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
DIM
3501
Delta Investment Management
California
$348M +$29.4M +9% 196
ETS
3502
ESL Trust Services
New York
$347M +$19.3M +6% 24
PCWA
3503
Pacific Capital Wealth Advisors
California
$347M +$32.4M +10% 92
RWP
3504
Revolve Wealth Partners
New Jersey
$347M 149
WC
3505
Winmill & Co
New York
$347M +$34.4M +11% 87
LWA
3506
Lineweaver Wealth Advisors
Ohio
$347M +$19.2M +6% 144
LFM
3507
LGT Fund Management
Liechtenstein
$347M 174
PWA
3508
Peterson Wealth Advisors
Utah
$347M +$44.2M +15% 60
FSA
3509
Fort Sheridan Advisors
Illinois
$347M +$41M +13% 214
BRA
3510
Bender Robert & Associates
California
$347M -$2.81M -0.8% 49
EWP
3511
Engrave Wealth Partners
Texas
$346M +$7.85M +2% 75
AAM
3512
Arabesque Asset Management
United Kingdom
$346M +$47.6M +16% 211
LTI
3513
Laffer Tengler Investments
Tennessee
$346M +$644K +0.2% 498
CDIA
3514
Capital Directions Investment Advisors
Georgia
$346M +$18.7M +6% 265
DMC
3515
Drexel Morgan & Co
Pennsylvania
$346M +$34.5M +11% 47
RF
3516
Rollins Financial
Georgia
$346M 106
TS
3517
Third Security
Virginia
$345M -$169M -33% 11
FSCM
3518
First Sabrepoint Capital Management
Texas
$345M +$8M +2% 30
MM
3519
Meridian Management
Arkansas
$345M +$18.8M +6% 79
NI
3520
Nepsis Inc
Minnesota
$345M +$27.4M +9% 32
NCL
3521
Nishkama Capital LLC
Puerto Rico
$345M +$38.4M +13% 48
BCP
3522
Bayberry Capital Partners
New York
$345M -$3.8M -1% 22
HPCM
3523
Hein Park Capital Management
New York
$345M +$16.9M +5% 14
RW
3524
REDW Wealth
New Mexico
$344M +$29.8M +9% 119
HW
3525
Hedeker Wealth
Illinois
$344M +$20.5M +6% 93