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
BWA
3151
Burt Wealth Advisors
Maryland
$220M +$11.7M +6% 414
FA
3152
Forefront Analytics
Pennsylvania
$220M +$5.2M +2% 45
BRA
3153
Bender Robert & Associates
California
$220M +$29.2M +15% 48
BC
3154
Barnett & Company
Tennessee
$220M +$13.7M +7% 371
SFS
3155
Summit Financial Strategies
Ohio
$219M +$13.5M +7% 63
ITIM
3156
Indiana Trust & Investment Management
Indiana
$219M +$8.98M +4% 134
MA
3157
Marshwinds Advisory
Georgia
$219M +$7.53M +4% 134
BRM
3158
Boston Research & Management
Massachusetts
$219M +$15.6M +8% 101
NG
3159
Northstar Group
New York
$219M +$22.4M +11% 132
ACI
3160
AB CarVal Investors
Minnesota
$219M +$125M +134% 19
TAM
3161
Taylor Asset Management
Ontario, Canada
$219M +$2.53M +1% 33
YWP
3162
YorkBridge Wealth Partners
New York
$218M -$9.57M -4% 893
ZCM
3163
Zebra Capital Management
Connecticut
$218M -$15.2M -7% 492
OFW
3164
Omnia Family Wealth
Florida
$218M +$4.49M +2% 603
TL
3165
TrueWealth LLC
Georgia
$218M +$7.91M +4% 877
GWS
3166
Glassman Wealth Services
Virginia
$218M +$16.8M +8% 1,054
AMG
3167
Advisors Management Group
Wisconsin
$218M +$7.59M +4% 84
PC
3168
Peavine Capital
Nevada
$218M +$14.2M +7% 25
AFM
3169
Anson Funds Management
Texas
$218M +$178M +441% 32
SRC
3170
Stone Run Capital
New York
$218M +$28.1M +15% 69
GCC
3171
Game Creek Capital
Massachusetts
$218M -$17.4M -7% 75
CCM
3172
Cribstone Capital Management
Maine
$218M +$13.9M +7% 821
TCOO
3173
Trust Company of Oklahoma
Oklahoma
$218M +$16.2M +8% 134
HIH
3174
HRS Investment Holdings
New York
$217M +$18.6M +9% 82
GG
3175
GenWealth Group
New Jersey
$217M +$13.6M +7% 66