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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
DBIA
3251
Dumont & Blake Investment Advisors
New Jersey
$258M +$24M +10% 186
NI
3252
NYL Investors
New York
$258M +$14.5M +6% 29
HGWM
3253
Horst & Graben Wealth Management
Oregon
$258M +$29.8M +13% 112
PPW
3254
Pasadena Private Wealth
California
$258M -$5.91M -2% 83
GC
3255
GFG Capital
Florida
$257M +$24.2M +10% 107
CBN
3256
Cadence Bank NA
Texas
$257M +$20.8M +9% 183
FPIS
3257
Financial Planning & Information Services
Wisconsin
$257M +$18.8M +8% 65
REMPR
3258
Roof Eidam Maycock Peralta (REMP)
California
$257M -$1.9M -0.7% 103
IPW
3259
Inlet Private Wealth
Florida
$257M +$6.11M +2% 134
CNBTD
3260
Citizens National Bank Trust Department
Mississippi
$257M +$22.5M +10% 119
PG
3261
Patten Group
Tennessee
$256M +$23.9M +10% 215
HCM
3262
Heathbridge Capital Management
Ontario, Canada
$256M -$37.2M -13% 28
BRM
3263
Boston Research & Management
Massachusetts
$256M +$15M +6% 101
JFGLC
3264
Johnson Financial Group LLC (Colorado)
Colorado
$256M -$20.5M -7% 27
SIA
3265
Sovereign Investment Advisors
Arizona
$255M +$35.2M +16% 31
FAN
3266
Financial Advisors Network
California
$255M +$10.1M +4% 113
RCA
3267
Rowland Carmichael Advisors
Arizona
$255M +$19.9M +8% 374
WFA
3268
Wellspring Financial Advisors
Ohio
$255M +$13M +5% 91
CBFP
3269
Cedar Brook Financial Partners
Ohio
$255M +$30.4M +14% 310
TC
3270
TAP Consulting
Missouri
$254M +$51.3M +25% 130
S
3271
Surevest
California
$254M +$28.4M +13% 86
SAG
3272
Spotlight Asset Group
Illinois
$254M +$15.6M +7% 163
MCCP
3273
Mission Creek Capital Partners
California
$254M +$63.3M +33% 207
DCC
3274
Dow Chemical Company
Michigan
$254M -$134M -35% 8
WCM
3275
Weld Capital Management
New York
$254M -$1.46M -0.6% 729