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
SEP
3401
Southland Equity Partners
Missouri
$430M +$18.6M +5% 239
BHWA
3402
Beacon Harbor Wealth Advisors
Virginia
$430M +$9.24M +2% 94
KLWA
3403
Kelly Lawrence W & Associates
California
$429M -$14.8M -3% 177
BP
3404
Broadleaf Partners
Ohio
$428M +$5.38M +1% 83
ACG
3405
Arch Capital Group
Bermuda
$428M +$41.2M +11% 3
GDS
3406
Gimbel Daniel Scott
$428M +$7.38M +2% 3
RCM
3407
RB Capital Management
Nevada
$428M +$3.72M +0.9% 190
EWM
3408
Elite Wealth Management
Washington
$427M -$7.38M -2% 37
FNBOMD
3409
First National Bank of Mount Dora
Florida
$427M -$13.3M -3% 140
CCA
3410
Carrera Capital Advisors
Michigan
$427M +$18.3M +4% 141
DFG
3411
Delta Financial Group
New Jersey
$427M +$158M +59% 262
BBP
3412
Banco BTG Pactual
Brazil
$427M +$41.8M +11% 205
PFCS
3413
Pale Fire Capital SE
Czech Republic
$427M -$211M -33% 67
CWM
3414
Chemistry Wealth Management
New York
$427M +$8.47M +2% 190
SIM
3415
SW Investment Management
Colorado
$426M +$48M +13% 15
FSA
3416
Financial Services Advisory
Maryland
$426M +$12.7M +3% 64
GPC
3417
Greenstone Partners & Co
California
$426M +$140M +49% 9
WMIG
3418
White Mountains Insurance Group
New Hampshire
$426M -$117M -22% 2
SCP
3419
Stamos Capital Partners
California
$426M +$1.18M +0.3% 134
OCAM
3420
Owl Creek Asset Management
New York
$425M -$259M -38% 64
RK
3421
Rather & Kittrell
Tennessee
$425M +$17.2M +4% 86
MFS
3422
McNamara Financial Services
Massachusetts
$425M -$82.4M -16% 90
EPA
3423
Element Pointe Advisors
Florida
$425M +$14M +3% 73
MAC
3424
Mason & Associates (California)
California
$425M +$24.2M +6% 120
HCM
3425
Harvey Capital Management
Florida
$425M +$24.9M +6% 87