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
AWM
2526
Avitas Wealth Management
California
$711M +$28.6M +4% 209
TS
2527
Tamar Securities
California
$711M +$94.6M +15% 76
NPCM
2528
North Peak Capital Management
New York
$711M -$140M -16% 10
FAM
2529
Flaharty Asset Management
Florida
$711M +$34.4M +5% 450
ITP
2530
Iron Triangle Partners
Connecticut
$711M -$243M -25% 37
SLT
2531
St Louis Trust
Missouri
$711M +$56.7M +9% 125
DA
2532
Dillon & Associates
Michigan
$711M +$22.8M +3% 85
MIG
2533
McGuire Investment Group
Rhode Island
$710M +$12.7M +2% 116
PC
2534
Pier Capital
Connecticut
$710M +$37.4M +6% 143
VCM
2535
Vision Capital Management
Oregon
$709M +$37.2M +6% 131
ICA
2536
Infrastructure Capital Advisors
New York
$709M -$9.67M -1% 142
BFC
2537
Bedel Financial Consulting
Indiana
$709M +$26.4M +4% 262
AA
2538
AF Advisors
California
$708M +$163M +30% 23
MAP
2539
Managed Asset Portfolios
Michigan
$708M +$33.3M +5% 48
MTWSIF
2540
Mivtachim The Workers Social Insurance Fund
Israel
$708M -$141M -17% 45
BEAM
2541
Baker Ellis Asset Management
Washington
$707M +$43.1M +6% 231
HWA
2542
HHM Wealth Advisors
Tennessee
$705M +$40.5M +6% 842
BCMLT
2543
Beacon Capital Management LLC (Tennessee)
Tennessee
$704M +$161M +30% 1,233
LF
2544
Lee Financial
Texas
$704M +$90.5M +15% 188
DC
2545
Dendur Capital
New York
$704M +$165M +31% 20
WF
2546
WoodTrust Financial
Wisconsin
$703M +$60.3M +9% 193
PCOC
2547
Power Corp of Canada
Canada
$703M -$88.7M -11% 3
DOA
2548
D'Orazio & Associates
Virginia
$703M +$51.9M +8% 249
SCM
2549
Stevens Capital Management
Pennsylvania
$703M +$407M +138% 314
FCP
2550
Fine Capital Partners
New York
$702M -$142M -17% 2