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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
BSSFA
2951
Baron Silver Stevens Financial Advisors
Florida
$527M +$10.1M +2% 1.86% 44% 129 14.73%
QCM
2952
Qsemble Capital Management
New York
$527M +$69.4M +15% 3.74% 37.6% 602 67.28%
HPIA
2953
Hamilton Point Investment Advisors
North Carolina
$527M +$3.71M +0.7% 1.33% 79.3% 155 10.97%
PGIM
2954
Pacific Global Investment Management
California
$526M +$3.06M +0.6% 4.06% 48% 218 11.01%
PIMC
2955
Praesidium Investment Management Company
New York
$526M -$152M -22% 4.12% 60.5% 12 0%
ANB
2956
Amarillo National Bank
Texas
$526M -$10M -2% 1.48% 56.3% 98 11.22%
BWA
2957
Bordeaux Wealth Advisors
California
$525M +$222M +73% 11.7% 141% 147 26.53%
CFS
2958
Cannon Financial Strategists
Georgia
$524M +$15.8M +3% 0.46% 41.8% 96 6.25%
PWG
2959
Portside Wealth Group
Utah
$524M -$16.3M -3% 1.35% 81.1% 407 20.88%
HGWM
2960
Horst & Graben Wealth Management
Oregon
$523M +$32.2M +7% 2.79% 55.1% 157 12.1%
AOWM
2961
Alpha Omega Wealth Management
Virginia
$523M -$15.2M -3% 1.45% 60.7% 215 5.58%
ES
2962
Eagle Strategies
New York
$523M +$72.8M +16% 1.91% 70.1% 348 64.08%
DAM
2963
Deltec Asset Management
New York
$523M +$15.8M +3% 3.46% 128% 176 26.14%
SIG
2964
Sky Investment Group
Connecticut
$523M +$3M +0.6% 2.69% 68% 131 6.11%
WPI
2965
Walter Public Investments
Canada
$523M +$11.2M +2% 1.73% 57.9% 43 4.65%
GPP
2966
Great Point Partners
Connecticut
$522M -$120M -19% 4.37% 554% 42 38.1%
FSCM
2967
Front Street Capital Management
Montana
$522M -$10.6M -2% 0.07% 259% 73 6.85%
CFO
2968
Callan Family Office
Pennsylvania
$521M +$94.3M +22% 1.95% 69% 157 45.86%
TAIM
2969
Te Ahumairangi Investment Management
New Zealand
$520M -$55.1M -10% 0.82% 55.2% 88 6.82%
EFG
2970
Embree Financial Group
Illinois
$520M +$10.7M +2% 3.67% 195 10.26%
DSC
2971
Duncker Streett & Co
Missouri
$520M +$13.6M +3% 3.51% 90.9% 499 6.81%
BEI
2972
Benjamin Edwards Inc
Missouri
$520M +$16.5M +3% 3.3% 66.5% 784 16.58%
CA
2973
Crane Advisory
California
$519M +$22.7M +5% 1.7% 34.7% 43 9.3%
WLIM
2974
White Lighthouse Investment Management
Massachusetts
$518M +$26M +5% 2.59% 46.8% 126 8.73%
DLCIG
2975
D.L. Carlson Investment Group
New Hampshire
$518M +$5.95M +1% 4.32% 99% 152 18.42%