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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
BFIC
3326
Bedell Frazier Investment Counselling
California
$326M +$46.6M +17% 14.4% 72.5% 83 16.87%
AU
3327
Algebris (UK)
United Kingdom
$326M +$140M +75% 30.1% 24.5% 40 62.5%
SWM
3328
Stockman Wealth Management
Montana
$326M +$51.8M +19% 14% 73.5% 201 19.4%
RM
3329
RP Management
New York
$326M -$341M -51% 16.1% 208% 6 16.67%
NG
3330
Northstar Group
New York
$326M +$35.7M +12% 11.8% 63.9% 139 10.79%
EWF
3331
Epstein & White Financial
California
$326M +$45.6M +16% 10.9% 51% 89 20.22%
CM
3332
Columbus Macro
Pennsylvania
$326M -$1.47M -0.4% 10.4% 46.8% 162 16.67%
VRM
3333
Vectors Research Management
New York
$325M +$52.5M +19% 9.61% 67.3% 496 19.96%
RAM
3334
Riggs Asset Management
Pennsylvania
$325M +$88.1M +37% 14.8% 207% 306 52.61%
DDSF
3335
Diana Davis Spencer Foundation
Maryland
$325M +$984K +0.3% 0.33% 13.4% 3 0%
BWP
3336
BSW Wealth Partners
Colorado
$325M +$58.9M +22% 15.5% 75.4% 191 23.04%
TGAM
3337
TBH Global Asset Management
Tennessee
$325M +$36.5M +13% 12.5% 70.7% 190 19.47%
NW
3338
NewEdge Wealth
Pennsylvania
$325M 11.5% 98.9% 142
AIS
3339
AM Investment Strategies
Tennessee
$325M +$40.2M +14% 21.4% 121% 95 16.84%
ZF
3340
Zhang Financial
Michigan
$325M +$47.1M +17% 14.8% 67.9% 111 13.51%
NB
3341
Nicolet Bankshares
Wisconsin
$324M +$36.1M +13% 13.4% 75.5% 191 7.85%
BTWM
3342
Baker Tilly Wealth Management
Wisconsin
$324M 12.7% 83.6% 337
SIMM
3343
Stillwater Investment Management (Minnesota)
Minnesota
$324M +$47.6M +17% 14.2% 72.3% 82 21.95%
APG
3344
Abacus Planning Group
South Carolina
$324M +$49.8M +18% 26.1% 59.1% 198 17.17%
PMFA
3345
Plante Moran Financial Advisors
Michigan
$324M +$39.2M +14% 12.9% 62.8% 1,049 30.7%
EGA
3346
E&G Advisors
Texas
$324M +$33.3M +11% 10.7% 92.3% 196 10.2%
EG
3347
Enstar Group
Bermuda
$324M +$114M +55% 19.2% 29.5% 13 15.38%
CAM
3348
Chandler Asset Management
California
$324M +$44.8M +16% 14.3% 35.6% 20 10%
FCT
3349
Family Capital Trust
Massachusetts
$323M +$16.7M +5% 7.85% 32.3% 55 5.45%
NIC
3350
Northwest Investment Counselors
Oregon
$323M +$32M +11% 14.2% 32.4% 479 72.03%