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
DW
2901
Domani Wealth
Pennsylvania
$215M -$18.5M -8% 115
CP
2902
Camelot Portfolios
Ohio
$215M -$7.46M -3% 242
GA
2903
Geller Advisors
New York
$214M +$45.3M +27% 32
AIP
2904
Ahrens Investment Partners
Louisiana
$214M -$51.7M -19% 197
SCM
2905
Stonehill Capital Management
New York
$214M -$49.4M -19% 23
GWA
2906
Guidant Wealth Advisors
Illinois
$214M -$25M -10% 308
IAS
2907
IMA Advisory Services
Colorado
$214M -$41.4M -16% 368
GBT
2908
Grove Bank & Trust
Florida
$214M -$29.3M -12% 160
1WA
2909
180 Wealth Advisors
Washington
$214M -$2.07M -1% 254
SIMM
2910
Stillwater Investment Management (Minnesota)
Minnesota
$214M -$33.7M -14% 67
KS
2911
Karpas Strategies
Connecticut
$214M -$28.2M -12% 124
NAMP
2912
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$214M -$43.5M -17% 116
EDRIA
2913
Edmonds Duncan Registered Investment Advisors
Kansas
$214M -$30.5M -12% 122
ACM
2914
Ativo Capital Management
Illinois
$214M -$160M -43% 221
ACM
2915
Alpha Capital Management
Texas
$214M -$35.4M -14% 96
OCM
2916
Oakwood Capital Management
California
$213M -$33.5M -14% 55
DMK
2917
David M. Knott
$213M -$95.4M -31% 113
OFG
2918
OTA Financial Group
New York
$213M -$28.9M -12% 103
LWS
2919
Lucia Wealth Services
California
$213M -$108M -34% 229
SAM
2920
Sycomore Asset Management
France
$212M 34
APC
2921
Alta Park Capital
California
$212M -$59.8M -22% 38
WIM
2922
Wittenberg Investment Management
Massachusetts
$212M -$31.8M -13% 87
CAM
2923
Chou Associates Management
Ontario, Canada
$212M -$66.4M -24% 25
CIM
2924
Castleton Investment Management
Connecticut
$212M -$48.3M -19% 71
MPEM
2925
Marathon Partners Equity Management
New York
$212M -$44.1M -17% 18