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
S
3301
Surevest
California
$331M +$30.9M +10% 96
WCM
3302
WestBridge Capital Management
Mauritius
$331M +$23.7M +8% 2
SP
3303
StackLine Partners
New York
$330M +$33M +11% 15
PFMOSF
3304
Philadelphia Financial Management of San Francisco
California
$330M -$55.5M -14% 84
WIS
3305
Wright Investors Service
Connecticut
$330M +$38.9M +13% 172
LFA
3306
Lighthouse Financial Advisors
Maryland
$330M +$35.2M +12% 123
RAM
3307
Riggs Asset Management
Pennsylvania
$330M +$4.45M +1% 309
AFIA
3308
America First Investment Advisors
Nebraska
$330M -$827K -0.3% 79
SC
3309
Saybrook Capital
North Carolina
$329M +$17M +5% 51
BCP
3310
Bayberry Capital Partners
New York
$329M -$27.9M -8% 22
CNBTD
3311
Citizens National Bank Trust Department
Mississippi
$329M +$23.5M +8% 141
ROC
3312
Running Oak Capital
Minnesota
$329M +$29.5M +10% 69
PWS
3313
Paragon Wealth Strategies
Florida
$329M +$38.4M +13% 47
TAS
3314
TIFF Advisory Services
Pennsylvania
$329M +$24.4M +8% 23
JHCM
3315
Juniper Hill Capital Management
California
$329M +$219M +198% 6
BBPWM
3316
Blue Bell Private Wealth Management
Pennsylvania
$328M +$38.1M +13% 185
GI
3317
Glovista Investments
New Jersey
$328M +$20.7M +7% 129
MFS
3318
McNamara Financial Services
Massachusetts
$328M +$32.5M +11% 52
GAM
3319
Gould Asset Management
California
$328M -$734K -0.2% 158
ICA
3320
Infrastructure Capital Advisors
New York
$327M +$94.3M +40% 75
EG
3321
Enstar Group
Bermuda
$327M +$3.83M +1% 12
NRCM
3322
Northern Right Capital Management
Connecticut
$327M +$51M +18% 117
ECML
3323
Eagle Capital Management (Louisiana)
Louisiana
$327M +$48.9M +18% 48
WLIM
3324
White Lighthouse Investment Management
Massachusetts
$327M +$13.4M +4% 118
FPIS
3325
Financial Planning & Information Services
Wisconsin
$326M +$29.4M +10% 71