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
IIM
3201
Ipswich Investment Management
Massachusetts
$380M +$14.1M +4% 195
SAM
3202
Summit Asset Management
Tennessee
$379M +$16.1M +4% 156
HCP
3203
Hexagon Capital Partners
Arkansas
$379M +$21.5M +6% 1,515
CFO
3204
Callan Family Office
Pennsylvania
$379M -$32.8M -8% 161
BCB
3205
Brian C. Broderick
$379M +$22.8M +6% 81
GDP
3206
Great Diamond Partners
Maine
$379M +$33.4M +10% 232
IWP
3207
IAG Wealth Partners
Wisconsin
$378M +$18M +5% 499
CIM
3208
Contravisory Investment Management
Massachusetts
$378M +$24M +7% 388
PWA
3209
Peterson Wealth Advisors
Utah
$378M +$15.1M +4% 68
TFF
3210
The Family Firm
Maryland
$378M +$17.3M +5% 187
CNBTD
3211
Citizens National Bank Trust Department
Mississippi
$378M +$18M +5% 323
BBPWM
3212
Blue Bell Private Wealth Management
Pennsylvania
$378M +$44.3M +13% 699
WCFA
3213
Walkner Condon Financial Advisors
Wisconsin
$378M +$21M +6% 253
LSCM
3214
Light Street Capital Management
California
$377M -$32.6M -8% 29
BCMLT
3215
Beacon Capital Management LLC (Tennessee)
Tennessee
$377M +$34.7M +10% 1,059
LTI
3216
Laffer Tengler Investments
Tennessee
$377M +$7.78M +2% 422
HAM
3217
Harber Asset Management
North Carolina
$377M +$6.7M +2% 40
FGA
3218
Fortis Group Advisors
New Jersey
$377M +$45.3M +14% 143
YCM
3219
Yakira Capital Management
Connecticut
$377M -$15.6M -4% 440
FL
3220
Fourthstone LLC
Missouri
$376M +$92.1M +32% 70
WAS
3221
Wealth Advisory Solutions
Indiana
$376M -$480K -0.1% 140
HA
3222
Harfst & Associates
Wyoming
$376M +$27M +8% 105
BCM
3223
Barometer Capital Management
Ontario, Canada
$375M -$15.2M -4% 161
AI
3224
AXS Investments
New York
$374M +$71.8M +24% 485
NIC
3225
Northwest Investment Counselors
Oregon
$374M +$15.2M +4% 606