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
DI
3476
Diligent Investors
California
$411M -$25.1M -6% 373
HWM
3477
HFR Wealth Management
New York
$411M +$5.98M +1% 54
BB
3478
Berkshire Bank
Massachusetts
$410M -$19.6M -5% 166
PWM
3479
Praetorian Wealth Management
California
$410M -$1.38M -0.3% 61
WW
3480
Waterfront Wealth
Kansas
$410M -$465K -0.1% 262
BPIM
3481
Brant Point Investment Management
New York
$410M -$11.1M -3% 115
LIM
3482
Longfellow Investment Management
Massachusetts
$410M +$21M +5% 330
AFA
3483
AA Financial Advisors
Ohio
$410M +$34.9M +9% 183
WMG
3484
WESCAP Management Group
California
$410M -$2.19M -0.5% 98
EGWAG
3485
Elwood & Goetz Wealth Advisory Group
Georgia
$409M -$632K -0.2% 106
FNBOMD
3486
First National Bank of Mount Dora
Florida
$409M -$18.1M -4% 137
FIC
3487
Family Investment Center
Missouri
$409M +$14.9M +4% 92
BCC
3488
Bain Capital Credit
Massachusetts
$409M -$40.1M -9% 7
SCV
3489
Sands Capital Ventures
Virginia
$409M -$50.8M -11% 22
GSAM
3490
Grant Street Asset Management
Pennsylvania
$409M +$26.3M +7% 86
AACP
3491
Advantage Alpha Capital Partners
California
$408M -$15.2M -4% 168
GFM
3492
GCQ Funds Management
Australia
$407M +$122M +43% 12
CFP
3493
Curran Financial Partners
South Carolina
$407M +$26.5M +7% 108
SFG
3494
Sunburst Financial Group
Alabama
$407M +$2.85M +0.7% 114
ESB
3495
Essex Savings Bank
Connecticut
$407M +$2.89M +0.7% 310
STAS
3496
Strong Tower Advisory Services
Minnesota
$407M +$23.3M +6% 100
KCG
3497
Kinsale Capital Group
Virginia
$407M +$34.6M +9% 38
LCWP
3498
Legacy Capital Wealth Partners
Arkansas
$407M +$2.43M +0.6% 377
SIM
3499
Symetra Investment Management
Connecticut
$406M +$2.62M +0.6% 5
OP
3500
ORG Partners
Indiana
$406M -$330M -45% 1,714