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
NHC
2551
Nicholas Hoffman & Company
Georgia
$291M -$6.23M -2% 197
MTCM
2552
Mint Tower Capital Management
Netherlands
$291M -$32.6M -10% 189
OIA
2553
Optimum Investment Advisors
Illinois
$291M -$70.9M -20% 1,083
FBC
2554
Fairfield, Bush & Co
Connecticut
$291M -$65.6M -18% 164
BWA
2555
BDO Wealth Advisors
Florida
$291M -$18.8M -6% 667
FPFS
2556
First Personal Financial Services
North Carolina
$290M -$26.7M -8% 719
EPM
2557
Elm Partners Management
Pennsylvania
$290M 31
CAM
2558
Cozad Asset Management
Illinois
$290M -$52.2M -15% 255
MBT
2559
Montecito Bank & Trust
California
$289M -$45.6M -14% 209
CDIA
2560
Capital Directions Investment Advisors
Georgia
$289M -$40.5M -12% 182
QFA
2561
Quattro Financial Advisors
Texas
$289M +$13.9M +5% 98
RCIM
2562
Red Cedar Investment Management
Michigan
$289M -$49.5M -15% 27
SFG
2563
StrategIQ Financial Group
Indiana
$289M -$26.9M -9% 191
AI
2564
ArchPoint Investors
Florida
$288M -$79.6M -22% 149
LHC
2565
Lodge Hill Capital
New York
$288M -$114M -28% 37
TAS
2566
TIFF Advisory Services
Pennsylvania
$288M +$102M +55% 11
DWM
2567
Dorchester Wealth Management
Quebec, Canada
$287M -$34.7M -11% 130
PMFA
2568
Plante Moran Financial Advisors
Michigan
$287M -$19.7M -6% 1,010
BS
2569
Boenning & Scattergood
Pennsylvania
$287M -$28.1M -9% 291
AWE
2570
Avidian Wealth Enterprises
Texas
$286M -$33.2M -10% 127
MAM
2571
Mark Asset Management
New York
$286M -$50.2M -15% 57
SMG
2572
Spectrum Management Group
Indiana
$286M -$30.1M -10% 250
LIM
2573
Lathrop Investment Management
Arkansas
$286M -$101M -26% 77
BCM
2574
Buckhead Capital Management
Georgia
$285M -$40.7M -12% 95
CWM
2575
Cranbrook Wealth Management
Michigan
$285M +$49K +0% 272