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
HI
2901
Hoey Investments
Pennsylvania
$523M +$74.1M +17% 412
ES
2902
Eagle Strategies
New York
$523M +$72.8M +16% 348
DAM
2903
Deltec Asset Management
New York
$523M +$15.8M +3% 176
SIG
2904
Sky Investment Group
Connecticut
$523M +$3M +0.6% 132
BWA
2905
Bordeaux Wealth Advisors
California
$523M +$222M +74% 146
WPI
2906
Walter Public Investments
Canada
$523M +$11.2M +2% 43
GPP
2907
Great Point Partners
Connecticut
$522M -$120M -19% 42
FSCM
2908
Front Street Capital Management
Montana
$522M -$10.6M -2% 73
CFO
2909
Callan Family Office
Pennsylvania
$521M +$94.3M +22% 157
TAIM
2910
Te Ahumairangi Investment Management
New Zealand
$520M -$55.1M -10% 88
DSC
2911
Duncker Streett & Co
Missouri
$520M +$13.6M +3% 499
EFG
2912
Embree Financial Group
Illinois
$520M +$10.3M +2% 194
BEI
2913
Benjamin Edwards Inc
Missouri
$520M +$16.5M +3% 784
CA
2914
Crane Advisory
California
$519M +$22.7M +5% 43
WLIM
2915
White Lighthouse Investment Management
Massachusetts
$518M +$26M +5% 126
DLCIG
2916
D.L. Carlson Investment Group
New Hampshire
$518M +$5.95M +1% 152
CWC
2917
Carolinas Wealth Consulting
North Carolina
$518M +$10.7M +2% 1,089
LKIM
2918
Lawson Kroeker Investment Management
Nebraska
$518M -$9.62M -2% 90
BDF
2919
Black Diamond Financial
Maryland
$518M +$148M +40% 142
HEIP
2920
Hudson Edge Investment Partners
New Jersey
$518M +$5.43M +1% 203
DWM
2921
Dorchester Wealth Management
Quebec, Canada
$518M -$38.1M -7% 175
PCM
2922
Primavera Capital Management
Cayman Islands
$518M -$97.7M -16% 4
LS
2923
Leelyn Smith
Illinois
$517M +$17.9M +4% 131
DWA
2924
Divergent Wealth Advisors
Utah
$517M +$17M +3% 33
FFWA
2925
FRG Family Wealth Advisors
Washington
$517M +$6.82M +1% 376