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
NDSI
3226
Newman Dignan & Sheerar Inc
Rhode Island
$198M -$1.87M -0.9% 165
BWM
3227
Brickley Wealth Management
California
$198M +$9.23M +5% 26
FU
3228
Fairfield University
Connecticut
$198M -$2.36M -1% 4
YEPI
3229
Yorktown Energy Partners IX
New York
$198M -$15.6M -7% 3
ECM
3230
EagleClaw Capital Management
Massachusetts
$198M -$677K -0.3% 114
HFM
3231
Hartford Financial Management
Connecticut
$198M -$6.26M -3% 369
GC
3232
Gobi Capital
California
$197M -$6.72M -3% 10
GPC
3233
Guardian Point Capital
Virginia
$197M -$52.4M -21% 18
HFBOT
3234
Home Federal Bank of Tennessee
Tennessee
$197M -$7.17M -4% 66
HPIA
3235
Hamilton Point Investment Advisors
North Carolina
$197M +$5.67M +3% 70
VW
3236
Vantage Wealth
California
$197M +$8.22M +4% 24
PTB
3237
Pioneer Trust Bank
Oregon
$197M -$7.34M -4% 73
TAM
3238
Toscafund Asset Management
United Kingdom
$197M -$10.5M -5% 6
ATFA
3239
All Terrain Financial Advisors
Minnesota
$197M +$4.37M +2% 178
BWA
3240
Burt Wealth Advisors
Maryland
$196M +$35.7M +22% 415
SHA
3241
Shelter Harbor Advisors
Connecticut
$196M +$112M +132% 31
BRM
3242
Boston Research & Management
Massachusetts
$196M -$3.16M -2% 97
WCM
3243
Woodson Capital Management
Connecticut
$196M +$32.8M +20% 37
NWP
3244
Northstar Wealth Partners
Connecticut
$196M +$83M +74% 204
CWM
3245
Confluence Wealth Management
Oregon
$196M -$15.1M -7% 136
CT
3246
CPF Texas
Texas
$196M -$8.61M -4% 301
WRTC
3247
Wind River Trust Company
Wyoming
$196M -$10.1M -5% 8
PC
3248
Peavine Capital
Nevada
$195M -$1.16M -0.6% 17
FA
3249
Fiducient Advisors
Illinois
$195M +$38.2M +24% 20
LFR
3250
Lehman Financial Resources
Pennsylvania
$195M +$2.71M +1% 86