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
MBA
3326
McQueen Ball & Associates
Pennsylvania
$150M +$3.15M +2% 108
BOIA
3327
Bush ODonnell Investment Advisors
Missouri
$150M +$118K +0.1% 48
CPA
3328
Columbia Pacific Advisors
Washington
$150M +$26.1M +21% 44
MIC
3329
Meridian Investment Counsel
California
$150M +$1.05M +0.7% 175
TSWM
3330
Triangle Securities Wealth Management
North Carolina
$150M +$5.1M +4% 130
GCMG
3331
Gyroscope Capital Management Group
Florida
$150M +$15.7M +12% 117
WOC
3332
West Oak Capital
California
$149M +$4.1M +3% 394
IR
3333
Invictus RG
Bermuda
$149M +$21.1M +16% 870
ACM
3334
Aquamarine Capital Management
New York
$149M +$23.7M +19% 16
SA
3335
SL Advisors
New Jersey
$149M +$24.7M +20% 63
CAM
3336
Covenant Asset Management
New Jersey
$149M 129
DWM
3337
Darwin Wealth Management
Florida
$149M +$19.5M +15% 128
GRP
3338
Global Retirement Partners
California
$149M 1,053
WGCA
3339
Wolf Group Capital Advisors
Virginia
$149M +$5.37M +4% 113
LGWM
3340
Litman Gregory Wealth Management
California
$149M +$11.3M +8% 42
NFG
3341
NewFocus Financial Group
Washington
$148M +$10.3M +7% 61
ACP
3342
Arcus Capital Partners
Georgia
$148M +$11.1M +8% 99
CCM
3343
Crossvault Capital Management
Texas
$148M +$4.69M +3% 70
SVCP
3344
Silicon Valley Capital Partners
California
$148M +$12M +9% 28
WAM
3345
Water Asset Management
New York
$148M +$30M +25% 19
PO
3346
Private Ocean
California
$148M -$3M -2% 196
BWL
3347
Bogart Wealth LLC
Virginia
$148M 65
JT
3348
Jump Trading
Illinois
$148M +$70.8M +92% 89
MAS
3349
Madden Advisory Services
Florida
$148M -$15.2M -9% 93
GAAM
3350
Guinness Atkinson Asset Management
California
$148M -$13.4M -8% 71