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
3176
Burt Wealth Advisors
Maryland
$228M +$6.55M +3% 382
HA
3177
Hamel Associates
New Jersey
$228M +$5.19M +2% 86
WWM
3178
Windsor Wealth Management
Indiana
$228M +$49.7M +28% 177
AA
3179
AlphaMark Advisors
Kentucky
$228M -$8.61M -4% 554
TP
3180
Toronado Partners
California
$228M +$44.7M +24% 12
SACTSONJ
3181
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$228M +$2.58M +1% 237
PBT
3182
Pictet Bank & Trust
Bahamas
$227M -$633K -0.3% 66
WKWM
3183
Walter & Keenan Wealth Management
Indiana
$227M -$84K -0% 162
APSP
3184
Asset Planning Services (Pennsylvania)
Pennsylvania
$227M +$11.4M +5% 284
WIA
3185
World Investment Advisors
California
$227M +$7.04M +3% 160
PC
3186
Permit Capital
Pennsylvania
$226M +$11.8M +5% 27
CVSCT
3187
C.V. Starr & Co Trust
New York
$226M -$1.9M -0.8% 28
DBRC
3188
D.B. Root & Company
Pennsylvania
$226M -$8.45M -4% 213
FSA
3189
Financial Sense Advisors
California
$226M -$626K -0.3% 75
RMAM
3190
Raab & Moskowitz Asset Management
New Jersey
$226M +$6.63M +3% 172
HCM
3191
Howard Capital Management
Georgia
$225M +$25.6M +13% 48
VP
3192
venBio Partners
California
$225M +$102M +83% 6
FA
3193
FMA Advisory
Pennsylvania
$225M +$6.32M +3% 149
LCP
3194
Legacy Capital Partners
Wisconsin
$225M +$10.8M +5% 148
LCM
3195
Lionstone Capital Management
New York
$225M +$6.41M +3% 21
EAM
3196
Exane Asset Management
France
$225M +$19.6M +10% 65
YWP
3197
YorkBridge Wealth Partners
New York
$225M +$8.15M +4% 792
MM
3198
Meridian Management
Arkansas
$225M +$22.9M +11% 76
TL
3199
TrueWealth LLC
Georgia
$225M +$8.86M +4% 791
ISB
3200
Iowa State Bank
Iowa
$225M +$6.86M +3% 108