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
SPA
2951
Sentinel Pension Advisors
Massachusetts
$594M +$50.7M +9% 127
KFS
2952
Kurt F. Somerville
$594M +$19.1M +3% 115
WI
2953
Walmart Inc
Arkansas
$593M +$282M +91% 2
BFO
2954
Biltmore Family Office
North Carolina
$592M +$5.26M +0.9% 288
MIC
2955
Maxi Investments CY
Cyprus
$591M +$89.1M +18% 157
WSCM
2956
Wellington Shields Capital Management
New York
$591M +$39.6M +7% 340
BBL
2957
Beck Bode LLC
Massachusetts
$591M +$54.6M +10% 133
WPI
2958
Walter Public Investments
Canada
$590M +$54.1M +10% 44
SWA
2959
Serenus Wealth Advisors
California
$589M -$13.8M -2% 67
SC
2960
Soundwatch Capital
Connecticut
$588M +$369M +168% 147
AGC
2961
Aspen Grove Capital
Colorado
$588M +$68.3M +13% 272
SP
2962
Stablepoint Partners
Massachusetts
$588M +$35.9M +7% 252
HCM
2963
Huber Capital Management
California
$588M +$56.9M +11% 112
BFC
2964
Blue Fin Capital
Rhode Island
$587M +$71.8M +14% 146
PCTC
2965
Perkins Coie Trust Company
Washington
$587M +$146M +33% 482
FCMC
2966
Founders Capital Management (Connecticut)
Connecticut
$587M +$43.4M +8% 79
CM
2967
Capital Management
Virginia
$587M +$9.64M +2% 83
UFF
2968
USA Financial Formulas
Michigan
$586M -$19.7M -3% 372
SHFA
2969
SC&H Financial Advisors
Maryland
$586M +$77.2M +15% 159
BA
2970
Bellwether Advisors
Nebraska
$585M +$107M +22% 617
TWM
2971
Tolleson Wealth Management
Texas
$585M +$66.5M +13% 89
ACP
2972
Albar Capital Partners
United Kingdom
$585M +$365M +166% 34
HEIP
2973
Hudson Edge Investment Partners
New Jersey
$584M +$92.6M +19% 108
TFA
2974
Tobias Financial Advisors
Florida
$584M +$69.4M +13% 127
IG
2975
Ithaka Group
Virginia
$584M +$93.4M +19% 40