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
LWM
2751
Lyell Wealth Management
California
$270M +$18.5M +7% 113
GIP
2752
Greatmark Investment Partners
Georgia
$270M -$2.01M -0.7% 116
FAM
2753
Foundation Asset Management
New York
$270M -$62.5M -19% 32
AC
2754
Alatus Capital
Switzerland
$270M +$3.07M +1% 2
NCM
2755
Noesis Capital Mangement
Florida
$270M -$8.11M -3% 110
SG
2756
Strid Group
Pennsylvania
$270M -$3.56M -1% 31
NU
2757
Northwestern University
Illinois
$269M +$47.6M +21% 3
RA
2758
RFG Advisory
Alabama
$269M +$54.8M +26% 213
VNA
2759
Valley National Advisers
Pennsylvania
$269M -$18.6M -6% 747
CRCM
2760
Cat Rock Capital Management
Connecticut
$269M +$61.9M +30% 9
AWA
2761
ARS Wealth Advisors
Florida
$268M -$1.04M -0.4% 125
MPEM
2762
Marathon Partners Equity Management
New York
$268M +$19.4M +8% 26
HAIM
2763
Hunter Associates Investment Management
Pennsylvania
$268M -$3.65M -1% 165
ECM
2764
Endurant Capital Management
California
$268M -$59.5M -18% 92
HT
2765
Heritage Trust
Oklahoma
$268M -$10.8M -4% 418
GAM
2766
GuardCap Asset Management
United Kingdom
$268M +$28.3M +12% 22
LI
2767
Lafayette Investments
Maryland
$268M -$12M -4% 78
DOA
2768
D'Orazio & Associates
Virginia
$267M -$17.2M -6% 374
DWA
2769
Divergent Wealth Advisors
Utah
$267M +$30.9M +13% 187
HCM
2770
Harvey Capital Management
Florida
$267M -$8.8M -3% 90
PH
2771
Pinnacle Holdings
Oklahoma
$267M -$8.22M -3% 226
BCB
2772
Brian C. Broderick
$267M -$7.27M -3% 92
BWA
2773
BDO Wealth Advisors
Florida
$266M +$43.7M +20% 640
PGC
2774
Pacific Grove Capital
California
$266M +$67M +34% 99
DSAM
2775
Dock Street Asset Management
Florida
$266M +$7.93M +3% 57