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
BWP
3051
Burling Wealth Partners
Illinois
$618M -$25.3M -4% 190
MC
3052
McMorgan & Co
California
$618M +$14.7M +2% 48
WCM
3053
Woodson Capital Management
Connecticut
$618M -$29.4M -5% 37
ACP
3054
Albar Capital Partners
United Kingdom
$618M +$195M +46% 53
RA
3055
Riversedge Advisors
Delaware
$618M +$2.7M +0.4% 251
VHMC
3056
Value Holdings Management Company
New York
$617M +$19M +3% 30
AOWM
3057
Alpha Omega Wealth Management
Virginia
$617M +$13.9M +2% 208
CPC
3058
Consolidated Planning Corp
Georgia
$617M -$374M -38% 222
AF
3059
Affiance Financial
Minnesota
$617M -$4.67M -0.8% 108
TAM
3060
Third Avenue Management
New York
$616M +$65.8M +12% 57
TFO
3061
Tarbox Family Office
California
$616M -$5.79M -0.9% 107
RRWA
3062
Rainey & Randall Wealth Advisors
Florida
$616M +$2.77M +0.5% 81
DTL
3063
Dynamic Technology Lab
Singapore
$615M +$173M +39% 1,230
CT
3064
Clearstead Trust
Maine
$613M -$21.8M -3% 1,052
PGAM
3065
Princeton Global Asset Management
New Jersey
$613M -$4.57M -0.7% 873
MCM
3066
Mason Capital Management
New York
$613M +$51.2M +9% 11
PCA
3067
Providence Capital Advisors
North Carolina
$613M +$18.3M +3% 222
PSP
3068
Principal Street Partners
Tennessee
$613M +$19.8M +3% 262
1SAMC
3069
12th Street Asset Management Company
Tennessee
$611M +$4.52M +0.7% 33
DS
3070
Dudley & Shanley
Florida
$611M -$11M -2% 37
VV
3071
Verbena Value
Connecticut
$611M +$30.1M +5% 33
BSWM
3072
Boston Standard Wealth Management
Massachusetts
$611M +$5.03M +0.8% 56
CIP
3073
Convergence Investment Partners
Florida
$611M +$108M +21% 289
IA
3074
IFG Advisors
Missouri
$611M +$9.78M +2% 160
CBB
3075
Citizens Business Bank
California
$610M +$5.01M +0.8% 141