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
PT
3401
Plimoth Trust
Massachusetts
$322M +$12.2M +4% 163
BW
3402
Bison Wealth
Georgia
$322M +$9.27M +3% 277
P
3403
Paradiem
Louisiana
$322M +$51.5M +19% 103
HEIP
3404
Hudson Edge Investment Partners
New Jersey
$322M +$29M +10% 133
AFG
3405
American Financial Group
Ohio
$322M +$22.7M +8% 97
WPA
3406
West Paces Advisors
Georgia
$322M +$7.63M +2% 595
BWA
3407
Burt Wealth Advisors
Maryland
$322M +$23.2M +8% 107
MMPW
3408
Mitchell McLeod Pugh & Williams
Alabama
$322M +$26.1M +9% 260
ACA
3409
Affinity Capital Advisors
California
$321M +$29.6M +10% 127
EFG
3410
Ethos Financial Group
Pennsylvania
$321M +$26M +9% 205
CCB
3411
Cutter & Co Brokerage
Missouri
$321M +$25.1M +8% 232
PFA
3412
Pettinga Financial Advisors
Indiana
$321M +$14M +5% 114
LBA
3413
Lowell Blake & Associates
Massachusetts
$321M +$21.2M +7% 59
AFFA
3414
ALM First Financial Advisors
Texas
$321M +$8.03M +3% 16
QPWM
3415
Quadrant Private Wealth Management
Pennsylvania
$321M +$22.5M +8% 267
ASP
3416
Adams Street Partners
Illinois
$321M +$20.8M +7% 20
AI
3417
AdvisorShares Investments
Maryland
$321M -$34.5M -10% 356
UF
3418
Univest Financial
Pennsylvania
$320M +$2.89M +0.9% 115
HFS
3419
Haverford Financial Services
Pennsylvania
$320M -$42.4M -12% 68
AGP
3420
Akaris Global Partners
New York
$320M +$30.4M +10% 20
HCM
3421
Horrell Capital Management
Arkansas
$320M +$17.9M +6% 213
CC
3422
Cypress Capital
Tennessee
$320M +$786K +0.2% 91
LL
3423
LWMG LLC
Minnesota
$319M +$40.8M +15% 96
PCM
3424
Punch Card Management
Florida
$319M +$10.6M +3% 4
HI
3425
Hyundai Investments
South Korea
$319M -$83.9M -21% 1