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
GSWM
2901
Golden State Wealth Management
California
$453M +$150M +49% 311
WC
2902
Walthausen & Co
New York
$453M -$21.4M -5% 158
LOPW
2903
Live Oak Private Wealth
North Carolina
$453M +$45.6M +11% 164
ACP
2904
Aveo Capital Partners
Colorado
$453M +$55.7M +14% 277
KA
2905
KLCM Advisors
Wisconsin
$452M +$11M +3% 119
DCM
2906
DG Capital Management
New York
$452M +$56.4M +14% 251
FTC
2907
Farmers Trust Company
Ohio
$452M +$17.5M +4% 174
BCP
2908
Berylson Capital Partners
Massachusetts
$451M +$40.4M +10% 75
CAM
2909
Columbia Asset Management
Michigan
$451M -$101M -18% 192
BCM
2910
Buckhead Capital Management
Georgia
$451M +$21.8M +5% 144
LWANC
2911
Laurel Wealth Advisors (North Carolina)
North Carolina
$450M +$37.7M +9% 773
SNT
2912
Security National Trust
West Virginia
$450M +$24.8M +6% 422
MCM
2913
Mason Capital Management
New York
$450M +$182M +68% 46
SG
2914
Stonnington Group
California
$450M +$36.9M +9% 288
CICI
2915
Capital Investment Counsel Inc
North Carolina
$449M +$74.7M +20% 210
PFA
2916
Paradigm Financial Advisors
Missouri
$449M +$38.1M +9% 226
RWA
2917
Redhawk Wealth Advisors
Minnesota
$448M +$42M +10% 296
BPM
2918
Bowling Portfolio Management
Ohio
$448M +$27.5M +7% 236
DTA
2919
Disruptive Technology Advisers
Texas
$448M +$306M +216% 5
LC
2920
Lindbrook Capital
California
$447M +$10.2M +2% 2,065
IAM
2921
Infusive Asset Management
New York
$447M +$20.6M +5% 84
GPP
2922
Great Point Partners
Connecticut
$447M -$36.6M -8% 40
FWM
2923
FFT Wealth Management
Pennsylvania
$447M +$142M +46% 253
PWW
2924
Pettyjohn Wood & White
Virginia
$446M +$24.8M +6% 161
FRM
2925
Foundation Resource Management
Arkansas
$446M +$25.3M +6% 52