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
ETS
3351
ESL Trust Services
New York
$221M +$32.6M +17% 33
BWM
3352
Buckley Wealth Management
Nevada
$220M +$36.2M +20% 131
VPIM
3353
Vanguard Personalized Indexing Management
California
$220M +$49M +29% 405
GCMG
3354
Gyroscope Capital Management Group
Florida
$220M +$8.02M +4% 129
CH
3355
CVI Holdings
Delaware
$220M +$192M +679% 89
SIA
3356
Sovereign Investment Advisors
Arizona
$220M +$26.9M +14% 21
FNBOMD
3357
First National Bank of Mount Dora
Florida
$220M +$30.9M +16% 100
SACTSONJ
3358
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$220M +$39.7M +22% 223
SAM
3359
Summit Asset Management
Tennessee
$220M +$34.2M +18% 123
DC
3360
Dendur Capital
New York
$220M +$62.1M +39% 22
SAM
3361
Shikiar Asset Management
New York
$219M +$70.5M +47% 95
LFG
3362
LifePlan Financial Group
Ohio
$219M +$34.7M +19% 602
AWMG
3363
Alliance Wealth Management Group
New Jersey
$219M +$31.5M +17% 62
YWP
3364
YorkBridge Wealth Partners
New York
$219M +$56.1M +35% 175
AC
3365
AMS Capital
Brazil
$219M +$56.1M +35% 31
FCM
3366
Firsthand Capital Management
California
$219M +$96.7M +79% 55
MCIA
3367
Mountain Capital Investment Advisors
Colorado
$218M +$24.9M +13% 52
PCM
3368
Pinz Capital Management
New York
$218M +$180M +472% 227
OCM
3369
Oakview Capital Management
Texas
$218M -$9.46M -4% 20
BCC
3370
Bridge City Capital
Oregon
$218M +$11.3M +5% 92
VCM
3371
Versant Capital Management
Arizona
$218M +$28.1M +15% 1,711
APW
3372
Aurora Private Wealth
New Jersey
$217M -$66.7M -23% 249
WP
3373
WealthShield Partners
North Carolina
$217M +$53.8M +33% 342
TGI
3374
TRV GP IV
Massachusetts
$217M +$108M +98% 4
CBOR
3375
Community Bank of Raymore
Missouri
$217M +$30.2M +16% 53