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
BRA
3401
Bender Robert & Associates
California
$323M +$55.5M +21% 57
AIA
3402
Allied Investment Advisors
Montana
$323M +$2.97M +0.9% 58
KMC
3403
Kirr Marbach & Co
Indiana
$323M +$1.98M +0.6% 50
BHPW
3404
Beverly Hills Private Wealth
California
$323M +$93.6M +41% 289
PT
3405
Plimoth Trust
Massachusetts
$322M +$12.2M +4% 163
BW
3406
Bison Wealth
Georgia
$322M +$9.27M +3% 277
P
3407
Paradiem
Louisiana
$322M +$51.5M +19% 103
HEIP
3408
Hudson Edge Investment Partners
New Jersey
$322M +$29M +10% 133
AFG
3409
American Financial Group
Ohio
$322M +$22.7M +8% 97
WPA
3410
West Paces Advisors
Georgia
$322M +$7.63M +2% 595
BWA
3411
Burt Wealth Advisors
Maryland
$322M +$23.2M +8% 107
MMPW
3412
Mitchell McLeod Pugh & Williams
Alabama
$322M +$26.1M +9% 260
ACA
3413
Affinity Capital Advisors
California
$321M +$29.6M +10% 127
EFG
3414
Ethos Financial Group
Pennsylvania
$321M +$26M +9% 205
CCB
3415
Cutter & Co Brokerage
Missouri
$321M +$25.1M +8% 232
PFA
3416
Pettinga Financial Advisors
Indiana
$321M +$14M +5% 114
LBA
3417
Lowell Blake & Associates
Massachusetts
$321M +$21.2M +7% 59
AFFA
3418
ALM First Financial Advisors
Texas
$321M +$8.03M +3% 16
QPWM
3419
Quadrant Private Wealth Management
Pennsylvania
$321M +$22.5M +8% 267
ASP
3420
Adams Street Partners
Illinois
$321M +$20.8M +7% 20
AI
3421
AdvisorShares Investments
Maryland
$321M -$34.5M -10% 356
UF
3422
Univest Financial
Pennsylvania
$320M +$2.89M +0.9% 115
HFS
3423
Haverford Financial Services
Pennsylvania
$320M -$42.4M -12% 68
AGP
3424
Akaris Global Partners
New York
$320M +$30.4M +10% 20
HCM
3425
Horrell Capital Management
Arkansas
$320M +$17.9M +6% 213