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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
SWM
3726
Shakespeare Wealth Management
Wisconsin
$323M +$38M +13% 84
NI
3727
NFC Investments
Tennessee
$323M 31
CPM
3728
Crescent Park Management
California
$323M +$1.07M +0.3% 36
DBIA
3729
Dumont & Blake Investment Advisors
New Jersey
$323M +$27.6M +9% 202
EAM
3730
EdenTree Asset Management
United Kingdom
$323M +$68M +27% 77
W
3731
WPWealth
Texas
$323M +$61.7M +24% 64
FCFC
3732
First Commonwealth Financial Corp
Pennsylvania
$323M +$23.7M +8% 173
SFG
3733
Sunburst Financial Group
Alabama
$323M +$39.6M +14% 105
GLCM
3734
Greenlea Lane Capital Management
Connecticut
$323M +$43.8M +16% 10
SAM
3735
Shikiar Asset Management
New York
$323M +$35.4M +12% 80
WPP
3736
Whalerock Point Partners
Rhode Island
$323M +$34.1M +12% 170
WWP
3737
Waypoint Wealth Partners
California
$322M +$34.4M +12% 86
SFA
3738
Source Financial Advisors
New York
$322M +$25.8M +9% 128
FRGX
3739
First Reserve GP XIII
Connecticut
$322M -$7.71M -2% 2
HF
3740
Halpern Financial
Virginia
$322M +$32.3M +11% 278
SJL
3741
Shayne & Jacobs LLC
Tennessee
$322M +$21.6M +7% 94
TSWM
3742
Triangle Securities Wealth Management
North Carolina
$322M +$40.4M +14% 194
CAM
3743
Creekmur Asset Management
Illinois
$322M 802
BDWCC
3744
B&D White Capital Company
Texas
$322M +$53.7M +20% 83
AWM
3745
Accurate Wealth Management
Florida
$322M +$2.81M +0.9% 294
HIP
3746
Harrell Investment Partners
Texas
$322M +$28M +10% 102
SAM
3747
Satovsky Asset Management
New York
$321M +$26.1M +9% 48
RGC
3748
Roberts, Glore & Co
Illinois
$321M +$18.5M +6% 209
VVVM4
3749
Viola Ventures VC Management 4
Israel
$321M -$12.8M -4% 5
SIAP
3750
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$321M +$34.6M +12% 143