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
HWA
3126
Heritage Wealth Advisors
Virginia
$185M +$32.5M +21% 97
SC
3127
Saybrook Capital
North Carolina
$185M +$27.4M +17% 49
ADL
3128
Asset Dedication LLC
California
$185M +$12.8M +7% 408
KL
3129
Kinsight LLC
Alabama
$185M -$5.86M -3% 35
EECFI
3130
EnCap Energy Capital Fund IX
Texas
$185M -$9.47M -5% 1
GA
3131
Geller Advisors
New York
$185M +$16.6M +10% 22
LWM
3132
Lyell Wealth Management
California
$185M +$23.9M +15% 101
VSWA
3133
Vontobel Swiss Wealth Advisors
Switzerland
$185M +$21.8M +13% 81
HFBOT
3134
Home Federal Bank of Tennessee
Tennessee
$184M +$7.48M +4% 64
SXM
3135
SC XII Management
California
$184M +$10.5M +6% 3
BFA
3136
Benedict Financial Advisors
Georgia
$184M +$10.8M +6% 103
DCM
3137
Divisar Capital Management
California
$184M +$44.9M +32% 30
CCM
3138
Cribstone Capital Management
Maine
$184M +$20M +12% 806
BRM
3139
Boston Research & Management
Massachusetts
$184M +$7.78M +4% 99
VW
3140
Vantage Wealth
California
$183M +$1.31M +0.7% 24
FBT
3141
First Bankers Trust
Kentucky
$183M +$2.99M +2% 128
LAM
3142
Lingohr Asset Management
Germany
$183M +$19.6M +12% 121
WAP
3143
Wealthcare Advisory Partners
Pennsylvania
$183M +$14.1M +8% 159
BLAM
3144
Bourne Lent Asset Management
New York
$183M +$15.5M +9% 62
CAW
3145
Cornerstone Advisors (Washington)
Washington
$183M +$63.4M +53% 969
BBPWM
3146
Blue Bell Private Wealth Management
Pennsylvania
$183M +$19.4M +12% 269
B
3147
Brightworth
Georgia
$183M +$681K +0.4% 47
BC
3148
Barnett & Company
Tennessee
$182M -$9.51M -5% 398
FWC
3149
First Washington Corp
Washington
$182M +$66K +0% 78
SFSIG
3150
San Francisco Sentry Investment Group
California
$182M +$8.96M +5% 206