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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
FNBOMD
3276
First National Bank of Mount Dora
Florida
$201M -$32.2M -14% 11.9% 84.5% 104 14.42%
BA
3277
Birinyi Associates
Connecticut
$200M -$80.7M -29% 16.3% 113% 97 23.71%
BWL
3278
Bogart Wealth LLC
Virginia
$200M +$27.7M +16% 11.5% 60.5% 388 19.33%
IWA
3279
Inspirion Wealth Advisors
Illinois
$200M -$35.5M -15% 12.1% 47% 77 7.79%
ACP
3280
Aveo Capital Partners
Colorado
$200M -$23.6M -11% 7.47% 19.1% 158 29.75%
VAS
3281
Valicenti Advisory Services
New York
$200M -$30.3M -13% 14.3% 119% 74 27.03%
VR
3282
Viridian RIA
Washington
$200M -$26.5M -12% 13% 63.1% 61 31.15%
NQWM
3283
Northwest Quadrant Wealth Management
Oregon
$200M +$37.4M +23% 10.2% 45.6% 62 17.74%
BCA
3284
Bray Capital Advisors
Florida
$200M -$26.7M -12% 12% 36.6% 393 15.78%
CFA
3285
Cahill Financial Advisors
Minnesota
$200M -$26.8M -12% 12.5% 55.9% 159 13.84%
FMTC
3286
Farmers & Merchants Trust Company
California
$199M 8.21% 68.8% 136
SVCP
3287
Silicon Valley Capital Partners
California
$199M -$40.7M -17% 14.9% 75.5% 33 39.39%
AOWM
3288
Alpha Omega Wealth Management
Virginia
$199M -$24.2M -11% 10.7% 60.7% 518 10.04%
MUAMU
3289
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$199M -$8.06M -4% 9.9% 138% 98 41.84%
KIM
3290
Kestrel Investment Management
California
$199M -$48.1M -20% 16.8% 89.2% 52 25%
HCM
3291
HMS Capital Management
Tennessee
$199M -$3.19M -2% 15% 130% 232 32.76%
CAM
3292
Covenant Asset Management
New Jersey
$198M -$7K -0% 18% 158% 137 0%
SCM
3293
Southport Capital Management
Tennessee
$198M -$37.3M -16% 13.6% 80% 651 74.65%
BO
3294
Bank OZK
Arkansas
$198M -$52.9M -21% 17% 112% 136 8.82%
PVWM
3295
Point View Wealth Management
New Jersey
$198M -$26.6M -12% 12.4% 27% 280 12.14%
SWP
3296
Strategic Wealth Partners
Ohio
$198M +$10.6M +6% 8.15% 747 15.53%
ISB
3297
Iowa State Bank
Iowa
$198M -$26.4M -12% 9.18% 76% 103 3.88%
AWA
3298
Artemis Wealth Advisors
New York
$198M +$14M +8% 17% 174% 42 30.95%
AWW
3299
Alan W. Weber
$198M -$65.4M -25% 17.7% 192% 80 13.75%
NIF
3300
Nalanda India Fund
Mauritius
$198M 18.7% 15.3% 1