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
CFSG
3251
Community Financial Services Group
Vermont
$399M +$31.5M +9% 108
VIA
3252
Vantagepoint Investment Advisers
District of Columbia
$399M +$6.4M +2% 2
HWM
3253
HFR Wealth Management
New York
$398M +$55M +16% 64
BWP
3254
BSW Wealth Partners
Colorado
$398M +$40.5M +11% 276
NAMM
3255
NorthStar Asset Management (Massachusetts)
Massachusetts
$398M +$19.5M +5% 84
DCM
3256
DAFNA Capital Management
California
$398M +$20.8M +6% 92
SC
3257
Saybrook Capital
North Carolina
$397M +$36M +10% 56
MWA
3258
Monograph Wealth Advisors
California
$397M 86
GMA
3259
Goldstein Munger & Associates
California
$397M +$24M +6% 33
WIS
3260
Wright Investors Service
Connecticut
$395M +$43.5M +12% 156
OLA
3261
Oliver Luxxe Assets
New Jersey
$395M +$31.9M +9% 222
PT
3262
Plimoth Trust
Massachusetts
$394M +$40.7M +12% 167
OWA
3263
One Wealth Advisors
California
$394M +$53.2M +16% 246
AAM
3264
AR Asset Management
California
$394M +$36.8M +10% 121
SW
3265
SkyOak Wealth
Michigan
$393M +$22.2M +6% 264
HA
3266
Harfst & Associates
Wyoming
$393M +$31.1M +9% 132
SAM
3267
Shikiar Asset Management
New York
$393M +$37.3M +10% 119
UF
3268
Univest Financial
Pennsylvania
$393M +$34.5M +10% 116
IP
3269
Intellectus Partners
California
$392M -$20.6M -5% 300
HFA
3270
High Falls Advisors
New York
$392M +$23.7M +6% 139
RWA
3271
Redhawk Wealth Advisors
Minnesota
$392M +$30.1M +8% 264
WCMN
3272
Westchester Capital Management (Nebraska)
Nebraska
$392M +$32.7M +9% 48
QGA
3273
Q Global Advisors
Texas
$391M +$292M +292% 403
PCM
3274
Punch Card Management
Florida
$391M +$4.92M +1% 3
CBFP
3275
Cedar Brook Financial Partners
Ohio
$390M +$57M +17% 396