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
FPTW
3501
Franklin, Parlapiano, Turner & Welch
Texas
$336M -$11.9M -3% 53
CCB
3502
Cutter & Co Brokerage
Missouri
$336M -$28.8M -8% 287
BP
3503
Bandera Partners
New York
$336M +$56.2M +20% 22
BA
3504
Bellwether Advisors
Nebraska
$336M +$14.5M +5% 655
GWMIA
3505
Global Wealth Management Investment Advisory
Florida
$336M +$3.33M +1% 546
RAM
3506
Redmond Asset Management
Virginia
$336M -$22.3M -6% 206
JWCA
3507
J.W. Coons Advisors
Ohio
$336M +$4.73M +1% 282
RPA
3508
Rock Point Advisors
Vermont
$335M -$19.7M -6% 107
TCPWM
3509
Traverso Chambers Private Wealth Management
California
$335M -$1.76M -0.5% 112
BL
3510
BCWM LLC
Kansas
$335M -$4.43M -1% 62
RWG
3511
Ratio Wealth Group
Colorado
$335M +$2.83M +0.9% 63
NI
3512
Nepsis Inc
Minnesota
$335M -$9.66M -3% 34
IP
3513
Intellectus Partners
California
$335M -$57.3M -15% 289
SIA
3514
SeaBridge Investment Advisors
New Jersey
$335M +$22.6M +7% 149
IA
3515
Insight Advisors
Pennsylvania
$334M -$5.41M -2% 355
BWA
3516
Burt Wealth Advisors
Maryland
$333M +$27.3M +9% 105
JWM
3517
JFG Wealth Management
Colorado
$333M +$66.1M +25% 62
HI
3518
Helikon Investments
United Kingdom
$333M +$18.1M +6% 6
CFS
3519
CRA Financial Services
New Jersey
$332M -$3.94M -1% 220
CAM
3520
Covenant Asset Management
New Jersey
$332M -$38.5M -10% 143
MJP
3521
Michael J. Puzo
$332M -$21.8M -6% 85
ASI
3522
All-Stars Investment
Hong Kong
$332M -$96.5M -23% 4
LTI
3523
Laffer Tengler Investments
Tennessee
$332M -$14.3M -4% 431
FNBOMD
3524
First National Bank of Mount Dora
Florida
$332M -$7.26M -2% 134
KAH
3525
Kathryn A. Hall
$332M -$102M -23% 53