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
UF
3326
Univest Financial
Pennsylvania
$307M -$48.4M -14% 114
VAS
3327
Valicenti Advisory Services
New York
$306M -$74M -19% 88
BCL
3328
Bracebridge Capital LLC
Massachusetts
$306M +$15.4M +5% 108
DBIA
3329
Dumont & Blake Investment Advisors
New Jersey
$306M -$59M -16% 215
RPWA
3330
Regent Peak Wealth Advisors
Georgia
$306M -$42.5M -12% 176
WC
3331
Westwind Capital
New Mexico
$306M -$65.8M -18% 41
IWP
3332
IAG Wealth Partners
Wisconsin
$306M -$12.2M -4% 503
ARG
3333
Advisory Resource Group
Oklahoma
$306M -$15.7M -5% 153
KIG
3334
Kowal Investment Group
Wisconsin
$305M -$22.4M -7% 150
HP
3335
Harbourvest Partners
Massachusetts
$305M -$185M -38% 68
BCM
3336
Bornite Capital Management
New York
$305M -$23.1M -7% 27
TS
3337
Tamar Securities
California
$305M -$53.7M -15% 62
ACM
3338
Axar Capital Management
New York
$305M +$70.2M +30% 3
NAH
3339
Neumann Advisory (HK)
Hong Kong
$304M -$148M -33% 16
FI
3340
Fractal Investments
Connecticut
$304M -$35.7M -11% 128
RWP
3341
Revolve Wealth Partners
New Jersey
$304M -$42.1M -12% 158
BMCM
3342
Bryn Mawr Capital Management
Pennsylvania
$304M -$54.4M -15% 165
LHC
3343
Lodge Hill Capital
New York
$304M +$94.2M +45% 32
NAMM
3344
NorthStar Asset Management (Massachusetts)
Massachusetts
$304M -$60.9M -17% 82
PWA
3345
Peterson Wealth Advisors
Utah
$303M -$35M -10% 62
WFA
3346
WestHill Financial Advisors
California
$303M -$43.7M -13% 122
KM
3347
Kora Management
New York
$303M -$143M -32% 3
LWA
3348
Lineweaver Wealth Advisors
Ohio
$303M -$47.1M -13% 158
DCC
3349
Dow Chemical Company
Michigan
$303M +$161M +113% 12
KAM
3350
Krensavage Asset Management
New York
$302M +$12.4M +4% 14