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
BWA
3576
Burt Wealth Advisors
Maryland
$394M -$12.5M -3% 120
FF
3577
Francis Financial
$394M +$15.6M +4% 97
FSA
3578
Financial Security Advisor
Virginia
$394M -$7.7M -2% 126
SHIM
3579
Stone House Investment Management
Pennsylvania
$394M -$90.7M -19% 381
DCM
3580
DAFNA Capital Management
California
$393M -$29.9M -7% 90
FPB
3581
First PREMIER Bank
South Dakota
$393M -$8.33M -2% 421
FTA
3582
Financial & Tax Architects
Missouri
$393M +$3.61M +0.9% 107
HEC
3583
Hudson Executive Capital
New York
$392M +$425K +0.1% 4
KV
3584
Kickstand Ventures
New York
$392M -$374K -0.1% 99
SIM
3585
Sherborne Investors Management
New York
$391M -$67.7M -15% 1
H2CM
3586
H/2 Credit Manager
Connecticut
$391M +$4.17M +1% 13
MP
3587
McDonald Partners
Ohio
$391M -$8.48M -2% 249
ITC
3588
Inspire Trust Company
Nevada
$391M +$28.2M +8% 117
BCP
3589
BDT Capital Partners
Illinois
$391M -$111M -22% 2
WC
3590
Wexford Capital
Florida
$391M -$27.1M -6% 264
WI
3591
WrapManager Inc
California
$391M +$4.16M +1% 255
MWA
3592
MFA Wealth Advisors
Pennsylvania
$391M -$66.6M -15% 520
LCM
3593
Lionstone Capital Management
New York
$391M +$19.5M +5% 12
SWM
3594
Scissortail Wealth Management
Oklahoma
$391M -$22.7M -5% 132
PFA
3595
Professional Financial Advisors
Nebraska
$390M +$4.72M +1% 110
OLVIG
3596
Oliver Lagore Vanvalin Investment Group
Michigan
$390M +$16.5M +4% 737
NDSI
3597
Newman Dignan & Sheerar Inc
Rhode Island
$390M -$27.1M -6% 195
TSWM
3598
Triangle Securities Wealth Management
North Carolina
$390M +$2.95M +0.8% 207
PIC
3599
Portland Investment Counsel
Ontario, Canada
$390M +$111M +40% 59
NFSG
3600
Newbridge Financial Services Group
Florida
$390M +$105M +37% 1,203