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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
PFBT
3276
Parkside Financial Bank & Trust
Missouri
$327M -$47M -13% 14.5% 63.3% 2,022 10.14%
PAM
3277
Paradigm Asset Management
New York
$327M -$53.6M -14% 8.55% 51.6% 527 51.61%
NIC
3278
Northwest Investment Counselors
Oregon
$326M -$52.6M -14% 13.5% 32.4% 629 13.67%
HAM
3279
Harber Asset Management
North Carolina
$326M -$65.1M -17% 16.4% 30% 42 35.71%
BFIC
3280
Bedell Frazier Investment Counselling
California
$326M -$69.8M -18% 11.3% 72.5% 93 18.28%
EIG
3281
Ellenbecker Investment Group
Wisconsin
$326M -$27.2M -8% 14.4% 56.3% 88 9.09%
WCP
3282
Welch Capital Partners
New York
$325M -$88.7M -21% 17.5% 66.3% 39 15.38%
CBA
3283
Coastal Bridge Advisors
Connecticut
$325M -$109M -25% 18.1% 67.4% 187 20.86%
SAM
3284
Strategy Asset Managers
California
$325M -$137M -30% 13.9% 88.1% 259 40.93%
LM
3285
Luminus Management
Texas
$325M -$122M -27% 15.5% 13.1% 27 59.26%
WAOTB
3286
Wealth Advisors of Tampa Bay
Florida
$324M -$45.6M -12% 12.2% 73.5% 107 14.02%
SIG
3287
Sargent Investment Group
Maryland
$324M -$73.2M -18% 18.1% 105% 207 14.98%
MSWMA
3288
Market Street Wealth Management Advisors
Indiana
$323M +$41.3M +15% 11.8% 39.6% 94 30.85%
LDFR
3289
Lehman & Derafelo Financial Resources
Pennsylvania
$323M -$36.4M -10% 10.9% 37.5% 213 52.11%
BWM
3290
Brickley Wealth Management
California
$323M -$51.7M -14% 14.9% 62.6% 49 20.41%
SAM
3291
Summit Asset Management
Tennessee
$323M -$25.3M -7% 12.5% 43.3% 164 9.76%
PCM
3292
Punch Card Management
Florida
$323M -$67.3M -17% 20.4% 41% 4 25%
NQWM
3293
Northwest Quadrant Wealth Management
Oregon
$323M -$42.1M -12% 12% 36.7% 66 10.61%
EL
3294
Essex LLC
Illinois
$323M -$46.3M -13% 11.9% 89.1% 168 10.12%
AW
3295
Avion Wealth
Texas
$322M -$25.2M -7% 9.33% 36% 568 28.7%
VEI
3296
Vesa Equity Investment
Luxembourg
$322M -$56.2M -15% 14.9% 2.97% 1 0%
ME
3297
McIlrath & Eck
Washington
$322M -$23.9M -7% 12.7% 44% 900 11.44%
HFA
3298
High Falls Advisors
New York
$322M -$50.9M -14% 12% 56.9% 124 17.74%
PA
3299
Perennial Advisors
New York
$321M -$55.4M -15% 12.7% 95 11.58%
MKA
3300
M. Kulyk & Associates
Georgia
$321M -$44.9M -12% 10.8% 52.3% 107 16.82%