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
PT
2976
Plimoth Trust
Massachusetts
$298M +$17M +6% 163
SDWMA
2977
Schneider Downs Wealth Management Advisors
Pennsylvania
$298M +$5.48M +2% 103
SA
2978
Strategic Advisors
New York
$298M +$30.1M +11% 160
AIS
2979
American Investment Services
Massachusetts
$298M +$13.5M +5% 138
OIA
2980
Optimum Investment Advisors
Illinois
$298M +$10.7M +4% 949
LSPW
2981
Lake Street Private Wealth
Illinois
$298M +$27.8M +10% 162
GMA
2982
Goldstein Munger & Associates
California
$298M +$32.4M +12% 39
AW
2983
Avion Wealth
Texas
$297M +$10M +3% 321
BRC
2984
Bishop Rock Capital
New York
$297M -$7.17M -2% 23
BPM
2985
Blue Pool Management
Hong Kong
$297M +$76.4M +35% 37
CIG
2986
Consolidated Investment Group
Colorado
$297M +$32.6M +12% 62
CWC
2987
Carolinas Wealth Consulting
North Carolina
$297M +$43.3M +17% 1,034
WC
2988
Westwind Capital
New Mexico
$297M +$33.4M +13% 44
OAM
2989
Oberweis Asset Management
Illinois
$297M +$42.4M +17% 152
TCWA
2990
Ten Capital Wealth Advisors
Washington
$297M 107
PGM
2991
Parian Global Management
New York
$297M -$36.2M -11% 56
KCPG
2992
Kavar Capital Partners Group
Kansas
$297M +$36.1M +14% 146
HC
2993
Hourglass Capital
Texas
$296M +$14M +5% 120
GAM
2994
Gould Asset Management
California
$296M +$10.8M +4% 141
SIA
2995
Strategic Investment Advisors
Michigan
$296M +$31.1M +12% 193
MP
2996
Mediatel Partners
Texas
$296M +$40.8M +16% 2
CCM
2997
Carderock Capital Management
Maryland
$296M +$24.7M +9% 73
PC
2998
Peavine Capital
Nevada
$296M +$1.42M +0.5% 11
GTC
2999
Ghost Tree Capital
New York
$296M -$7.68M -3% 58
MFS
3000
McNamara Financial Services
Massachusetts
$295M +$15.7M +6% 51