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
WFA
3326
WestHill Financial Advisors
California
$313M +$19.7M +7% 121
PFMOSF
3327
Philadelphia Financial Management of San Francisco
California
$313M +$25.4M +9% 46
BW
3328
Bison Wealth
Georgia
$313M +$58.3M +23% 285
JSA
3329
Jacobson & Schmitt Advisors
Wisconsin
$313M $0 0% 54
PCTC
3330
Perkins Coie Trust Company
Washington
$313M +$52M +20% 239
JSL
3331
JT Stratford LLC
Georgia
$313M +$31.6M +11% 228
RCM
3332
Requisite Capital Management
Texas
$313M +$16.3M +6% 73
KMWM
3333
Keudell/Morrison Wealth Management
Oregon
$312M +$44.4M +17% 195
CWM
3334
CMH Wealth Management
New Hampshire
$312M +$38.8M +14% 54
WI
3335
WrapManager Inc
California
$311M +$15.2M +5% 306
MWP
3336
Moller Wealth Partners
$311M +$33.7M +12% 49
CWS
3337
Cypress Wealth Services
California
$311M +$17.1M +6% 242
SXM
3338
SC XII Management
California
$311M -$35.6M -10% 1
TAM
3339
Tucker Asset Management
Colorado
$311M +$4.25M +1% 945
MSS
3340
Mitchell Sinkler & Starr
Pennsylvania
$311M +$52.8M +20% 141
CFO
3341
Callan Family Office
Pennsylvania
$310M 102
PT
3342
Plimoth Trust
Massachusetts
$310M +$20.8M +7% 162
PCI
3343
Pacifica Capital Investments
Texas
$310M +$46.1M +17% 20
FC
3344
Finepoint Capital
Massachusetts
$309M +$5.25M +2% 61
JC
3345
Joho Capital
New York
$309M -$48.6M -14% 18
PGAM
3346
Princeton Global Asset Management
New Jersey
$309M +$22M +8% 603
RA
3347
Riversedge Advisors
Delaware
$309M +$32.2M +12% 77
IVMX
3348
Institutional Venture Management XV
California
$309M -$36.1M -10% 7
PCM
3349
Punch Card Management
Florida
$309M +$8M +3% 4
DIM
3350
Delta Investment Management
California
$309M +$77.4M +33% 186