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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
BWA
3476
Burt Wealth Advisors
Maryland
$290M +$22.9M +9% 8.55% 57.3% 430 12.79%
BBPWM
3477
Blue Bell Private Wealth Management
Pennsylvania
$290M +$45.9M +19% 13.2% 53.3% 167 9.58%
CAM
3478
Capco Asset Management
Florida
$290M +$38.3M +15% 21.5% 46.7% 25 8%
HGWM
3479
Horst & Graben Wealth Management
Oregon
$290M +$32.5M +13% 8.83% 55.1% 118 12.71%
EFMH
3480
E Fund Management (HK)
Hong Kong
$290M +$28.7M +11% 20.3% 163% 50 32%
SVI
3481
Strategic Vision Investment
Hong Kong
$290M +$109M +60% 43.1% 95.6% 24 58.33%
PWAC
3482
Private Wealth Advisors (California)
California
$289M +$96.4M +50% 10.4% 55% 86 30.23%
APP
3483
Alpha Paradigm Partners
Illinois
$289M 53.8% 407
OCA
3484
Octagon Capital Advisors
New York
$288M 73.6% 2,555% 31
MW
3485
Marks Wealth
Maryland
$288M 11.8% 169% 36
SPH
3486
Steel Partners Holdings
New York
$288M +$93.3M +48% 41.3% 4 0%
BRM
3487
Boston Research & Management
Massachusetts
$287M +$31.7M +12% 11.3% 48.2% 105 4.76%
PC
3488
Permit Capital
Pennsylvania
$287M -$4.41M -2% 6.45% 76% 25 24%
GF
3489
Goodman Financial
Texas
$287M +$72.6M +34% 23.4% 52.5% 50 22%
FIM
3490
Fruth Investment Management
Texas
$287M +$37.1M +15% 17.2% 71% 215 10.7%
GSBTD
3491
Glenview State Bank Trust Department
Illinois
$287M +$23.7M +9% 12.2% 76.6% 124 14.52%
HJIM
3492
Henry James International Management
New York
$287M +$41.9M +17% 20.9% 123% 127 11.81%
KAH
3493
Kathryn A. Hall
$287M +$76.2M +36% 21.2% 95.2% 62 35.48%
SRA
3494
Summit Rock Advisors
New York
$287M +$70.6M +33% 12.1% 12 75%
BT
3495
Brandywine Trust
Delaware
$287M +$20.9M +8% 4.72% 11.9% 32 6.25%
WFA
3496
Wellspring Financial Advisors
Ohio
$287M +$31.3M +12% 13.5% 77.2% 102 22.55%
AG
3497
AlphaSimPlex Group
Massachusetts
$286M +$66.4M +30% 17.8% 35.5% 342 33.63%
CCT
3498
Capital City Trust
Florida
$286M +$13.3M +5% 11.9% 78% 122 14.75%
HW
3499
Hedeker Wealth
Illinois
$286M +$74.7M +35% 9.27% 120% 72 15.28%
VU
3500
Vanderbilt University
Tennessee
$286M +$21.3M +8% 20.6% 61.8% 14 57.14%