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
BHPW
3401
Beverly Hills Private Wealth
California
$323M +$93.6M +41% 289
PT
3402
Plimoth Trust
Massachusetts
$322M +$12.2M +4% 163
BW
3403
Bison Wealth
Georgia
$322M +$9.27M +3% 277
P
3404
Paradiem
Louisiana
$322M +$51.5M +19% 103
HEIP
3405
Hudson Edge Investment Partners
New Jersey
$322M +$29M +10% 133
AFG
3406
American Financial Group
Ohio
$322M +$22.7M +8% 97
WPA
3407
West Paces Advisors
Georgia
$322M +$7.63M +2% 595
BWA
3408
Burt Wealth Advisors
Maryland
$322M +$23.2M +8% 107
MMPW
3409
Mitchell McLeod Pugh & Williams
Alabama
$322M +$26.1M +9% 260
ACA
3410
Affinity Capital Advisors
California
$321M +$29.6M +10% 127
EFG
3411
Ethos Financial Group
Pennsylvania
$321M +$26M +9% 205
CCB
3412
Cutter & Co Brokerage
Missouri
$321M +$25.1M +8% 232
PFA
3413
Pettinga Financial Advisors
Indiana
$321M +$14M +5% 114
LBA
3414
Lowell Blake & Associates
Massachusetts
$321M +$21.2M +7% 59
AFFA
3415
ALM First Financial Advisors
Texas
$321M +$8.03M +3% 16
QPWM
3416
Quadrant Private Wealth Management
Pennsylvania
$321M +$22.5M +8% 267
ASP
3417
Adams Street Partners
Illinois
$321M +$20.8M +7% 20
AI
3418
AdvisorShares Investments
Maryland
$321M -$34.5M -10% 356
UF
3419
Univest Financial
Pennsylvania
$320M +$2.89M +0.9% 115
HFS
3420
Haverford Financial Services
Pennsylvania
$320M -$42.4M -12% 68
AGP
3421
Akaris Global Partners
New York
$320M +$30.4M +10% 20
HCM
3422
Horrell Capital Management
Arkansas
$320M +$17.9M +6% 213
CC
3423
Cypress Capital
Tennessee
$320M +$786K +0.2% 91
LL
3424
LWMG LLC
Minnesota
$319M +$40.8M +15% 96
PCM
3425
Punch Card Management
Florida
$319M +$10.6M +3% 4