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
DBIA
3026
Dumont & Blake Investment Advisors
New Jersey
$232M +$4.48M +2% 179
GAM
3027
Gould Asset Management
California
$232M +$3.47M +2% 150
AJ
3028
Ashburton (Jersey)
Jersey
$231M -$9.72M -4% 86
BWP
3029
BSW Wealth Partners
Colorado
$231M +$8.02M +4% 98
EAM
3030
Exane Asset Management
France
$231M -$102M -31% 199
KS
3031
Karpas Strategies
Connecticut
$231M +$609K +0.3% 124
CM
3032
Caption Management
Oklahoma
$231M +$75.2M +48% 356
ECM
3033
Endurant Capital Management
California
$231M -$37.1M -14% 85
GA
3034
Geller Advisors
New York
$230M +$25.4M +12% 37
PCM
3035
Princeton Capital Management
New Jersey
$230M +$4.84M +2% 307
GWA
3036
Guidant Wealth Advisors
Illinois
$230M +$8.7M +4% 311
EDRIA
3037
Edmonds Duncan Registered Investment Advisors
Kansas
$230M +$7.06M +3% 116
GCM
3038
Grisanti Capital Management
New York
$230M +$11.2M +5% 76
PLFAM
3039
Pineno Levin & Ford Asset Management
Virginia
$230M +$206K +0.1% 109
IIC
3040
Ironwood Investment Counsel
Arizona
$230M +$4.82M +2% 144
APC
3041
Alta Park Capital
California
$229M +$101M +79% 39
BL
3042
BCWM LLC
Kansas
$229M -$6.32M -3% 78
LWS
3043
Lucia Wealth Services
California
$228M -$79.5M -26% 234
PFA
3044
Paradigm Financial Advisors
Missouri
$228M +$3.76M +2% 116
YWP
3045
YorkBridge Wealth Partners
New York
$228M +$10.8M +5% 915
AAP
3046
Arax Advisory Partners
Colorado
$228M +$35.2M +18% 500
SCM
3047
Stanley Capital Management
Texas
$228M +$6.53M +3% 35
SHWM
3048
Smith & Howard Wealth Management
Georgia
$228M -$4.45M -2% 51
BL
3049
BFSG LLC
California
$228M +$2.2M +1% 165
MFS
3050
McNamara Financial Services
Massachusetts
$227M +$7.9M +4% 42