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
WAM
3201
Wilsey Asset Management
California
$350M +$22.5M +7% 24
PTB
3202
Pioneer Trust Bank
Oregon
$350M +$21.2M +6% 76
CM
3203
Cornerstone Management
Georgia
$350M +$33.6M +11% 52
CWM
3204
Centric Wealth Management
Illinois
$350M +$30M +9% 214
TFCP
3205
Twin Focus Capital Partners
Massachusetts
$350M +$23.2M +7% 178
HAM
3206
Harber Asset Management
North Carolina
$350M -$10M -3% 39
IPW
3207
Inlet Private Wealth
Florida
$349M +$43.6M +14% 131
PAG
3208
Private Advisory Group
Washington
$349M +$48.3M +16% 158
FC
3209
Fulcrum Capital
Washington
$349M +$14.4M +4% 95
HFA
3210
High Falls Advisors
New York
$348M +$3.71M +1% 122
IIC
3211
Ironwood Investment Counsel
Arizona
$348M -$92M -21% 224
SIMM
3212
Stillwater Investment Management (Minnesota)
Minnesota
$348M +$24.3M +8% 81
WFPG
3213
Waller Financial Planning Group
Ohio
$348M +$27.4M +9% 48
ECM
3214
EagleClaw Capital Management
Massachusetts
$348M +$33.5M +11% 130
JAM
3215
JW Asset Management
Florida
$348M +$103M +42% 11
BCB
3216
Brian C. Broderick
$347M +$10.6M +3% 81
MC
3217
Matisse Capital
Oregon
$347M +$24.8M +8% 178
TFF
3218
The Family Firm
Maryland
$346M +$11M +3% 173
TCM
3219
Tao Capital Management
California
$346M -$60.4M -15% 8
BFA
3220
Benedict Financial Advisors
Georgia
$346M +$68.5M +25% 130
BWP
3221
BSW Wealth Partners
Colorado
$346M +$20.8M +6% 231
HPIA
3222
Hamilton Point Investment Advisors
North Carolina
$346M +$28.7M +9% 75
OGC
3223
Oak Grove Capital
New Hampshire
$346M +$52M +18% 87
WC
3224
Westwind Capital
New Mexico
$346M +$2.47M +0.7% 42
KMC
3225
Kirr Marbach & Co
Indiana
$346M +$26.4M +8% 63