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
ISWM
3126
Independent Solutions Wealth Management
New York
$364M +$43.8M +14% 199
HCM
3127
Heathbridge Capital Management
Ontario, Canada
$364M +$68.3M +23% 26
BIA
3128
Barry Investment Advisors
Massachusetts
$364M +$24.8M +7% 121
BCA
3129
Bray Capital Advisors
Florida
$363M +$18.6M +5% 274
VRM
3130
Vectors Research Management
New York
$363M +$37.5M +12% 495
CAN
3131
Claraphi Advisory Network
United States
$363M -$4.3M -1% 341
SCM
3132
Shah Capital Management
North Carolina
$363M +$41.1M +13% 7
NC
3133
NBW Capital
Massachusetts
$363M +$33.7M +10% 80
RIG
3134
Renaissance Investment Group
Massachusetts
$363M +$22.6M +7% 84
NB
3135
Nicolet Bankshares
Wisconsin
$362M +$37.9M +12% 204
LSPW
3136
Lake Street Private Wealth
Illinois
$362M +$15.6M +4% 209
PCM
3137
Punch Card Management
Florida
$362M +$61.8M +21% 3
WMG
3138
WESCAP Management Group
California
$362M +$27.6M +8% 83
GHAM
3139
Gilman Hill Asset Management
Connecticut
$361M +$55.1M +18% 192
MWA
3140
Martel Wealth Advisors
Washington
$361M +$15.6M +5% 45
EGI
3141
EAM Global Investors
California
$361M -$7.71M -2% 206
CAM
3142
Cypress Asset Management
Texas
$361M +$2.11M +0.6% 148
UAM
3143
UAS Asset Management
New York
$361M +$6.41M +2% 25
WI
3144
WrapManager Inc
California
$360M +$17.9M +5% 305
ACM
3145
Altium Capital Management
New York
$360M +$92.4M +34% 155
UFA
3146
US Financial Advisors
Massachusetts
$360M +$28.6M +9% 149
BAM
3147
Bruderman Asset Management
New York
$360M +$15.6M +5% 121
TFS
3148
Thoroughbred Financial Services
Tennessee
$360M +$37.2M +12% 275
CVM
3149
Cheviot Value Management
California
$360M +$28.5M +9% 74
SW
3150
SkyOak Wealth
Michigan
$359M +$37.8M +12% 254