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
MW
2851
Marcum Wealth
Ohio
$326M +$1.17M +0.4% 133
WCP
2852
Welch Capital Partners
New York
$326M +$21.8M +7% 24
TB
2853
Terril Brothers
Missouri
$326M +$21.9M +7% 60
CST
2854
Charles Schwab Trust
Nevada
$326M +$24.9M +8% 160
HFS
2855
Haverford Financial Services
Pennsylvania
$325M +$28.3M +10% 67
DDSF
2856
Diana Davis Spencer Foundation
Maryland
$324M +$492K +0.2% 3
TM
2857
Tikvah Management
North Carolina
$324M -$3.18M -1% 20
RG
2858
Rikoon Group
New Mexico
$324M +$24.2M +8% 224
ACM
2859
Aubrey Capital Management
United Kingdom
$323M +$100M +45% 62
RIM
2860
Regent Investment Management
Kentucky
$323M +$22.4M +7% 196
DWM
2861
Dorchester Wealth Management
Quebec, Canada
$323M +$7.54M +2% 141
HIM
2862
Hanlon Investment Management
New Jersey
$323M -$22M -6% 133
TFA
2863
Teamwork Financial Advisors
Texas
$323M +$43.5M +16% 215
SB
2864
Strategic Blueprint
Georgia
$323M +$38.9M +14% 233
DCP
2865
Diameter Capital Partners
New York
$323M -$243M -43% 35
NFG
2866
Nations Financial Group
Iowa
$322M +$40.8M +14% 300
RSVP
2867
Ramsay Stattman Vela & Price
Colorado
$322M +$32.5M +11% 64
PAM
2868
Paradigm Asset Management
New York
$322M -$1.87M -0.6% 382
ITFISA
2869
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$322M +$62.6M +24% 43
OPPTF
2870
OPSEU Pension Plan Trust Fund
Ontario, Canada
$322M +$29.9M +10% 275
BP
2871
Banbury Partners
North Carolina
$322M +$77.7M +32% 17
SCM
2872
Stamina Capital Management
New York
$321M +$52.6M +20% 33
FNC
2873
First National Corp
Massachusetts
$321M +$29.8M +10% 156
MCP
2874
Mirador Capital Partners
California
$321M +$53.4M +20% 178
MWM
2875
Marietta Wealth Management
Georgia
$321M +$28M +10% 113