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
CFA
2876
CT Financial Advisors
Pennsylvania
$174M +$14.5M +9% 681
IP
2877
InvenTrust Properties
Illinois
$174M -$3.39M -2% 22
BC
2878
Birchview Capital
Vermont
$174M +$18.3M +12% 46
LWM
2879
LBA Wealth Management
Florida
$174M +$15M +9% 432
SXM
2880
SC XII Management
California
$173M -$82M -32% 3
BPCA
2881
Bank Pictet & Cie (Asia)
Singapore
$173M +$40.4M +31% 57
FWM
2882
Focused Wealth Management
New York
$173M +$20.7M +14% 777
NI
2883
Nepsis Inc
Minnesota
$172M +$4.44M +3% 35
IFA
2884
Interactive Financial Advisors
Illinois
$172M -$4.03M -2% 126
GAAM
2885
Guinness Atkinson Asset Management
California
$172M +$15.3M +10% 72
FC
2886
FCA Corp
Texas
$172M +$89K +0.1% 144
KCM
2887
Karp Capital Management
California
$172M +$25.6M +18% 369
CPA
2888
Capital Planning Advisors
California
$172M +$19.4M +13% 112
FWC
2889
First Washington Corp
Washington
$172M +$5.96M +4% 96
WKWM
2890
Walter & Keenan Wealth Management
Indiana
$172M +$9.79M +6% 147
KL
2891
Kinsight LLC
Alabama
$171M +$22.8M +15% 34
SRCM
2892
Swift Run Capital Management
Virginia
$171M -$20.2M -11% 58
BSWMG
2893
Barrington Strategic Wealth Management Group
Illinois
$171M +$14.3M +9% 103
CBTWT
2894
Community Bank & Trust (Waco, Texas)
Texas
$171M 113
VVM
2895
Versant Venture Management
California
$171M -$3.46M -2% 7
OCM
2896
Oskie Capital Management
New York
$171M -$4.08M -2% 22
NP
2897
NorthRock Partners
Minnesota
$171M +$12M +8% 49
GHA
2898
Garcia Hamilton & Associates
Texas
$171M +$7.3M +4% 71
KCM
2899
Kempner Capital Management
Texas
$170M -$6.02M -3% 78
MFS
2900
Monetta Financial Services
Illinois
$170M +$7.48M +5% 103