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
NA
2801
Newport Asia
California
$304M -$44.1M -13% 6
TB
2802
Terril Brothers
Missouri
$304M +$73.5M +32% 61
GBT
2803
Grove Bank & Trust
Florida
$304M +$50.3M +20% 184
GTC
2804
Ghost Tree Capital
New York
$303M +$76.8M +34% 56
IAA
2805
Ironsides Asset Advisors
North Carolina
$303M +$139M +84% 83
UF
2806
Univest Financial
Pennsylvania
$303M +$51.1M +20% 111
CAM
2807
Crestone Asset Management
Colorado
$303M +$57.4M +23% 86
CAC
2808
Certified Advisory Corp
Florida
$302M +$49.3M +19% 849
BAM
2809
Bruderman Asset Management
New York
$302M +$49.7M +20% 94
AFP
2810
Ausdal Financial Partners
Iowa
$302M +$19.1M +7% 314
SGH
2811
Sivik Global Healthcare
Connecticut
$302M +$48.5M +19% 62
NAH
2812
Neumann Advisory (HK)
Hong Kong
$301M +$113M +60% 10
FVWA
2813
Foster Victor Wealth Advisors
South Carolina
$301M +$73.4M +32% 131
AWM
2814
Avitas Wealth Management
California
$301M +$81.5M +37% 183
RIM
2815
Regent Investment Management
Kentucky
$301M +$58.2M +24% 198
MC
2816
Matisse Capital
Oregon
$301M +$46.8M +18% 204
IBT
2817
International Biotechnology Trust
United Kingdom
$301M +$81.5M +37% 59
MIP
2818
Marietta Investment Partners
Wisconsin
$301M +$67.9M +29% 139
CST
2819
Charles Schwab Trust
Nevada
$301M +$59.3M +25% 154
MWM
2820
Madison Wealth Management
Ohio
$300M +$51M +20% 127
BCB
2821
Brian C. Broderick
$300M +$47.6M +19% 82
CAM
2822
Cypress Asset Management
Texas
$300M +$68.4M +30% 131
CM
2823
Capital Management
Virginia
$300M +$26.5M +10% 75
BC
2824
Brio Consultants
California
$299M +$49.2M +20% 83
RG
2825
Rikoon Group
New Mexico
$299M +$58M +24% 216