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
HHGA
2551
Halbert Hargrove Global Advisors
California
$233M +$29M +14% 107
AHS
2552
Aspiriant Holdings S3
California
$233M +$15.6M +7% 109
NTCM
2553
Nine Ten Capital Management
Illinois
$232M +$10M +5% 13
IWM
2554
Integrated Wealth Management
California
$232M +$3.8M +2% 1,497
TWMP
2555
Taylor Wealth Management Partners
Massachusetts
$232M +$24.7M +12% 177
PCA
2556
Private Capital Advisors
Connecticut
$232M -$7.38M -3% 116
SA
2557
Smithwood Advisers
California
$232M -$43M -16% 20
BFG
2558
Bouchey Financial Group
New York
$231M +$23.5M +11% 76
HHAM
2559
HITE Hedge Asset Management
Massachusetts
$231M -$5.39M -2% 77
PCP
2560
Proprium Capital Partners
Connecticut
$231M -$5.62M -2% 2
AGA
2561
Accuvest Global Advisors
Utah
$231M +$11.9M +5% 76
PFA
2562
Pure Financial Advisors
California
$231M +$17.1M +8% 72
UAS
2563
United Asset Strategies
New York
$230M +$13.4M +6% 143
AG
2564
Alibaba Group
Hong Kong
$230M 3
WPP
2565
Whalerock Point Partners
Rhode Island
$230M -$2.12M -0.9% 162
WA
2566
Waverly Advisors
Alabama
$230M +$84.7M +58% 469
FBT
2567
First Bankers Trust
Kentucky
$230M +$12.5M +6% 148
CA
2568
Continental Advisors
Utah
$229M +$3.83M +2% 134
WC
2569
Whitney & Co
New York
$229M +$8.14M +4% 116
NCMW
2570
Northern Capital Management (Wisconsin)
Wisconsin
$229M -$1.47M -0.6% 160
ECP
2571
Electron Capital Partners
New York
$228M +$72.4M +46% 44
IAM
2572
Ion Asset Management
Israel
$228M +$156M +218% 26
GIP
2573
Greatmark Investment Partners
Georgia
$228M +$12M +6% 87
SAM
2574
SignalPoint Asset Management
Missouri
$228M +$6.74M +3% 223
PAAMCP
2575
Pacific Alternative Asset Management Company (PAAMCO)
California
$228M +$52.4M +30% 55