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
CWM
2651
Circle Wealth Management
New Jersey
$294M +$17M +6% 104
BWA
2652
BDO Wealth Advisors
Florida
$294M +$27.3M +10% 707
FP
2653
FFL Partners
California
$294M -$22.8M -7% 2
DP
2654
Dundas Partners
United Kingdom
$293M -$29.4M -9% 36
NP
2655
NorthRock Partners
Minnesota
$293M -$14.1M -5% 62
IWC
2656
Integrated Wealth Concepts
Massachusetts
$293M +$43.6M +17% 239
ADL
2657
Asset Dedication LLC
California
$293M +$91.2M +45% 823
PBT
2658
Pictet Bank & Trust
Bahamas
$293M +$11.4M +4% 84
LF
2659
Lannebo Fonder
Sweden
$293M +$59.7M +26% 23
PIM
2660
Parker Investment Management
California
$292M +$11.4M +4% 26
OHCM
2661
Oak Hill Capital Management
New York
$292M -$60.8M -17% 3
IAA
2662
Ironsides Asset Advisors
North Carolina
$292M +$31.3M +12% 108
SCM
2663
Symons Capital Management
Pennsylvania
$292M -$37.5M -11% 86
KWMG
2664
King Wealth Management Group
Florida
$292M +$10.2M +4% 128
LWIC
2665
Leith Wheeler Investment Counsel
British Columbia, Canada
$292M +$188M +181% 33
MG
2666
McCutchen Group
Washington
$292M +$3.2M +1% 20
PT
2667
Plimoth Trust
Massachusetts
$292M +$2.34M +0.8% 190
CBOR
2668
Community Bank of Raymore
Missouri
$292M +$39.2M +16% 52
BRCM
2669
Bright Rock Capital Management
Massachusetts
$292M +$742K +0.3% 82
TCM
2670
Thames Capital Management
New Jersey
$292M +$55.9M +24% 41
WCP
2671
Welch Capital Partners
New York
$291M +$209K +0.1% 37
HFA
2672
High Falls Advisors
New York
$291M +$11.8M +4% 98
CTC (Chicago Trading Company)
2673
CTC (Chicago Trading Company)
Illinois
$291M -$166M -36% 17
TCM
2674
Telos Capital Management
California
$290M +$8.92M +3% 163
GAM
2675
Gemmer Asset Management
California
$290M -$244K -0.1% 1,543