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
SFWA
2601
Summit Financial Wealth Advisors
Louisiana
$304M +$13.2M +5% 157
BCM
2602
BHZ Capital Management
California
$304M +$24.3M +9% 120
IA
2603
Independence Advisors
Pennsylvania
$303M +$6.8M +2% 80
CFA
2604
Capstone Financial Advisors
Illinois
$303M +$35.1M +13% 102
WA
2605
Wealth Architects
California
$302M -$2.98M -1% 136
JAM
2606
JCIC Asset Management
Ontario, Canada
$302M -$2.49M -0.8% 127
AWA
2607
Arete Wealth Advisors
Illinois
$302M -$5.57M -2% 357
AAMA
2608
Advanced Asset Management Advisors
Ohio
$301M -$2.91M -1% 128
RMPT
2609
Raytheon Master Pension Trust
Massachusetts
$301M +$90M +43% 5
FFWA
2610
FRG Family Wealth Advisors
Washington
$301M -$8.46M -3% 154
HAM
2611
Harber Asset Management
North Carolina
$301M +$24.6M +9% 55
GP
2612
Greenline Partners
New York
$301M -$279K -0.1% 71
VHMC
2613
Value Holdings Management Company
New York
$301M +$15.3M +5% 30
SNT
2614
Security National Trust
West Virginia
$301M -$9.62M -3% 409
PCM
2615
Palouse Capital Management
Washington
$300M +$4.58M +2% 109
MC
2616
Martin & Co
Tennessee
$300M -$15M -5% 109
PCA
2617
Private Capital Advisors
Connecticut
$300M +$12.2M +4% 113
PCM
2618
Piermont Capital Management
Missouri
$300M -$5.12M -2% 270
WI
2619
WrapManager Inc
California
$299M -$3.4M -1% 299
IC
2620
Immersion Capital
United Kingdom
$299M +$13.6M +5% 6
DM
2621
Diker Management
New York
$298M +$20.2M +7% 74
BC
2622
Blackstart Capital
New York
$298M +$47M +19% 38
BA
2623
Bristlecone Advisors
Washington
$298M -$17.7M -6% 149
NFC
2624
Northeast Financial Consultants
Connecticut
$298M -$3.37M -1% 158
FFW
2625
Fusion Family Wealth
New York
$297M -$103M -26% 300