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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
BA
3376
BCM Advisors
Louisiana
$331M +$26.5M +9% 1.29% 59.3% 55 10.91%
DFG
3377
Delphi Financial Group
Delaware
$331M +$46.8M +16% 10.9% 48.5% 34 11.76%
RWMH
3378
Riverpoint Wealth Management Holdings
Illinois
$331M +$14.3M +5% 6.48% 53.6% 83 8.43%
S
3379
Surevest
California
$331M +$30.9M +10% 4.34% 24.6% 96 12.5%
WCM
3380
WestBridge Capital Management
Mauritius
$331M +$23.7M +8% 7.74% 33.3% 2 0%
PFMOSF
3381
Philadelphia Financial Management of San Francisco
California
$330M -$55.5M -14% 35.6% 174% 84 75%
WIS
3382
Wright Investors Service
Connecticut
$330M +$38.9M +13% 11.7% 107% 172 31.98%
LFA
3383
Lighthouse Financial Advisors
Maryland
$330M +$35.2M +12% 4.34% 123 21.95%
RAM
3384
Riggs Asset Management
Pennsylvania
$330M +$4.45M +1% 7.46% 207% 309 14.89%
AFIA
3385
America First Investment Advisors
Nebraska
$330M -$827K -0.3% 6.92% 89.6% 79 5.06%
SC
3386
Saybrook Capital
North Carolina
$329M +$17M +5% 5.52% 67.1% 51 3.92%
BCP
3387
Bayberry Capital Partners
New York
$329M -$27.9M -8% 7.35% 85.5% 22 45.45%
CNBTD
3388
Citizens National Bank Trust Department
Mississippi
$329M +$23.5M +8% 7.74% 114% 141 7.8%
ROC
3389
Running Oak Capital
Minnesota
$329M +$29.5M +10% 8.36% 32.7% 69 18.84%
PWS
3390
Paragon Wealth Strategies
Florida
$329M +$38.4M +13% 5.74% 59.8% 47 42.55%
TAS
3391
TIFF Advisory Services
Pennsylvania
$329M +$24.4M +8% 7.22% 85.9% 23 30.43%
JHCM
3392
Juniper Hill Capital Management
California
$329M +$219M +198% 0.98% 33.6% 6 50%
BBPWM
3393
Blue Bell Private Wealth Management
Pennsylvania
$328M +$38.3M +13% 6.75% 53.3% 188 25.53%
GI
3394
Glovista Investments
New Jersey
$328M +$20.8M +7% 2.91% 2.48% 130 33.85%
MFS
3395
McNamara Financial Services
Massachusetts
$328M +$32.5M +11% 3.88% 42.6% 52 9.62%
GAM
3396
Gould Asset Management
California
$328M -$734K -0.2% 3.03% 37.6% 158 11.39%
EG
3397
Enstar Group
Bermuda
$327M +$3.83M +1% 5.23% 36% 12 0%
ECML
3398
Eagle Capital Management (Louisiana)
Louisiana
$327M +$48.9M +18% 2.84% 93.6% 48 18.75%
WLIM
3399
White Lighthouse Investment Management
Massachusetts
$327M +$13.4M +4% 3.09% 46.8% 118 5.93%
FPIS
3400
Financial Planning & Information Services
Wisconsin
$326M +$29.4M +10% 9.76% 13% 71 7.04%