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
GWMIA
3126
Global Wealth Management Investment Advisory
Florida
$198M -$38.2M -16% 690
LC
3127
Lincoln Capital
Nebraska
$198M -$43.8M -18% 83
DBRC
3128
D.B. Root & Company
Pennsylvania
$198M -$28.9M -13% 209
FNBOH
3129
First National Bank of Hutchinson
Kansas
$198M -$53.3M -21% 109
CCM
3130
Cutler Capital Management
Massachusetts
$198M -$86.4M -30% 117
CT
3131
Chicago Trust
Illinois
$198M -$48.1M -20% 186
RA
3132
RMR Advisors
Massachusetts
$198M -$93.2M -32% 116
WCM
3133
Windsor Capital Management
Arizona
$198M -$40.1M -17% 123
MIM
3134
Martin Investment Management
Florida
$197M -$90.7M -31% 47
DACG
3135
Donor Advised Charitable Giving
California
$197M +$11.7M +6% 62
PWS
3136
Private Wealth Strategies
Ohio
$197M -$52.3M -21% 76
WPC
3137
White Pine Capital
Minnesota
$197M -$59.2M -23% 229
VU
3138
Vanderbilt University
Tennessee
$197M -$79.3M -29% 8
NWP
3139
Northstar Wealth Partners
Connecticut
$197M -$47.2M -19% 189
EDRIA
3140
Edmonds Duncan Registered Investment Advisors
Kansas
$197M -$49.9M -20% 126
HCA
3141
Harbour Capital Advisors
Virginia
$197M -$64.3M -25% 221
HA
3142
Harfst & Associates
Wyoming
$197M -$63.1M -24% 102
GC
3143
GFG Capital
Florida
$197M -$36.2M -16% 87
RCA
3144
Rowland Carmichael Advisors
Arizona
$196M -$94.8M -33% 379
PCTC
3145
Perkins Coie Trust Company
Washington
$196M -$47.7M -20% 463
UOMF
3146
University of Massachusetts Foundation
Massachusetts
$196M +$46.4M +31% 6
SPH
3147
Steel Partners Holdings
New York
$196M -$49M -20% 5
PAG
3148
Private Advisory Group
Washington
$196M -$53.9M -22% 138
AIA
3149
Affinity Investment Advisors
California
$196M -$79.5M -29% 162
SFA
3150
Stewardship Financial Advisors
Georgia
$196M -$77.9M -28% 96