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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
3401
Boston Standard Wealth Management
Massachusetts
$221M +$37.3M +20% 13.7% 42.9% 34 5.88%
BHTS
3402
Bar Harbor Trust Services
Maine
$221M +$80.9M +58% 22.7% 86.4% 122 30.33%
OHA
3403
Oak Hill Advisors
New York
$221M +$72.4M +49% 12.8% 55.9% 16 18.75%
ICA
3404
Infrastructure Capital Advisors
New York
$221M +$118M +115% 58.3% 49% 100 67%
BPM
3405
Blue Pool Management
Hong Kong
$221M -$3.73M -2% 20.1% 72.8% 34 35.29%
PP
3406
PDS Planning
Ohio
$221M +$64M +41% 15.9% 48.6% 135 25.93%
AAM
3407
ACK Asset Management
Connecticut
$221M +$20.4M +10% 48.3% 99.7% 26 46.15%
QCI
3408
Quaker Capital Investments
Pennsylvania
$221M +$47.6M +28% 32.3% 155% 33 18.18%
RPWA
3409
Regent Peak Wealth Advisors
Georgia
$221M +$40.9M +23% 16.9% 126 17.46%
ETS
3410
ESL Trust Services
New York
$221M +$32.6M +17% 17.9% 41.6% 33 39.39%
BWM
3411
Buckley Wealth Management
Nevada
$220M +$36.2M +20% 20.8% 79.6% 131 13.74%
VPIM
3412
Vanguard Personalized Indexing Management
California
$220M +$49M +29% 23.9% 115% 405 47.16%
GCMG
3413
Gyroscope Capital Management Group
Florida
$220M +$7.94M +4% 20.4% 24.8% 133 35.34%
SIA
3414
Sovereign Investment Advisors
Arizona
$220M +$26.9M +14% 10.7% 34.5% 21 0%
FNBOMD
3415
First National Bank of Mount Dora
Florida
$220M +$30.9M +16% 18.5% 84.5% 100 9%
SACTSONJ
3416
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$220M +$39.7M +22% 25.5% 147% 223 10.31%
SAM
3417
Summit Asset Management
Tennessee
$220M +$34.2M +18% 18.7% 43.3% 123 13.01%
SAM
3418
Shikiar Asset Management
New York
$219M +$70.5M +47% 33.1% 97.8% 95 27.37%
LFG
3419
LifePlan Financial Group
Ohio
$219M +$34.7M +19% 15.6% 20.2% 599 5.51%
NC
3420
Nokomis Capital
Texas
$219M +$11.1M +5% 42.5% 204% 41 29.27%
AWMG
3421
Alliance Wealth Management Group
New Jersey
$219M +$31.5M +17% 13.3% 62 20.97%
YWP
3422
YorkBridge Wealth Partners
New York
$219M +$56.1M +35% 23.1% 36.5% 175 14.29%
FCM
3423
Firsthand Capital Management
California
$219M +$92.5M +73% 68.8% 154% 55 27.27%
MCIA
3424
Mountain Capital Investment Advisors
Colorado
$218M +$24.8M +13% 9.91% 63.3% 53 24.53%
PCM
3425
Pinz Capital Management
New York
$218M +$180M +472% 46.8% 199% 227 97.36%