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
PWMG
3001
Prestige Wealth Management Group
New Jersey
$421M +$23.6M +6% 1,102
FNC
3002
First National Corp
Massachusetts
$421M +$879K +0.2% 168
OMC
3003
Overbrook Management Corp
New York
$421M +$39.2M +10% 82
PFBT
3004
Parkside Financial Bank & Trust
Missouri
$421M +$49.4M +13% 2,125
CPRC
3005
Consolidated Portfolio Review Corp
New York
$421M +$51.1M +14% 333
PSP
3006
Principal Street Partners
Tennessee
$421M +$25.1M +6% 240
TCP
3007
ThornTree Capital Partners
Massachusetts
$421M +$18.2M +5% 22
CBFP
3008
Cedar Brook Financial Partners
Ohio
$420M +$30.9M +8% 424
MIM
3009
Manitou Investment Management
Ontario, Canada
$420M +$12.6M +3% 67
BCM
3010
Buckhead Capital Management
Georgia
$420M -$4.69M -1% 127
BGC
3011
Blue Grotto Capital
Georgia
$420M +$21.1M +5% 22
FA
3012
Financial Advisors
Massachusetts
$420M +$24.7M +6% 83
CFMC
3013
Curbstone Financial Management Corp
New Hampshire
$420M +$8.54M +2% 183
HGWM
3014
Horst & Graben Wealth Management
Oregon
$419M +$16M +4% 137
MIM
3015
Monashee Investment Management
Massachusetts
$419M +$56.7M +16% 99
WLIM
3016
White Lighthouse Investment Management
Massachusetts
$419M +$22M +6% 116
IWA
3017
Intercontinental Wealth Advisors
Texas
$419M +$27.6M +7% 314
HFS
3018
Howard Financial Services
Texas
$419M +$8.6M +2% 152
FRA
3019
Frank Rimerman Advisors
California
$419M +$56.7M +16% 117
OBWG
3020
Onyx Bridge Wealth Group
New York
$418M +$168M +67% 252
OM
3021
Opaleye Management
Massachusetts
$418M +$84.2M +25% 52
SA
3022
Scarborough Advisors
Maryland
$418M +$21.1M +5% 80
HPIA
3023
Hamilton Point Investment Advisors
North Carolina
$418M +$7.13M +2% 147
MCAV
3024
Meritech Capital Associates V
California
$418M -$58.1M -12% 7
CT
3025
Colonial Trust
South Carolina
$417M +$24M +6% 983