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
KWM
2901
Kingsview Wealth Management
Oregon
$227M +$33.2M +17% 305
DBIA
2902
Dumont & Blake Investment Advisors
New Jersey
$227M +$6.11M +3% 182
NC
2903
Nexthera Capital
New York
$227M +$41.1M +22% 55
KSA
2904
Ken Stern & Associates
California
$226M +$8.83M +4% 118
RBC
2905
Roble Belko & Company
Pennsylvania
$226M +$17.2M +8% 324
SLT
2906
St Louis Trust
Missouri
$226M +$8.33M +4% 54
MIM
2907
Montgomery Investment Management
Maryland
$225M +$6.55M +3% 96
CFA
2908
Capstone Financial Advisors
Illinois
$225M +$18.1M +9% 89
CCM
2909
Cutler Capital Management
Massachusetts
$225M +$14M +7% 97
CPA
2910
Court Place Advisors
Maryland
$225M +$13.9M +7% 169
SWPG
2911
Strategic Wealth Partners Group
Illinois
$225M +$18.9M +9% 27
MSAM
2912
Moloney Securities Asset Management
Missouri
$225M +$23.7M +12% 290
DLG
2913
Daniel L. Goodwin
$224M +$2.83M +1% 100
NB
2914
Nicolet Bankshares
Wisconsin
$224M +$12.1M +6% 180
CCM
2915
CrestPoint Capital Management
Missouri
$224M +$11.2M +5% 227
DI
2916
Dalton Investments
Nevada
$224M -$41.7M -16% 33
TWMP
2917
Taylor Wealth Management Partners
Massachusetts
$224M +$3.03M +1% 172
SR
2918
Sloane Robinson
United Kingdom
$224M +$67.6M +43% 22
CIA
2919
Capital Impact Advisors
Massachusetts
$224M +$4.24M +2% 161
GMA
2920
Goldstein Munger & Associates
California
$223M +$5.92M +3% 35
GPC
2921
Guardian Point Capital
Virginia
$223M +$20.7M +10% 17
RCM
2922
Robinson Capital Management
Michigan
$223M -$6.23M -3% 110
CCM
2923
Compton Capital Management
Rhode Island
$223M +$3.39M +2% 150
IIM
2924
Ipswich Investment Management
Massachusetts
$223M +$9.35M +4% 149
DA
2925
Doliver Advisors
Texas
$223M +$15.6M +8% 318