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
BC
2676
Brio Consultants
California
$606M +$13.5M +2% 99
CAS
2677
Coppell Advisory Solutions
Texas
$606M 1,798
CPC
2678
Consolidated Planning Corp
Georgia
$606M +$21.4M +4% 208
OCA
2679
Octagon Capital Advisors
New York
$606M -$217M -26% 58
TC
2680
Toews Corporation
New Jersey
$606M +$30.6M +5% 19
SG
2681
Strid Group
Pennsylvania
$605M +$48.4M +9% 63
BEC
2682
Blue Edge Capital
Virginia
$604M +$6.38M +1% 115
DCM
2683
Disciplina Capital Management
Tennessee
$604M +$10.9M +2% 57
AWP
2684
Abacus Wealth Partners
California
$603M +$7.23M +1% 93
EFL
2685
ERn Financial LLC
Wisconsin
$603M +$26.3M +5% 183
HAS
2686
HBW Advisory Services
California
$603M +$68.3M +13% 376
TCMX
2687
Technology Crossover Management XI
California
$602M +$159M +36% 3
BT
2688
Brandywine Trust
Delaware
$602M +$12.6M +2% 32
NEAM
2689
New England Asset Management
Connecticut
$602M -$43.4M -7% 119
JPWM
2690
Jamison Private Wealth Management
Georgia
$602M +$10.3M +2% 544
GM
2691
Granger Management
New York
$600M +$99.2M +20% 23
KWMG
2692
King Wealth Management Group
Florida
$600M +$29.6M +5% 149
GHCMRT
2693
Graham Holdings Co Master Retirement Trust
Virginia
$599M -$15.3M -2% 2
BCA
2694
Bay Colony Advisors
Massachusetts
$599M +$31.1M +5% 450
GCIA
2695
Gabelli & Co Investment Advisers
New York
$599M +$23.7M +4% 305
GA
2696
Goldstein Advisors
Wisconsin
$598M +$12.3M +2% 197
GIM
2697
Greylin Investment Management
Virginia
$598M -$25.7M -4% 85
RBC
2698
Roble Belko & Company
Pennsylvania
$597M +$14.6M +3% 396
JBA
2699
Johnson Bixby & Associates
Washington
$597M +$21.7M +4% 115
HDIM
2700
Hanson & Doremus Investment Management
Vermont
$597M +$16.6M +3% 496