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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
MWP
3301
Moller Wealth Partners
$229M +$35.5M +18% 47
TWM
3302
Tolleson Wealth Management
Texas
$229M -$375K -0.2% 70
WSC
3303
Wellington Shields & Co
New York
$228M +$46.8M +26% 187
FRGX
3304
First Reserve GP XI
Connecticut
$228M +$154M +210% 1
HGWM
3305
Horst & Graben Wealth Management
Oregon
$228M +$37.7M +20% 106
JCI
3306
Jet Capital Investors
New York
$228M +$107M +89% 35
SFA
3307
Stewardship Financial Advisors
Georgia
$228M +$31.3M +16% 82
WA
3308
WealthTrust Axiom
Pennsylvania
$227M +$23.3M +11% 221
RA
3309
RMR Advisors
Massachusetts
$227M +$29.4M +15% 113
PCM
3310
Punch Card Management
Florida
$227M +$28.3M +14% 4
NIF
3311
Nalanda India Fund
Mauritius
$227M +$49.5M +28% 1
EA
3312
Emerald Advisors
Washington
$227M +$5.36M +2% 77
SHJ
3313
Sharkey, Howes & Javer
Colorado
$226M +$34.7M +18% 73
AC
3314
Avestar Capital
New York
$226M +$43.2M +24% 209
LS
3315
Liquid Strategies
Georgia
$226M +$27.3M +14% 7
OAM
3316
Occidental Asset Management
California
$226M +$27.4M +14% 157
AAI
3317
American Assets Inc
California
$226M +$11.6M +5% 12
SIC
3318
SFE Investment Counsel
California
$226M +$44M +24% 108
CT
3319
Chicago Trust
Illinois
$226M +$28.3M +14% 177
S
3320
Surevest
California
$226M +$42.3M +23% 102
BFC
3321
Blue Fin Capital
Rhode Island
$226M +$44.7M +25% 122
CC
3322
Cypress Capital
Tennessee
$226M 64
PWS
3323
Private Wealth Strategies
Ohio
$226M +$28.6M +15% 74
PCM
3324
Princeton Capital Management
New Jersey
$225M +$32.9M +17% 97
KC
3325
Kingfisher Capital
North Carolina
$225M +$30.3M +16% 160