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
CPI
3301
Canaan Partners IX
California
$331M -$78.9M -19% 2
TWM
3302
Tolleson Wealth Management
Texas
$331M +$29.2M +10% 76
BA
3303
BCM Advisors
Louisiana
$331M +$26.5M +9% 55
DFG
3304
Delphi Financial Group
Delaware
$331M +$46.8M +16% 34
RWMH
3305
Riverpoint Wealth Management Holdings
Illinois
$331M +$14.3M +5% 83
S
3306
Surevest
California
$331M +$30.9M +10% 96
WCM
3307
WestBridge Capital Management
Mauritius
$331M +$23.7M +8% 2
SP
3308
StackLine Partners
New York
$330M +$33M +11% 15
PFMOSF
3309
Philadelphia Financial Management of San Francisco
California
$330M -$55.5M -14% 84
WIS
3310
Wright Investors Service
Connecticut
$330M +$38.9M +13% 172
LFA
3311
Lighthouse Financial Advisors
Maryland
$330M +$35.2M +12% 123
RAM
3312
Riggs Asset Management
Pennsylvania
$330M +$4.45M +1% 309
AFIA
3313
America First Investment Advisors
Nebraska
$330M -$827K -0.3% 79
SC
3314
Saybrook Capital
North Carolina
$329M +$17M +5% 51
BCP
3315
Bayberry Capital Partners
New York
$329M -$27.9M -8% 22
CNBTD
3316
Citizens National Bank Trust Department
Mississippi
$329M +$23.5M +8% 141
ROC
3317
Running Oak Capital
Minnesota
$329M +$29.5M +10% 69
PWS
3318
Paragon Wealth Strategies
Florida
$329M +$38.4M +13% 47
TAS
3319
TIFF Advisory Services
Pennsylvania
$329M +$24.4M +8% 23
JHCM
3320
Juniper Hill Capital Management
California
$329M +$219M +198% 6
BBPWM
3321
Blue Bell Private Wealth Management
Pennsylvania
$328M +$38.1M +13% 185
GI
3322
Glovista Investments
New Jersey
$328M +$20.7M +7% 129
MFS
3323
McNamara Financial Services
Massachusetts
$328M +$32.5M +11% 52
GAM
3324
Gould Asset Management
California
$328M -$734K -0.2% 158
ICA
3325
Infrastructure Capital Advisors
New York
$327M +$94.3M +40% 75