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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
BSWM
3076
Boston Standard Wealth Management
Massachusetts
$611M +$5.03M +0.8% 56
CIP
3077
Convergence Investment Partners
Florida
$611M +$108M +21% 289
IA
3078
IFG Advisors
Missouri
$611M +$9.78M +2% 160
CBB
3079
Citizens Business Bank
California
$610M +$5.01M +0.8% 141
FFWA
3080
FRG Family Wealth Advisors
Washington
$610M -$33.9M -5% 166
ACM
3081
Armbruster Capital Management
New York
$610M +$14.7M +2% 137
PM
3082
Prosight Management
Texas
$610M +$126M +26% 54
PL
3083
Pandi LLC
Kansas
$610M -$19.9M -3% 4
BFC
3084
Blue Fin Capital
Rhode Island
$610M -$35.2M -5% 155
SAM
3085
Strategy Asset Managers
California
$609M +$1.08M +0.2% 292
AC
3086
Annandale Capital
Texas
$609M -$5.29M -0.9% 130
FSC
3087
Fourth Sail Capital
Cayman Islands
$608M -$15M -2% 38
FCMC
3088
Founders Capital Management (Connecticut)
Connecticut
$608M -$65M -10% 79
AAM
3089
Austin Asset Management
Texas
$608M -$392K -0.1% 87
NFSG
3090
Newbridge Financial Services Group
Florida
$608M -$35.8M -6% 1,308
KJHP
3091
K.J. Harrison & Partners
Ontario, Canada
$608M -$144M -19% 269
MBT
3092
Montecito Bank & Trust
California
$607M -$19.9M -3% 276
EFG
3093
Everest Financial Group
Minnesota
$607M +$160M +36% 202
AFG
3094
Altiora Financial Group
Ohio
$607M +$26.9M +5% 112
DCM
3095
DGS Capital Management
New Jersey
$607M +$24.1M +4% 691
SAS
3096
SMI Advisory Services
Indiana
$607M +$26.6M +5% 66
WC
3097
Wexford Capital
Florida
$607M +$218M +56% 417
PC
3098
Pier Capital
Connecticut
$606M -$20.2M -3% 144
TCM
3099
Topline Capital Management
California
$605M -$500M -45% 56
SC
3100
Steginsky Capital
New York
$605M +$11.6M +2% 8