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
DOA
2726
D'Orazio & Associates
Virginia
$205M +$7.5M +4% 342
SHWM
2727
Smith & Howard Wealth Management
Georgia
$205M -$2.99M -1% 69
BREA
2728
Barings Real Estate Advisers
Connecticut
$205M +$22.2M +12% 36
DAM
2729
Doheny Asset Management
California
$205M +$11.7M +6% 114
OSNBOA
2730
Old Second National Bank of Aurora
Illinois
$204M +$5.63M +3% 348
CFSG
2731
Community Financial Services Group
Vermont
$204M +$2.77M +1% 282
GBBWRPM
2732
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$204M 366
SCM
2733
Stonerise Capital Management
California
$204M -$22.2M -10% 13
MC
2734
Muzinich & Co
New York
$204M +$1.28M +0.6% 36
HPCM
2735
High Pointe Capital Management
Illinois
$204M -$9.26M -4% 192
PAM
2736
Peak Asset Management
Colorado
$204M +$16.1M +9% 135
KIA
2737
Kopp Investment Advisors
Minnesota
$203M +$17.5M +9% 70
NI
2738
NFC Investments
Tennessee
$203M -$8.76M -4% 40
CYG
2739
Clean Yield Group
Vermont
$203M -$9.37M -4% 131
WCMN
2740
Westchester Capital Management (Nebraska)
Nebraska
$203M +$15.8M +8% 35
RAM
2741
Riggs Asset Management
Pennsylvania
$203M +$40.4M +25% 295
WA
2742
Wealth Architects
California
$202M +$16M +9% 133
HLC
2743
Hunt Lane Capital
New York
$202M 15
GA
2744
Giralda Advisors
New York
$202M -$16.6M -8% 19
BFIC
2745
Bedell Frazier Investment Counselling
California
$202M +$28.7M +17% 61
HBWM
2746
Hollow Brook Wealth Management
New York
$202M -$7.98M -4% 59
EWA
2747
Exencial Wealth Advisors
Oklahoma
$201M -$3.41M -2% 144
SMC
2748
Smith, Moore & Co
Missouri
$201M +$20.9M +12% 194
BHTS
2749
Bar Harbor Trust Services
Maine
$201M +$13.6M +7% 94
ATC
2750
Argent Trust Co
Tennessee
$201M +$25M +14% 248