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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
KAS
3176
Kemnay Advisory Services
New York
$223M -$9.01M -4% 7% 167% 138 46.38%
BBPWM
3177
Blue Bell Private Wealth Management
Pennsylvania
$223M +$13.4M +6% 3.41% 62.5% 252 11.51%
BWA
3178
BDO Wealth Advisors
Florida
$223M +$21M +10% 4.29% 38.3% 507 20.12%
SWM
3179
Stockman Wealth Management
Montana
$223M +$13.6M +6% 5.02% 73.5% 161 16.77%
DCP
3180
Diameter Capital Partners
New York
$223M 8.94% 378% 15
TCP
3181
ThornTree Capital Partners
Massachusetts
$222M -$7.4M -3% 2.96% 217% 19 31.58%
EDRIA
3182
Edmonds Duncan Registered Investment Advisors
Kansas
$222M +$6.9M +3% 3.14% 12.8% 111 4.5%
ISB
3183
Iowa State Bank
Iowa
$222M +$9.7M +5% 6.32% 76% 99 8.08%
NU
3184
Northwestern University
Illinois
$222M +$78M +54% 7.67% 31.6% 3 33.33%
TG
3185
TRV GP
Massachusetts
$221M 0.13% 3,178% 5
WAMC
3186
Western Asset Management Company
California
$221M +$1.92M +0.9% 0.56% 2.29% 25 24%
GF
3187
Goodman Financial
Texas
$221M +$16.6M +8% 7.41% 52.5% 159 67.3%
BFO
3188
Biltmore Family Office
North Carolina
$221M 4.55% 78.1% 150
GIM
3189
Greystone Investment Management
Ohio
$221M +$13M +6% 7.48% 32.8% 53 11.32%
SFC
3190
SYM Financial Corp
Indiana
$221M 3.5% 56% 76
PFA
3191
Paradigm Financial Advisors
Missouri
$220M +$13.5M +7% 6.76% 114% 113 6.19%
GPSPJS
3192
General Pension Society PZU Joint Stock
Poland
$220M +$11.7M +6% 15.5% 116% 14 0%
TCMG
3193
TSP Capital Management Group
New Jersey
$220M +$10.2M +5% 7.13% 178% 60 1.67%
USGIU
3194
U.S. Global Investors (USGI)
Texas
$219M -$117M -35% 6.62% 119% 193 61.66%
SH
3195
Sandia Holdings
Connecticut
$219M -$13.6M -6% 6.22% 28 14.29%
MC
3196
Matisse Capital
Oregon
$219M +$9.32M +4% 2.1% 66.9% 134 10.45%
PAM
3197
PVG Asset Management
Colorado
$219M -$9.04M -4% 1.54% 101 48.51%
GCMG
3198
Gyroscope Capital Management Group
Florida
$219M +$20.6M +10% 8.42% 24.8% 119 23.53%
ACM
3199
Armbruster Capital Management
New York
$219M +$23.7M +12% 5.46% 64.3% 287 17.42%
AWM
3200
Altium Wealth Management
New York
$219M 5.24% 24.9% 156