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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
BWP
2976
BSW Wealth Partners
Colorado
$229M +$9.8M +4% 4.16% 75.4% 95 17.89%
PAMG
2977
Patton Albertson Miller Group
Tennessee
$229M +$4.17M +2% 4.41% 109% 133 7.52%
WC
2978
Whitnell & Co
Illinois
$229M +$3.43M +2% 2.85% 36.6% 240 5%
HCA
2979
Harbour Capital Advisors
Virginia
$229M +$28M +14% 5.16% 161% 276 22.46%
CL
2980
Chubb Ltd
Switzerland
$229M -$6.06M -3% 3.33% 64.2% 21 4.76%
SCM
2981
Schnieders Capital Management
California
$229M +$13.8M +6% 3.88% 103% 158 8.23%
FMP
2982
Financial Management Professionals
Texas
$228M +$7.81M +4% 4.18% 62.1% 310 15.16%
TFO
2983
Tarbox Family Office
California
$228M +$25.3M +12% 4.32% 60.5% 641 9.36%
NAMP
2984
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$228M +$5.88M +3% 4.32% 73.1% 110 7.27%
AJ
2985
Ashburton (Jersey)
Jersey
$228M +$52.1M +30% 3.44% 89 49.44%
PG
2986
Proffitt & Goodson
Tennessee
$228M +$4M +2% 4.07% 48.5% 50 4%
PAM
2987
PVG Asset Management
Colorado
$228M -$37.3M -14% 0.41% 84 32.14%
KS
2988
Karpas Strategies
Connecticut
$228M +$6.08M +3% 2.83% 16.1% 126 6.35%
SACTSONJ
2989
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$228M +$4.56M +2% 3.42% 147% 189 21.69%
FPM
2990
Francisco Partners Management
California
$227M -$97M -30% 21.4% 14.3% 5 0%
KWM
2991
Kingsview Wealth Management
Oregon
$227M +$33.1M +17% 4.46% 71.5% 433 34.87%
MPEM
2992
Marathon Partners Equity Management
New York
$227M +$9.1M +4% 6.01% 35 17.14%
HP
2993
HT Partners
Connecticut
$227M +$5.73M +3% 3.6% 63.1% 22 4.55%
TJHA
2994
Thomas J. Herzfeld Advisors
Florida
$227M -$1.14M -0.5% 3.35% 17.7% 308 13.64%
KSA
2995
Ken Stern & Associates
California
$226M +$7.02M +3% 2.53% 39.4% 119 8.4%
RBC
2996
Roble Belko & Company
Pennsylvania
$226M +$17.2M +8% 3.68% 53.3% 324 11.73%
SLT
2997
St Louis Trust
Missouri
$226M +$8.33M +4% 4.52% 71.4% 54 1.85%
MIM
2998
Montgomery Investment Management
Maryland
$225M +$6.55M +3% 7.27% 98.4% 96 3.13%
CFA
2999
Capstone Financial Advisors
Illinois
$225M +$18.1M +9% 3.43% 54.5% 89 17.98%
CCM
3000
Cutler Capital Management
Massachusetts
$225M +$14M +7% 2.26% 39.7% 95 16.84%