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
DLG
3226
Daniel L. Goodwin
$211M -$5.02M -2% 99
LP
3227
LGL Partners
Pennsylvania
$211M -$1.35M -0.6% 59
APSP
3228
Asset Planning Services (Pennsylvania)
Pennsylvania
$211M +$6.09M +3% 291
FWC
3229
First Washington Corp
Washington
$210M +$8.66M +4% 90
AIC
3230
Aurora Investment Counsel
Georgia
$210M +$4.62M +2% 131
IFA
3231
Interactive Financial Advisors
Illinois
$210M -$1.04M -0.5% 128
IBT
3232
International Biotechnology Trust
United Kingdom
$210M -$50M -19% 57
TFM
3233
Trimaran Fund Management
New York
$210M +$19.3M +10% 1
CT
3234
CPF Texas
Texas
$210M +$21.5M +11% 281
BFO
3235
Biltmore Family Office
North Carolina
$210M +$9.01M +4% 148
FBT
3236
First Bankers Trust
Kentucky
$210M +$17.3M +9% 140
BLAM
3237
Bourne Lent Asset Management
New York
$210M +$20.1M +11% 59
ZF
3238
Zhang Financial
Michigan
$210M +$13.1M +7% 81
CC
3239
Covalis Capital
United Kingdom
$209M +$16.3M +8% 42
WA
3240
WealthTrust-Arizona
Arizona
$209M +$14.7M +8% 743
CWM
3241
Catamount Wealth Management
Connecticut
$209M +$1.94M +0.9% 197
WPIC
3242
White Pine Investment Company
Michigan
$209M +$15.8M +8% 55
NWP
3243
Northstar Wealth Partners
Connecticut
$209M +$8.88M +4% 196
SA
3244
Sicart Associates
New York
$208M +$17.8M +9% 89
WCM
3245
Weik Capital Management
Pennsylvania
$208M +$5.1M +3% 129
SFS
3246
Shaker Financial Services
Virginia
$208M +$5.6M +3% 144
VM
3247
VPR Management
Texas
$208M +$9.69M +5% 17
DCM
3248
Dimension Capital Management
Florida
$208M +$26M +14% 88
TC
3249
Truvestments Capital
Florida
$208M +$48.7M +31% 889
HWM
3250
Holloway Wealth Management
Florida
$208M +$12M +6% 248