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
LA
3101
Lynch & Associates
Indiana
$370M +$3.2M +0.9% 115
C
3102
Certuity
Florida
$370M +$62.5M +20% 319
HCM
3103
Huber Capital Management
California
$370M +$65.4M +21% 98
TPA
3104
Trivium Point Advisory
Connecticut
$370M +$23.5M +7% 211
WFA
3105
Websterrogers Financial Advisors
South Carolina
$370M +$27M +8% 55
AIS
3106
American Investment Services
Massachusetts
$369M +$40.2M +12% 146
WC
3107
Wealthspring Capital
New York
$369M +$168M +83% 373
ECM
3108
Endurant Capital Management
California
$368M +$91M +33% 80
WCWM
3109
Wooster Corthell Wealth Management
Connecticut
$368M +$17.1M +5% 46
CA
3110
Capital Advantage
California
$367M +$31.8M +10% 114
SDAM
3111
Shulman DeMeo Asset Management
New York
$367M +$16.3M +5% 149
ACM
3112
Aquilo Capital Management
California
$367M +$31.6M +9% 19
MTC
3113
Matrix Trust Company
Colorado
$366M +$10.6M +3% 22
HCP
3114
Hexagon Capital Partners
Arkansas
$366M +$27.4M +8% 826
FPFS
3115
First Personal Financial Services
North Carolina
$366M +$15M +4% 329
PMFA
3116
Plante Moran Financial Advisors
Michigan
$366M +$41.9M +13% 1,191
PWMG
3117
Prestige Wealth Management Group
New Jersey
$366M +$817K +0.2% 1,071
TCA
3118
Teewinot Capital Advisers
New York
$365M +$67.2M +23% 35
LFA
3119
Legacy Financial Advisors
Kentucky
$365M +$11.2M +3% 169
CHP
3120
Cable Hill Partners
Oregon
$365M -$2.17M -0.6% 115
KCMH
3121
Keywise Capital Management (HK)
Hong Kong
$365M +$37.6M +11% 30
PFU
3122
Parus Finance (UK)
United Kingdom
$364M +$22M +6% 31
NCM
3123
Northside Capital Management
Oregon
$364M +$26.6M +8% 99
SXL
3124
Summit X LLC
Missouri
$364M +$24.9M +7% 283
IP
3125
Intellectus Partners
California
$364M +$30.1M +9% 269