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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
BCB
3226
Brian C. Broderick
$416M +$41.2M +11% 10.7% 64.8% 82 12.2%
DPI
3227
Diversified Portfolios Inc
Michigan
$416M +$54.2M +15% 6.56% 33% 142 22.54%
PSP
3228
Principal Street Partners
Tennessee
$415M +$48.4M +13% 10.4% 73% 216 26.39%
EA
3229
Emerald Advisors
Washington
$415M +$64.1M +18% 21.8% 78.4% 117 39.32%
HWA
3230
HHM Wealth Advisors
Tennessee
$414M +$46.6M +13% 8.15% 62.3% 720 14.03%
CCM
3231
Canal Capital Management
Virginia
$414M +$63.3M +18% 11.7% 67.8% 149 18.12%
ECM
3232
Endurant Capital Management
California
$414M -$24.8M -6% 2.69% 18.4% 86 61.63%
UA
3233
Unison Advisors
District of Columbia
$414M +$13.3M +3% 4.57% 54.6% 182 0.55%
GA
3234
GRS Advisors
Illinois
$414M +$167M +68% 15% 41.1% 46 58.7%
PWS
3235
Paragon Wealth Strategies
Florida
$414M +$38.4M +10% 6.83% 59.8% 54 31.48%
ED
3236
Exane Derivatives
France
$413M -$3.2M -0.8% 7.68% 42.7% 1,129 29.23%
SWA
3237
SOA Wealth Advisors
New York
$413M +$22.6M +6% 9.49% 79.1% 1,024 6.45%
PFP
3238
Patriot Financial Partners
Pennsylvania
$413M +$36.4M +10% 14.6% 16.6% 16 18.75%
JSA
3239
Jacobson & Schmitt Advisors
Wisconsin
$413M +$49.9M +14% 10.5% 70.3% 63 30.16%
A
3240
Abingworth
United Kingdom
$413M -$28M -6% 10.5% 184% 20 0%
IPW
3241
Inlet Private Wealth
Florida
$412M +$39.4M +11% 11.4% 77.6% 137 6.57%
MTC
3242
Matrix Trust Company
Colorado
$412M +$21.5M +6% 5.19% 46.8% 20 0%
BONH
3243
Bank of New Hampshire
New Hampshire
$411M +$37.3M +10% 9.85% 86.4% 205 10.24%
MWA
3244
Meridian Wealth Advisors
Texas
$411M +$52.5M +15% 11.6% 68.8% 207 7.25%
PFA
3245
Pettinga Financial Advisors
Indiana
$411M +$19.3M +5% 5.51% 71.8% 123 20.33%
LCM
3246
Lionstone Capital Management
New York
$411M +$29M +8% 11.6% 89.6% 20 20%
EWA
3247
Encompass Wealth Advisors
Oregon
$411M +$27.6M +7% 4.99% 63.2% 380 5.26%
FIG
3248
FundX Investment Group
California
$411M +$199M +94% 9.25% 94.6% 48 37.5%
BFIC
3249
Bedell Frazier Investment Counselling
California
$411M +$46.5M +13% 7.46% 72.5% 101 14.85%
FMTC
3250
Farmers & Merchants Trust Company
California
$411M +$29.4M +8% 8.82% 61% 186 5.91%