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
BSWM
3301
Boston Standard Wealth Management
Massachusetts
$207M +$2.94M +1% 33
CCP
3302
Clifford Capital Partners
Utah
$207M +$21K +0% 35
HC
3303
Hendley & Co
Ohio
$207M -$6.14M -3% 62
MCM
3304
Maytus Capital Management
New York
$207M +$1.48M +0.7% 78
MWP
3305
Moller Wealth Partners
$207M +$11.6M +6% 51
BCCM
3306
Bridge Creek Capital Management
Massachusetts
$207M +$1.17M +0.6% 93
AIC
3307
Argus Investors Counsel
New York
$207M -$1.55M -0.7% 74
FSCM
3308
First Sabrepoint Capital Management
Texas
$207M +$6.43M +3% 31
CCFM
3309
Clear Creek Financial Management
Washington
$206M -$27M -12% 166
PFM
3310
Premier Fund Managers
United Kingdom
$206M -$12.2M -6% 46
AO
3311
Allen Operations
New York
$206M -$49.7M -19% 33
IRM
3312
Income Research & Management
Massachusetts
$206M -$45.1M -18% 21
AIC
3313
Aurora Investment Counsel
Georgia
$206M -$3.42M -2% 141
PCM
3314
Princeton Capital Management
New Jersey
$206M +$820K +0.4% 270
EBT
3315
Enterprise Bank & Trust
Massachusetts
$206M +$11.6M +6% 94
OPTFSNA
3316
Old Point Trust & Financial Services N A
Virginia
$206M +$9.21M +5% 70
EGI
3317
EAM Global Investors
California
$205M -$29.7M -13% 168
SM
3318
SG3 Management
Puerto Rico
$205M +$137M +203% 349
EWF
3319
Epstein & White Financial
California
$205M +$17.4M +9% 84
MC
3320
Muhlenkamp & Co
Pennsylvania
$205M -$553K -0.3% 36
ACM
3321
Ativo Capital Management
Illinois
$205M -$16.7M -8% 117
FSWA
3322
Financial Synergies Wealth Advisors
Texas
$205M +$5.82M +3% 30
BWM
3323
Biltmore Wealth Management
Arizona
$205M +$5.11M +3% 51
PWA
3324
Physician Wealth Advisors
Utah
$205M 107
5L
3325
55I LLC
Massachusetts
$205M +$27M +15% 135