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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
PBF
3501
Petix & Botte Financial
California
$403M +$62.9M +19% 5.29% 47.5% 168 43.45%
SWM
3502
SilverOak Wealth Management
Minnesota
$403M +$32.5M +9% 8% 94 9.57%
BB
3503
Berkshire Bank
Massachusetts
$403M +$24.7M +7% 9.82% 69.7% 152 13.16%
SCM
3504
Stanley Capital Management
Texas
$402M -$3.33M -0.8% 20.8% 158% 38 21.05%
RC
3505
RDST Capital
Washington
$402M +$88.3M +28% 8.68% 43% 18 0%
FSA
3506
Financial Services Advisory
Maryland
$402M +$52.4M +15% 8.32% 75.8% 62 24.19%
WCP
3507
Welch Capital Partners
New York
$402M +$26.2M +7% 7.61% 79.2% 21 4.76%
SPM
3508
Sycamore Partners Management
New York
$402M -$73.3M -15% 15.4% 31.8% 1 0%
TWD
3509
True Wealth Design
Ohio
$401M +$46.2M +13% 5.53% 53% 818 8.56%
LT
3510
Legacy Trust
Michigan
$401M +$16.9M +4% 9.3% 95% 160 9.38%
BL
3511
Bleichroeder LP
New York
$401M -$49.1M -11% 4.36% 202% 82 8.54%
GA
3512
Greenspring Advisors
Maryland
$400M +$37.5M +10% 7.21% 88 14.77%
RC
3513
Reik & Co
New York
$400M +$44.2M +12% 14.1% 38.6% 56 3.57%
BFIC
3514
Bedell Frazier Investment Counselling
California
$400M +$36.7M +10% 7.5% 72.5% 100 17%
PCM
3515
Punch Card Management
Florida
$400M +$19M +5% 14.2% 41% 5 0%
VCMGDR
3516
Vinland Capital Management Gestora de Recursos
Brazil
$400M +$3.39M +0.9% 6.99% 72 81.94%
SPG
3517
Strategic Planning Group
Utah
$400M +$98.5M +33% 12.4% 119 7.56%
MSS
3518
Mitchell Sinkler & Starr
Pennsylvania
$400M -$150M -27% 9.49% 72.2% 234 35.04%
AFA
3519
Abacus FCF Advisors
Florida
$400M +$55.4M +16% 11.4% 197% 167 25.75%
CWM
3520
Compass Wealth Management
Connecticut
$399M +$41.3M +12% 8.34% 102% 396 6.31%
TAA
3521
TB Alternative Assets
Cayman Islands
$399M +$24.3M +6% 7.31% 325% 53 49.06%
SCM
3522
Stordahl Capital Management
Colorado
$399M +$31.5M +9% 6.13% 50.1% 61 9.84%
DI
3523
Diligent Investors
California
$399M +$34.7M +10% 7.66% 71.9% 340 8.82%
EDRIA
3524
Edmonds Duncan Registered Investment Advisors
Kansas
$399M +$13.6M +4% 5.94% 12.8% 146 15.07%
RGI
3525
River Global Investors
United Kingdom
$398M -$129M -25% 11.2% 49.7% 228 18.86%