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
LWANC
2801
Laurel Wealth Advisors (North Carolina)
North Carolina
$304M +$38M +14% 563
WCP
2802
Welch Capital Partners
New York
$304M +$53.7M +21% 24
RIA
2803
Realta Investment Advisors
Delaware
$304M +$71.1M +31% 364
NA
2804
Newport Asia
California
$304M -$44.1M -13% 6
TB
2805
Terril Brothers
Missouri
$304M +$73.5M +32% 61
GBT
2806
Grove Bank & Trust
Florida
$304M +$50.3M +20% 184
GTC
2807
Ghost Tree Capital
New York
$303M +$76.8M +34% 56
IAA
2808
Ironsides Asset Advisors
North Carolina
$303M +$139M +84% 83
UF
2809
Univest Financial
Pennsylvania
$303M +$51.1M +20% 111
CAM
2810
Crestone Asset Management
Colorado
$303M +$57.4M +23% 86
CAC
2811
Certified Advisory Corp
Florida
$302M +$49.3M +19% 849
BAM
2812
Bruderman Asset Management
New York
$302M +$49.7M +20% 94
AFP
2813
Ausdal Financial Partners
Iowa
$302M +$19.1M +7% 314
SGH
2814
Sivik Global Healthcare
Connecticut
$302M +$48.5M +19% 62
NAH
2815
Neumann Advisory (HK)
Hong Kong
$301M +$113M +60% 10
FVWA
2816
Foster Victor Wealth Advisors
South Carolina
$301M +$73.4M +32% 131
AWM
2817
Avitas Wealth Management
California
$301M +$81.5M +37% 183
RIM
2818
Regent Investment Management
Kentucky
$301M +$58.2M +24% 198
MC
2819
Matisse Capital
Oregon
$301M +$46.8M +18% 204
IBT
2820
International Biotechnology Trust
United Kingdom
$301M +$81.5M +37% 59
MIP
2821
Marietta Investment Partners
Wisconsin
$301M +$67.9M +29% 139
CST
2822
Charles Schwab Trust
Nevada
$301M +$59.3M +25% 154
MWM
2823
Madison Wealth Management
Ohio
$300M +$51M +20% 127
BCB
2824
Brian C. Broderick
$300M +$47.6M +19% 82
CAM
2825
Cypress Asset Management
Texas
$300M +$68.4M +30% 131