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
BAM
2476
Bell Asset Management
Australia
$682M +$26.6M +4% 64
MBTD
2477
Mechanics Bank - Trust Department
California
$681M +$40.2M +6% 196
MWA
2478
Monograph Wealth Advisors
California
$681M +$124M +22% 165
IWS
2479
Insight Wealth Strategies
California
$681M +$62M +10% 185
KWM
2480
Keebeck Wealth Management
Illinois
$680M +$73.7M +12% 289
CM
2481
CastleKnight Management
New York
$679M +$55.6M +9% 316
FMP
2482
Financial Management Professionals
Texas
$679M +$64.8M +11% 1,133
CNBT
2483
Canandaigua National Bank & Trust
New York
$678M +$31.6M +5% 276
PIMC
2484
Praesidium Investment Management Company
New York
$678M -$132M -16% 15
OWA
2485
Octavia Wealth Advisors
Ohio
$677M +$109M +19% 242
IDA
2486
Intelligence Driven Advisers
California
$677M +$57.9M +9% 109
GLR
2487
Great Lakes Retirement
Ohio
$676M +$68.4M +11% 234
LG
2488
LaFleur & Godfrey
Michigan
$676M +$4.83M +0.7% 139
SCA
2489
Stillwater Capital Advisors
Pennsylvania
$675M +$51.6M +8% 71
KBG
2490
Kahn Brothers Group
New York
$674M +$39.6M +6% 56
FAM
2491
Flaharty Asset Management
Florida
$674M +$40.7M +6% 126
LCG
2492
Luxor Capital Group
New York
$674M +$62.2M +10% 39
AWP
2493
Ascent Wealth Partners
New York
$674M +$61.1M +10% 167
ACP
2494
Aviance Capital Partners
Florida
$673M +$206M +44% 323
UWPG
2495
Ullmann Wealth Partners Group
Florida
$673M +$59.9M +10% 116
HFS
2496
Heritage Financial Services
Massachusetts
$672M +$84.3M +14% 113
BEAM
2497
Baker Ellis Asset Management
Washington
$672M +$47.6M +8% 224
WCM
2498
WestBridge Capital Management
Mauritius
$671M -$334M -33% 3
VCM
2499
Vision Capital Management
Oregon
$670M +$29M +5% 121
SVCP
2500
Silicon Valley Capital Partners
California
$670M +$73.9M +12% 403