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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
BHWA
3651
Beacon Harbor Wealth Advisors
Virginia
$286M -$7.64M -3% 96
GWA
3652
Geometric Wealth Advisors
District of Columbia
$286M +$39.3M +16% 37
DC
3653
Defender Capital
North Carolina
$286M +$38.8M +16% 40
ESB
3654
Essex Savings Bank
Connecticut
$286M +$2.03M +0.7% 233
SMH
3655
Sanders Morris Harris
Texas
$286M +$22.1M +8% 263
SIA
3656
SeaBridge Investment Advisors
New Jersey
$286M +$5.64M +2% 126
BCP
3657
BDT Capital Partners
Illinois
$286M -$67.5M -19% 4
GU
3658
Georgetown University
District of Columbia
$286M +$27.7M +11% 26
NW
3659
Naviter Wealth
Arkansas
$286M -$78.4M -22% 226
BSCM
3660
Berry Street Capital Management
United Kingdom
$285M +$94.1M +49% 42
MWP
3661
MYCIO Wealth Partners
Pennsylvania
$285M -$20.5M -7% 52
GSWM
3662
Greenup Street Wealth Management
Michigan
$285M +$46.8M +20% 89
ACM
3663
Argyle Capital Management
Pennsylvania
$284M -$6.4M -2% 128
SIG
3664
Spinnaker Investment Group
California
$284M +$3.2M +1% 90
RS
3665
Retirement Solution
Washington
$284M +$102M +56% 44
XWM
3666
Xcel Wealth Management
Florida
$284M +$30.3M +12% 135
FL
3667
Fourthstone LLC
Missouri
$284M -$96.6M -25% 50
EA
3668
Ellsworth Advisors
Ohio
$284M +$17M +6% 180
FBC
3669
Fairfield, Bush & Co
Connecticut
$284M +$132M +87% 148
WMG
3670
WESCAP Management Group
California
$284M -$720K -0.3% 94
TCA
3671
Trifecta Capital Advisors
Illinois
$284M +$32.9M +13% 466
KS
3672
Karpas Strategies
Connecticut
$284M -$814K -0.3% 122
HW
3673
Hamilton Wealth
California
$284M +$37.9M +15% 112
SRAM
3674
Spouting Rock Asset Management
Pennsylvania
$284M +$149M +111% 195
PCA
3675
PL Capital Advisors
Florida
$284M -$80.4M -22% 48