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
BRM
3226
Boston Research & Management
Massachusetts
$196M -$3.16M -2% 97
WCM
3227
Woodson Capital Management
Connecticut
$196M +$32.8M +20% 37
NWP
3228
Northstar Wealth Partners
Connecticut
$196M +$83M +74% 204
CWM
3229
Confluence Wealth Management
Oregon
$196M -$15.1M -7% 136
CT
3230
CPF Texas
Texas
$196M -$8.61M -4% 301
WRTC
3231
Wind River Trust Company
Wyoming
$196M -$10.1M -5% 8
PC
3232
Peavine Capital
Nevada
$195M -$1.16M -0.6% 17
FA
3233
Fiducient Advisors
Illinois
$195M +$38.2M +24% 20
LFR
3234
Lehman Financial Resources
Pennsylvania
$195M +$2.71M +1% 86
GFP
3235
Gryphon Financial Partners
Ohio
$195M +$19.4M +11% 1,079
RMCP
3236
Red Mountain Capital Partners
California
$195M -$7.78M -4% 6
BC
3237
Barnett & Company
Tennessee
$195M -$9.83M -5% 337
AMG
3238
Advisors Management Group
Wisconsin
$195M -$250K -0.1% 84
GG
3239
GenWealth Group
New Jersey
$195M -$4.72M -2% 63
APSP
3240
Asset Planning Services (Pennsylvania)
Pennsylvania
$195M +$903K +0.5% 298
HS
3241
Hazelview Securities
Ontario, Canada
$194M -$147M -43% 50
EFSCE
3242
Enterprise Financial Services Corp (EFSC)
Missouri
$194M -$11.5M -6% 978
BAM
3243
Broadmark Asset Management
California
$194M -$122M -39% 13
GII
3244
Gryphon International Investment
Ontario, Canada
$194M -$47.7M -20% 22
PHK
3245
Point72 Hong Kong
Hong Kong
$194M +$63.1M +48% 1,334
SSM
3246
Sutton Square Management
New York
$194M +$33M +21% 21
SWP
3247
Strategic Wealth Partners
Ohio
$194M +$13.7M +8% 878
DWM
3248
Dakota Wealth Management
Florida
$194M +$5.21M +3% 99
ST
3249
Somerset Trust
Pennsylvania
$194M -$6.61M -3% 135
LCM
3250
Lucha Capital Management
California
$193M +$19.7M +11% 36