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
BSWM
3151
Boston Standard Wealth Management
Massachusetts
$455M +$13.3M +3% 48
CM
3152
Cornerstone Management
Georgia
$455M +$4.28M +1% 56
VM
3153
Valor Management
Illinois
$455M -$24.8M -5% 6
AVA
3154
Atlas Venture Advisors
Massachusetts
$455M -$47.9M -10% 5
OC
3155
Oakmont Corp
California
$455M +$46M +11% 36
CTAF
3156
Call To Action Foundation
Utah
$454M -$26.2M -5% 1
JHCP
3157
Jackson Hole Capital Partners
Oklahoma
$454M +$17.4M +4% 282
OC
3158
Oarsman Capital
Wisconsin
$454M +$35.4M +8% 248
GFG
3159
GR Financial Group
Arizona
$454M +$21.9M +5% 20
UCMOK
3160
United Capital Management of KS
Kansas
$454M +$16.8M +4% 84
JCP
3161
JB Capital Partners
New York
$453M -$79.5M -15% 77
DIM
3162
Delta Investment Management
California
$453M +$12.9M +3% 237
PGAM
3163
Princeton Global Asset Management
New Jersey
$453M +$32.8M +8% 700
GC
3164
Gibson Capital
Pennsylvania
$453M -$4.66M -1% 78
ISB
3165
Iowa State Bank
Iowa
$453M +$666K +0.1% 110
KPF
3166
K2 Principal Fund
Ontario, Canada
$452M +$32.7M +8% 314
SFG
3167
SevenBridge Financial Group
Pennsylvania
$452M +$11.1M +3% 212
LWM
3168
LJI Wealth Management
Indiana
$452M +$65.5M +17% 189
TCA
3169
Trifecta Capital Advisors
Illinois
$452M +$40.8M +10% 434
CIM
3170
Contravisory Investment Management
Massachusetts
$452M +$124K +0% 392
SCA
3171
Stieven Capital Advisors
Missouri
$451M -$29.5M -6% 52
NCM
3172
Noesis Capital Mangement
Florida
$451M +$721K +0.2% 110
SIC
3173
SFE Investment Counsel
California
$451M +$9.5M +2% 120
SAM
3174
Strategy Asset Managers
California
$450M -$16.6M -4% 292
TGAM
3175
TBH Global Asset Management
Tennessee
$450M -$50.8M -10% 248