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
CBTWT
3401
Community Bank & Trust (Waco, Texas)
Texas
$281M -$20.8M -7% 135
FPTW
3402
Franklin, Parlapiano, Turner & Welch
Texas
$281M -$15.1M -5% 48
NWM
3403
Northcape Wealth Management
New York
$281M +$19.6M +7% 142
GWMIA
3404
Global Wealth Management Investment Advisory
Florida
$281M -$15.9M -5% 527
PWA
3405
PCG Wealth Advisors
Kansas
$280M +$140M +100% 138
CHCM
3406
Columbus Hill Capital Management
New Jersey
$280M +$43M +18% 19
DI
3407
Diligent Investors
California
$280M -$11.9M -4% 268
RGC
3408
Roberts, Glore & Co
Illinois
$280M -$20.6M -7% 194
KFP
3409
KB Financial Partners
New Jersey
$280M -$9.63M -3% 602
STT
3410
Singapore Technologies Telemedia
Singapore
$280M -$249M -47% 1
BBPWM
3411
Blue Bell Private Wealth Management
Pennsylvania
$279M -$17.2M -6% 884
SW
3412
SkyOak Wealth
Michigan
$279M -$13.8M -5% 237
SNT
3413
SIG North Trading
Pennsylvania
$279M +$75.1M +37% 107
RIS
3414
Retirement Income Solutions
Michigan
$279M -$2.02M -0.7% 118
EP
3415
Equius Partners
California
$278M -$17.1M -6% 19
AAM
3416
Austin Asset Management
Texas
$278M -$2.21M -0.8% 60
BS
3417
Bessemer Securities
New York
$278M -$8.1M -3% 133
CFS
3418
CRA Financial Services
New Jersey
$278M -$13.9M -5% 208
CFG
3419
Cooper Financial Group
California
$278M +$2.54M +0.9% 285
SIM
3420
Studio Investment Management
Illinois
$278M -$10.2M -4% 205
MWP
3421
Moller Wealth Partners
$278M -$17.3M -6% 49
AVA
3422
Atlas Venture Advisors
Massachusetts
$278M -$39.1M -12% 7
BT
3423
Brandywine Trust
Delaware
$278M -$17.8M -6% 24
TAA
3424
TB Alternative Assets
Cayman Islands
$277M +$73.3M +36% 51
FRA
3425
Frank Rimerman Advisors
California
$277M +$15.4M +6% 99