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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
ADL
2151
Asset Dedication LLC
California
$759M +$87.5M +13% 1,039
BTWM
2152
Baker Tilly Wealth Management
Wisconsin
$757M +$137M +22% 526
CCMD
2153
Cypress Capital Management (Delaware)
Delaware
$757M -$1.35M -0.2% 175
FFA
2154
Fragasso Financial Advisors
Pennsylvania
$756M +$9.28M +1% 161
FMT
2155
First Mercantile Trust
Tennessee
$755M -$91.6M -11% 899
IB
2156
Intrust Bank
Kansas
$755M +$14.2M +2% 395
BTP
2157
Bloom Tree Partners
New York
$752M -$158M -17% 192
MVG
2158
Madrona Venture Group
Washington
$752M +$135M +22% 4
CBB
2159
Citizens Business Bank
California
$752M -$8.81M -1% 248
AG
2160
Algert Global
California
$751M +$454M +153% 1,112
SCA
2161
Spearhead Capital Advisors
Florida
$750M +$15.2M +2% 203
FFN
2162
Focus Financial Network
Minnesota
$749M -$2.52M -0.3% 416
NIM
2163
Needham Investment Management
New York
$749M +$65.3M +10% 128
EPM
2164
Elm Partners Management
Pennsylvania
$749M -$10.8M -1% 43
AFA
2165
American Financial Advisors
Georgia
$749M +$22.5M +3% 135
FF
2166
FourThought Financial
Florida
$749M +$1.2M +0.2% 1,613
XF
2167
XML Financial
Maryland
$749M +$294M +65% 315
SCM
2168
Scopia Capital Management
New York
$749M +$11.3M +2% 19
RIA
2169
RP Investment Advisors
Ontario, Canada
$747M -$4.05M -0.5% 138
UBV
2170
United Bank (Virginia)
Virginia
$747M +$3.1M +0.4% 171
CWM
2171
Campbell Wealth Management
Virginia
$747M +$7.88M +1% 79
JEST
2172
JTC Employer Solutions Trustee
Jersey
$747M +$68.9M +10% 337
DIP
2173
DT Investment Partners
Pennsylvania
$746M +$23M +3% 148
BFG
2174
Beacon Financial Group
Texas
$745M +$39.1M +6% 224
CWM
2175
Cabot Wealth Management
Massachusetts
$745M -$3.73M -0.5% 172