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
BFA
3001
Benedict Financial Advisors
Georgia
$203M -$20.5M -9% 110
SHA
3002
Shelter Harbor Advisors
Connecticut
$202M +$76.5M +61% 30
FPIS
3003
Financial Planning & Information Services
Wisconsin
$202M -$56.6M -22% 48
BMC
3004
Benin Management Corp
Connecticut
$202M -$47.3M -19% 98
VVM
3005
Versant Venture Management
California
$202M -$92M -31% 10
CWM
3006
Chesapeake Wealth Management
Virginia
$202M -$23M -10% 210
PHK
3007
Point72 Hong Kong
Hong Kong
$202M -$65M -24% 1,390
DFG
3008
Delphi Financial Group
Delaware
$202M -$56.1M -22% 27
ACM
3009
Armbruster Capital Management
New York
$202M -$27.1M -12% 74
TWA
3010
TCI Wealth Advisors
Arizona
$202M -$35.5M -15% 1,816
MCM
3011
Marathon Capital Management
Maryland
$201M -$56.7M -22% 125
HCA
3012
Harbour Capital Advisors
Virginia
$201M -$47M -19% 245
DCM
3013
DAFNA Capital Management
California
$201M -$42.4M -17% 87
DBRC
3014
D.B. Root & Company
Pennsylvania
$201M -$26M -11% 222
PL
3015
Polianta Ltd
Jersey
$201M +$1.8M +0.9% 106
GG
3016
GenWealth Group
New Jersey
$201M -$16.3M -8% 67
AG
3017
Ashmore Group
United Kingdom
$201M +$49.1M +32% 30
TCM
3018
Tekne Capital Management
New York
$201M -$185M -48% 13
HA
3019
Hamel Associates
New Jersey
$201M -$30.1M -13% 97
FNBOMD
3020
First National Bank of Mount Dora
Florida
$201M -$32.2M -14% 104
BA
3021
Birinyi Associates
Connecticut
$200M -$80.7M -29% 97
BWL
3022
Bogart Wealth LLC
Virginia
$200M +$27.7M +16% 388
IWA
3023
Inspirion Wealth Advisors
Illinois
$200M -$35.5M -15% 77
ACP
3024
Aveo Capital Partners
Colorado
$200M -$23.6M -11% 158
VAS
3025
Valicenti Advisory Services
New York
$200M -$30.3M -13% 74