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
AG
3201
Ashmore Group
United Kingdom
$202M -$59.7M -23% 31
ADL
3202
Asset Dedication LLC
California
$202M -$46.7M -19% 582
BWAM
3203
Boyd Watterson Asset Management
Ohio
$201M -$5.76M -3% 167
ANRIA
3204
American National Registered Investment Advisor
Texas
$201M -$8.3M -4% 246
PCTC
3205
Perkins Coie Trust Company
Washington
$201M +$1.15M +0.6% 312
CW
3206
CreativeOne Wealth
Kansas
$201M 54
TFCP
3207
Twin Focus Capital Partners
Massachusetts
$201M +$4M +2% 111
TA
3208
Tiptree Advisors
New York
$201M -$5.38M -3% 43
DVC
3209
Deer VIII & Co
New York
$201M +$29.8M +17% 1
SFA
3210
Stewardship Financial Advisors
Georgia
$201M +$6.08M +3% 49
BA
3211
Bard Associates
Illinois
$201M -$7.89M -4% 182
MWM
3212
Meridian Wealth Management
Kentucky
$200M +$38.2M +24% 206
GA
3213
Greytown Advisors
Florida
$200M +$5.36M +3% 74
BCVI
3214
Bain Capital Venture Investors
Massachusetts
$200M -$29.7M -13% 3
SM
3215
Sciencast Management
New Jersey
$200M +$13.1M +7% 497
FAM
3216
Formidable Asset Management
Ohio
$200M -$17.7M -8% 145
LCP
3217
Legacy Capital Partners
Wisconsin
$199M -$2.78M -1% 122
AOWM
3218
Alpha Omega Wealth Management
Virginia
$199M -$4.77M -2% 530
AIC
3219
Aurora Investment Counsel
Georgia
$199M -$1.83M -0.9% 124
GIC
3220
GFI Investment Counsel
Ontario, Canada
$199M +$5.14M +3% 38
BFA
3221
Benedict Financial Advisors
Georgia
$199M -$8.97M -4% 106
TL
3222
TrueWealth LLC
Georgia
$198M -$14.7M -7% 988
EP
3223
Eversept Partners
New York
$198M +$48.6M +32% 67
RAG
3224
Roof Advisory Group
Pennsylvania
$198M +$22.3M +13% 37
NDSI
3225
Newman Dignan & Sheerar Inc
Rhode Island
$198M -$1.87M -0.9% 165