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
GAM
3376
Gould Asset Management
California
$351M +$23.8M +7% 158
DBIA
3377
Dumont & Blake Investment Advisors
New Jersey
$351M +$26.1M +8% 206
CFO
3378
CVA Family Office
Colorado
$351M +$87.9M +33% 999
B
3379
Bridgeworth
Alabama
$351M +$34.5M +11% 139
TAS
3380
TIFF Advisory Services
Pennsylvania
$351M +$22M +7% 25
OL
3381
Optas LLC
Texas
$351M +$31.6M +10% 153
VFM
3382
Viking Fund Management
North Dakota
$350M +$15.2M +5% 124
HCA
3383
Hyperion Capital Advisors
New York
$350M +$40.5M +13% 47
MCM
3384
Monarch Capital Management
Indiana
$350M +$12.7M +4% 112
HJIM
3385
Henry James International Management
New York
$350M +$17.8M +5% 171
CNBTD
3386
Citizens National Bank Trust Department
Mississippi
$349M +$20.4M +6% 142
IFS
3387
Ifrah Financial Services
Arkansas
$349M +$16.8M +5% 223
SI
3388
Symmetry Investments
Jersey
$349M +$39.8M +13% 118
PWA
3389
Physician Wealth Advisors
Utah
$349M +$41.8M +14% 156
CWP
3390
Concord Wealth Partners
Virginia
$349M +$52M +18% 1,130
TA
3391
Tamarack Advisers
California
$349M -$133M -28% 80
ANB
3392
Amarillo National Bank
Texas
$349M -$44.9M -11% 101
P8IP
3393
Pier 88 Investment Partners
California
$348M +$53.3M +18% 124
EEP
3394
Edgehill Endowment Partners
Connecticut
$348M +$45.5M +15% 7
NQWM
3395
Northwest Quadrant Wealth Management
Oregon
$347M +$23.6M +7% 66
RPA
3396
Rock Point Advisors
Vermont
$347M +$26.2M +8% 101
SWM
3397
Southern Wealth Management
Texas
$347M +$43.1M +14% 56
FPB
3398
First PREMIER Bank
South Dakota
$346M +$64.1M +23% 370
OCM
3399
Orchard Capital Management
Illinois
$346M +$28.3M +9% 45
CBFP
3400
Cedar Brook Financial Partners
Ohio
$346M +$57.4M +20% 383