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
BSWMG
3076
Barrington Strategic Wealth Management Group
Illinois
$197M +$4.82M +3% 106
SIAS
3077
Shine Investment Advisory Services
Colorado
$197M +$45.6M +30% 661
MC
3078
Matisse Capital
Oregon
$197M +$11M +6% 121
HMS
3079
Hanseatic Management Services
New Mexico
$196M +$14.7M +8% 501
LCM
3080
Lionstone Capital Management
New York
$196M +$22.6M +13% 14
PHAM
3081
Portland Hill Asset Management
United Kingdom
$196M +$5.98M +3% 26
GSBTD
3082
Glenview State Bank Trust Department
Illinois
$196M +$2.87M +1% 98
GA
3083
Geller Advisors
New York
$196M +$11M +6% 28
TWA
3084
TCI Wealth Advisors
Arizona
$196M +$4.18M +2% 1,443
BWAM
3085
Boyd Watterson Asset Management
Ohio
$195M -$4.05M -2% 155
TCOO
3086
Trust Company of Oklahoma
Oklahoma
$195M +$2.16M +1% 110
B
3087
Bridgeworth
Alabama
$195M +$5.15M +3% 160
GGPE
3088
Golden Gate Private Equity
California
$195M -$39M -17% 24
FM
3089
Frazier Management
Washington
$195M +$7.89M +4% 7
PCI
3090
Pacifica Capital Investments
Texas
$195M +$2.7M +1% 17
BCM
3091
Beck Capital Management
Texas
$195M +$5.1M +3% 113
BRC
3092
Bishop Rock Capital
New York
$195M -$17.2M -8% 31
AOWM
3093
Alpha Omega Wealth Management
Virginia
$195M +$6.87M +4% 499
CCM
3094
Crestwood Capital Management
New York
$195M -$36M -16% 29
REMPR
3095
Roof Eidam Maycock Peralta (REMP)
California
$194M -$234K -0.1% 88
GF
3096
Goodman Financial
Texas
$194M +$3.05M +2% 43
WA
3097
WealthTrust-Arizona
Arizona
$194M +$8.03M +4% 699
GWA
3098
Guidant Wealth Advisors
Illinois
$194M +$3.26M +2% 247
HI
3099
Hudock Inc
Pennsylvania
$194M +$7.07M +4% 663
KWM
3100
Kingsview Wealth Management
Oregon
$194M +$25.4M +15% 291