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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
BDWM
2301
Brewin Dolphin Wealth Management
Ireland
$468M +$283M +152% 21.4% 47.8% 295 33.56%
BPM
2302
Bowling Portfolio Management
Ohio
$468M +$62.1M +15% 23% 45.7% 325 4.92%
SGA
2303
Strategic Global Advisors
California
$468M +$78.7M +20% 23.1% 137% 156 23.72%
HAG
2304
HighPoint Advisor Group
Illinois
$468M +$47.8M +11% 25% 385 16.62%
EI
2305
Ellevest Inc
New York
$468M +$106M +29% 17% 73.8% 1,470 32.59%
GMP
2306
Great Mountain Partners
Connecticut
$467M 32.4% 95.3% 1
OPCM
2307
Osborne Partners Capital Management
California
$467M +$83.2M +22% 25% 60.8% 156 10.9%
JVBC
2308
J.V. Bruni & Co
Colorado
$467M +$77.3M +20% 21.1% 97.9% 25 8%
CIM
2309
Chiron Investment Management
New York
$467M +$40.9M +10% 32.2% 104% 91 61.54%
EHPM
2310
Emery Howard Portfolio Management
California
$467M +$57.4M +14% 19.4% 66.5% 34 17.65%
JFA
2311
JNBA Financial Advisors
Minnesota
$466M +$50M +12% 16.9% 61.8% 598 6.69%
FVP
2312
Firefly Value Partners
Pennsylvania
$466M -$63.9M -12% 46.3% 25.7% 19 26.32%
CAAS
2313
Capital Asset Advisory Services
Michigan
$466M +$89M +24% 18.7% 51% 592 16.72%
ACM
2314
Archon Capital Management
Washington
$465M +$194M +71% 65.4% 222% 44 45.45%
HPWM
2315
Highland Private Wealth Management
Washington
$465M +$99.2M +27% 20.5% 19% 140 22.14%
VFP
2316
Verus Financial Partners
Virginia
$464M +$136M +42% 15.9% 41.6% 76 13.16%
SL
2317
Salomon & Ludwin
Virginia
$464M +$75.6M +19% 20.4% 52.6% 238 74.79%
NGA
2318
Naples Global Advisors
Florida
$464M +$82.5M +22% 18.5% 103% 347 11.53%
BL
2319
BFSG LLC
California
$464M +$74.4M +19% 16% 81.9% 186 32.8%
EFSCE
2320
Enterprise Financial Services Corp (EFSC)
Missouri
$464M +$67.2M +17% 17.1% 100% 1,412 15.51%
KL
2321
KWMG LLC
Kansas
$462M +$88.3M +24% 14.6% 72.3% 126 5.56%
GIA
2322
Granite Investment Advisors
New Hampshire
$462M +$60.6M +15% 16.9% 55.6% 164 17.68%
PCG
2323
Private Capital Group
Connecticut
$462M +$75.4M +20% 19.4% 30.1% 2,334 13.71%
TFA
2324
Toth Financial Advisory
Virginia
$462M +$115M +33% 23.3% 82.5% 632 38.13%
MAP
2325
Managed Asset Portfolios
Michigan
$461M +$85.7M +23% 18.9% 99.2% 33 9.09%