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
BB
3426
Berkshire Bank
Massachusetts
$426M +$28.5M +7% 158
WRPWM
3427
Werba Rubin Papier Wealth Management
California
$426M +$64M +18% 197
ECM
3428
Elgethun Capital Management
South Dakota
$426M +$29.3M +7% 158
EIA
3429
Eldridge Investment Advisors
New Hampshire
$426M +$28.9M +7% 153
BRM
3430
Boston Research & Management
Massachusetts
$426M +$30.2M +8% 120
CIC
3431
Canal Insurance Company
South Carolina
$426M +$47.5M +13% 79
CAM
3432
Creekmur Asset Management
Illinois
$425M +$38.2M +10% 1,137
CWM
3433
CMH Wealth Management
New Hampshire
$425M +$18.8M +5% 53
SCP
3434
Stamos Capital Partners
California
$425M -$46.4M -10% 138
MC
3435
Martin & Co
Tennessee
$425M +$27.4M +7% 108
CWM
3436
Compass Wealth Management
Connecticut
$425M +$19.7M +5% 406
LRWA
3437
Long Run Wealth Advisors
New York
$425M +$29.8M +8% 110
SF
3438
Safeguard Financial
Wisconsin
$424M +$64.7M +18% 131
RCM
3439
RB Capital Management
Nevada
$424M +$32.4M +8% 187
P
3440
Paradiem
Louisiana
$424M +$25M +6% 91
CCM
3441
Carderock Capital Management
Maryland
$424M +$41.4M +11% 75
AMG
3442
Advisors Management Group
Wisconsin
$423M +$23.1M +6% 167
DCM
3443
DAFNA Capital Management
California
$423M +$4.74M +1% 89
BFA
3444
Benedict Financial Advisors
Georgia
$423M +$29.1M +7% 129
KA
3445
Kozak & Associates
Colorado
$423M +$18M +4% 416
DWA
3446
Dorsey Wright & Associates
California
$423M +$37.4M +10% 152
BP
3447
Broadleaf Partners
Ohio
$423M +$9.38M +2% 81
CCM
3448
Corsair Capital Management
New York
$422M -$194M -32% 134
PFA
3449
Pettinga Financial Advisors
Indiana
$422M +$23.2M +6% 127
DC
3450
Decheng Capital
California
$422M +$95.9M +29% 26