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
HPWM
3001
Highland Private Wealth Management
Washington
$209M +$15M +8% 91
CWM
3002
Confluence Wealth Management
Oregon
$209M +$6.33M +3% 128
AAP
3003
Arax Advisory Partners
Colorado
$209M +$1.21M +0.6% 547
OFW
3004
Omnia Family Wealth
Florida
$209M +$2.76M +1% 769
MC
3005
Mathes Company
New York
$209M +$20.8M +11% 146
ISB
3006
Iowa State Bank
Iowa
$209M +$4.64M +2% 98
BCFA
3007
BP Capital Fund Advisors
Texas
$209M -$9.08M -4% 58
SMC
3008
S. Muoio & Co
New York
$209M -$7.12M -3% 117
RBC
3009
Roble Belko & Company
Pennsylvania
$209M +$6.53M +3% 377
EECFI
3010
EnCap Energy Capital Fund IX
Texas
$208M +$23.3M +13% 1
ACP
3011
Aquiline Capital Partners
New York
$208M +$155M +294% 2
DCM
3012
Dean Capital Management
Kansas
$208M +$62.2M +43% 86
EGA
3013
E&G Advisors
Texas
$208M +$13.1M +7% 161
IAS
3014
IMA Advisory Services
Colorado
$208M +$8.93M +4% 142
PVI
3015
Pura Vida Investments
New York
$208M -$81.1M -28% 101
GAM
3016
Gould Asset Management
California
$207M +$8.04M +4% 131
DA
3017
Doliver Advisors
Texas
$207M +$79.9M +63% 305
CFA
3018
Capstone Financial Advisors
Illinois
$207M +$9.68M +5% 81
CBTWT
3019
Community Bank & Trust (Waco, Texas)
Texas
$207M +$3.36M +2% 127
GIM
3020
Greystone Investment Management
Ohio
$206M -$31K -0% 55
CIC
3021
Chase Investment Counsel
Virginia
$206M -$1.97M -0.9% 103
K
3022
Kemper
Illinois
$206M +$9.35M +5% 20
WAP
3023
Wealthcare Advisory Partners
Pennsylvania
$206M +$22.6M +12% 160
SWPG
3024
Strategic Wealth Partners Group
Illinois
$206M +$8.97M +5% 26
LWM
3025
Lyell Wealth Management
California
$205M +$20.7M +11% 109