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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
LBA
3476
Lowell Blake & Associates
Massachusetts
$321M +$21.2M +7% 13.3% 44.2% 59 6.78%
AFFA
3477
ALM First Financial Advisors
Texas
$321M +$8.03M +3% 1.41% 43.5% 16 0%
QPWM
3478
Quadrant Private Wealth Management
Pennsylvania
$321M +$22.5M +8% 10.7% 87.9% 267 16.1%
ASP
3479
Adams Street Partners
Illinois
$321M +$20.8M +7% 0.68% 352% 20 55%
AI
3480
AdvisorShares Investments
Maryland
$321M -$34.5M -10% 1.35% 93.4% 356 35.67%
UF
3481
Univest Financial
Pennsylvania
$320M +$2.89M +0.9% 6.98% 60.6% 115 17.39%
HFS
3482
Haverford Financial Services
Pennsylvania
$320M -$42.4M -12% 2.25% 57.8% 68 45.59%
AGP
3483
Akaris Global Partners
New York
$320M +$30.4M +10% 20.5% 35% 20 35%
HCM
3484
Horrell Capital Management
Arkansas
$320M +$17.9M +6% 6.25% 55.1% 213 5.16%
CC
3485
Cypress Capital
Tennessee
$320M +$786K +0.2% 3.9% 39.8% 91 28.57%
LL
3486
LWMG LLC
Minnesota
$319M +$40.8M +15% 5.2% 96 20.83%
PCM
3487
Punch Card Management
Florida
$319M +$10.6M +3% 3.91% 41% 4 0%
HI
3488
Hyundai Investments
South Korea
$319M -$83.9M -21% 20.8% 76% 1 0%
RDWM
3489
Red Door Wealth Management
Tennessee
$319M +$14.4M +5% 7.75% 100% 153 15.69%
DA
3490
Doliver Advisors
Texas
$319M +$14.3M +5% 4.56% 81% 170 14.12%
PCC
3491
Perry Creek Capital
New York
$318M -$23.6M -7% 3% 25.5% 16 0%
PCM
3492
PenderFund Capital Management
British Columbia, Canada
$318M -$17M -5% 8.67% 130% 181 52.49%
SDAM
3493
Shulman DeMeo Asset Management
New York
$318M +$17.7M +6% 6.95% 70.1% 137 3.65%
IIC
3494
Integrated Investment Consultants
Michigan
$318M +$22.1M +7% 9.6% 59.1% 290 17.24%
LECM
3495
Lead Edge Capital Management
New York
$318M +$29.2M +10% 22.4% 26.7% 9 0%
TCM
3496
Tradewinds Capital Management
Washington
$318M +$103M +48% 4.82% 85.2% 579 24.18%
QFA
3497
Quantum Financial Advisors
California
$318M +$95.5M +43% 5.66% 61.1% 102 20.59%
IVMX
3498
Institutional Venture Management XVI
California
$317M -$17.9M -5% 21.2% 523% 8 25%
OBWP
3499
O'Brien Wealth Partners
Massachusetts
$317M +$65.4M +26% 7.05% 56.7% 63 20.63%
EWM
3500
EPG Wealth Management
Georgia
$317M +$54.4M +21% 6.53% 96% 423 13.24%