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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
BSWM
3351
Boston Standard Wealth Management
Massachusetts
$221M +$37.3M +20% 34
BHTS
3352
Bar Harbor Trust Services
Maine
$221M +$80.9M +58% 122
OHA
3353
Oak Hill Advisors
New York
$221M +$72.4M +49% 16
BPM
3354
Blue Pool Management
Hong Kong
$221M -$3.73M -2% 34
PP
3355
PDS Planning
Ohio
$221M +$64M +41% 135
AAM
3356
ACK Asset Management
Connecticut
$221M +$20.4M +10% 26
QCI
3357
Quaker Capital Investments
Pennsylvania
$221M +$47.6M +28% 33
RPWA
3358
Regent Peak Wealth Advisors
Georgia
$221M +$40.9M +23% 126
ETS
3359
ESL Trust Services
New York
$221M +$32.6M +17% 33
BWM
3360
Buckley Wealth Management
Nevada
$220M +$36.2M +20% 131
VPIM
3361
Vanguard Personalized Indexing Management
California
$220M +$49M +29% 405
GCMG
3362
Gyroscope Capital Management Group
Florida
$220M +$8.02M +4% 129
CH
3363
CVI Holdings
Delaware
$220M +$192M +679% 89
SIA
3364
Sovereign Investment Advisors
Arizona
$220M +$26.9M +14% 21
FNBOMD
3365
First National Bank of Mount Dora
Florida
$220M +$30.9M +16% 100
SACTSONJ
3366
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$220M +$39.7M +22% 223
SAM
3367
Summit Asset Management
Tennessee
$220M +$34.2M +18% 123
DC
3368
Dendur Capital
New York
$220M +$62.1M +39% 22
SAM
3369
Shikiar Asset Management
New York
$219M +$70.5M +47% 95
LFG
3370
LifePlan Financial Group
Ohio
$219M +$34.7M +19% 602
AWMG
3371
Alliance Wealth Management Group
New Jersey
$219M +$31.5M +17% 62
YWP
3372
YorkBridge Wealth Partners
New York
$219M +$56.1M +35% 175
AC
3373
AMS Capital
Brazil
$219M +$56.1M +35% 31
FCM
3374
Firsthand Capital Management
California
$219M +$96.7M +79% 55
MCIA
3375
Mountain Capital Investment Advisors
Colorado
$218M +$24.9M +13% 52