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
BFC
2701
Bedel Financial Consulting
Indiana
$545M +$51.2M +10% 250
PSCM
2702
Per Stirling Capital Management
Texas
$545M +$63.5M +13% 224
MSA
2703
Mason Street Advisors
Wisconsin
$545M +$23.9M +5% 8
CFFP
2704
Center for Financial Planning
Michigan
$544M +$81.3M +18% 537
JTWM
2705
Jackson Thornton Wealth Management
Alabama
$544M +$61.2M +13% 54
NCM
2706
Nellore Capital Management
California
$544M +$12M +2% 11
GBT
2707
Grove Bank & Trust
Florida
$544M +$52.9M +11% 744
MAM
2708
Marquette Asset Management
Minnesota
$543M +$121M +29% 306
DCM
2709
Divisar Capital Management
California
$543M +$85.7M +19% 35
NEPWA
2710
New England Private Wealth Advisors
Massachusetts
$542M +$62M +13% 130
EWM
2711
Evermay Wealth Management
Virginia
$542M +$52.1M +11% 697
STB
2712
S&T Bank
Pennsylvania
$541M +$22.6M +4% 105
AFG
2713
Arkansas Financial Group
Arkansas
$541M +$49.9M +10% 67
MCO
2714
MAK Capital One
New York
$541M +$1.36M +0.3% 12
IR
2715
IAT Reinsurance
New York
$541M +$36M +7% 86
DWM
2716
Dorchester Wealth Management
Quebec, Canada
$541M +$46.1M +9% 164
CGA
2717
Compound Global Advisors
Washington
$540M +$101M +23% 39
CCM
2718
Canal Capital Management
Virginia
$540M +$49.7M +10% 163
MIOT
2719
Massachusetts Institute of Technology
Massachusetts
$540M -$41.6M -7% 13
TAM
2720
Titleist Asset Management
Texas
$540M +$109M +25% 240
ET
2721
Entropy Technologies
New York
$540M 533
AIP
2722
Almanack Investment Partners
Pennsylvania
$539M +$22.5M +4% 187
SFM
2723
Sphera Funds Management
Israel
$539M +$122M +29% 101
PI
2724
PFG Investments
New York
$538M +$5.25M +1% 558
TIS
2725
Tortoise Index Solutions
Kansas
$538M +$56.8M +12% 65