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
BA
3076
BCM Advisors
Louisiana
$275M +$42.7M +18% 38
DIM
3077
Delta Investment Management
California
$275M +$83.3M +44% 227
KCP
3078
KDI Capital Partners
North Carolina
$275M +$18.5M +7% 32
BWM
3079
Brickley Wealth Management
California
$274M +$30.4M +12% 51
KM
3080
Kalos Management
Georgia
$274M +$23.5M +9% 231
RSS
3081
Rosenblum Silverman Sutton
California
$274M +$14.5M +6% 58
SFA
3082
Stewardship Financial Advisors
Georgia
$274M +$37.2M +16% 93
SPIA
3083
Strategic Point Investment Advisors
Rhode Island
$274M +$18.1M +7% 24
MMG
3084
Monetary Management Group
Missouri
$274M +$9.48M +4% 311
ECM
3085
EagleClaw Capital Management
Massachusetts
$273M +$28M +11% 135
CIM
3086
Contravisory Investment Management
Massachusetts
$273M +$10M +4% 311
PCM
3087
Pinz Capital Management
New York
$273M 313
SL
3088
Systelligence LLC
Minnesota
$273M 48
9WM
3089
9258 Wealth Management
Ohio
$273M +$145M +113% 323
NIF
3090
Nalanda India Fund
Mauritius
$273M +$30.5M +13% 1
WLIM
3091
White Lighthouse Investment Management
Massachusetts
$273M +$24.2M +10% 136
SIG
3092
Sargent Investment Group
Maryland
$273M +$49.9M +22% 160
PAS
3093
Partnervest Advisory Services
California
$273M -$6.52M -2% 277
SWK
3094
Stephen W. Kidder
$272M +$17.9M +7% 72
WWM
3095
Windsor Wealth Management
Indiana
$272M +$42.3M +18% 189
CBN
3096
Cadence Bank NA
Texas
$272M +$16.4M +6% 183
FBC
3097
Fairfield, Bush & Co
Connecticut
$272M -$17.6M -6% 155
OCM
3098
Oakview Capital Management
Texas
$272M -$20.6M -7% 15
MCM
3099
McRae Capital Management
New Jersey
$271M +$14.9M +6% 101
CWP
3100
CFM Wealth Partners
Texas
$271M 491