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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
EDRIA
3501
Edmonds Duncan Registered Investment Advisors
Kansas
$329M +$7.25M +2% 0.66% 12.8% 146 6.85%
VF
3502
Vest Financial
Virginia
$329M +$64.7M +25% 2.01% 61.9% 65 0%
BGDI
3503
BW Gestao de Investimentos
Brazil
$329M +$49.1M +18% 3.32% 69.8% 63 47.62%
FCC
3504
Founders Circle Capital
California
$328M +$52.1M +19% 6.33% 28% 11 27.27%
HWM
3505
Holloway Wealth Management
Florida
$328M +$431K +0.1% 1.48% 50.7% 450 0%
PGAM
3506
Princeton Global Asset Management
New Jersey
$328M -$186K -0.1% 0.28% 104% 564 9.22%
ETS
3507
ESL Trust Services
New York
$328M -$8.1M -2% 1.77% 41.6% 24 12.5%
LWA
3508
Lineweaver Wealth Advisors
Ohio
$328M +$22.9M +7% 0.22% 61.4% 143 17.48%
BFC
3509
Blue Fin Capital
Rhode Island
$328M +$2.98M +0.9% 0.43% 119% 130 6.15%
B
3510
Bellecapital
Switzerland
$327M -$1.51M -0.5% 1.04% 128% 207 15.94%
CDIA
3511
Capital Directions Investment Advisors
Georgia
$327M -$5.74M -2% 1.11% 7.53% 277 22.74%
CF
3512
Corrigan Financial
Rhode Island
$327M -$105K -0% 1.21% 9.54% 84 7.14%
HP
3513
HT Partners
Connecticut
$327M +$1.71M +0.5% 0.92% 63.1% 49 0%
CWM
3514
Concentric Wealth Management
California
$327M +$478K +0.1% 0.73% 33.4% 133 6.02%
BOS
3515
Bank of Stockton
California
$326M -$5.02M -2% 0.4% 92.3% 129 9.3%
MM
3516
Meridian Management
Arkansas
$326M -$13M -4% 0.42% 47.4% 82 8.54%
JSL
3517
JT Stratford LLC
Georgia
$326M +$13.1M +4% 0.02% 81.3% 230 18.7%
WPC
3518
White Pine Capital
Minnesota
$326M -$10.2M -3% 1.89% 100% 239 5.02%
SAMC
3519
Spectrum Asset Management (California)
California
$325M -$8.57M -3% 0.17% 56.5% 124 11.29%
OR
3520
Olympiad Research
Connecticut
$325M +$38M +13% 6.28% 189% 342 51.46%
FIM
3521
Fruth Investment Management
Texas
$325M -$10M -3% 1.71% 71% 238 6.72%
CCM
3522
Crabel Capital Management
California
$325M -$161M -33% 16.1% 22.7% 149 46.31%
GAM
3523
Gould Asset Management
California
$324M -$27.4M -8% 0.4% 37.6% 153 11.76%
PCM
3524
Prime Capital Management
Hong Kong
$324M -$280M -46% 0.69% 401% 9 22.22%
MCM
3525
Moon Capital Management
New York
$324M +$47.8M +17% 2.06% 95.6% 24 37.5%