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
BWM
3276
Buckley Wealth Management
Nevada
$184M -$36.1M -16% 143
KS
3277
Karpas Strategies
Connecticut
$184M -$81.5M -31% 127
APC
3278
Aspire Private Capital
North Carolina
$184M -$46.8M -20% 573
PA
3279
Parkside Advisors
California
$184M -$39.5M -18% 74
BSWM
3280
Boston Standard Wealth Management
Massachusetts
$184M -$39.9M -18% 32
OAJ
3281
Ogorek Anthony Joseph
New York
$184M -$21.2M -10% 235
FA
3282
FMA Advisory
Pennsylvania
$184M -$65M -26% 159
WC
3283
Winmill & Co
New York
$184M -$109M -37% 121
GKFF
3284
George Kaiser Family Foundation
Oklahoma
$184M -$142M -43% 30
HIP
3285
Harrell Investment Partners
Texas
$184M -$35.7M -16% 91
S
3286
Surevest
California
$184M -$50.4M -22% 147
JJIJ
3287
Johnson & Johnson Innovation - JJDC
New Jersey
$184M -$93.6M -34% 12
HFBOT
3288
Home Federal Bank of Tennessee
Tennessee
$184M -$55.2M -23% 71
RMAM
3289
Raab & Moskowitz Asset Management
New Jersey
$184M -$69.4M -27% 570
BA
3290
Birinyi Associates
Connecticut
$184M -$58M -24% 82
AC
3291
Avestar Capital
New York
$183M +$7.22M +4% 202
WIM
3292
Wittenberg Investment Management
Massachusetts
$183M -$74.9M -29% 84
CCM
3293
Castine Capital Management
Massachusetts
$183M -$213M -54% 50
GJCM
3294
Grand Jean Capital Management
California
$183M -$78.4M -30% 40
BOS
3295
Bank of Stockton
California
$183M -$53.1M -23% 104
PCI
3296
Pacifica Capital Investments
Texas
$183M -$41.6M -19% 22
RCS
3297
Retirement Capital Strategies
California
$183M -$26.9M -13% 59
PVWM
3298
Point View Wealth Management
New Jersey
$183M -$58.8M -24% 286
BO
3299
Bank OZK
Arkansas
$182M -$70.7M -28% 133
SIC
3300
SFE Investment Counsel
California
$182M -$62.5M -26% 113