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
CRWM
3601
Castle Rock Wealth Management
California
$298M +$5.15M +2% 220
MCCP
3602
Mission Creek Capital Partners
California
$298M -$12.4M -4% 227
GL
3603
Globe Life
Texas
$298M -$3.11M -1% 2
SIG
3604
Spinnaker Investment Group
California
$298M -$6.15M -2% 87
QPWM
3605
Quadrant Private Wealth Management
Pennsylvania
$297M -$48.1M -14% 257
IBT
3606
International Biotechnology Trust
United Kingdom
$297M -$31.7M -10% 70
BRF
3607
B. Riley Financial
California
$297M -$89.1M -23% 32
KFI
3608
Key Financial Inc
Pennsylvania
$297M -$5.22M -2% 1,412
NFW
3609
Noble Family Wealth
Florida
$297M -$10.8M -4% 68
SFA
3610
Source Financial Advisors
New York
$296M -$8.25M -3% 137
ESB
3611
Essex Savings Bank
Connecticut
$296M -$3.2M -1% 243
SFC
3612
Strategic Financial Concepts
Texas
$296M +$24.8M +9% 288
ARAM
3613
Ardmore Road Asset Management
New York
$296M -$35.9M -11% 42
WAS
3614
WESPAC Advisors SoCal
California
$296M +$3.9M +1% 93
CSC
3615
Cove Street Capital
California
$296M -$26.6M -8% 85
DBIA
3616
Dumont & Blake Investment Advisors
New Jersey
$296M -$12M -4% 194
SAM
3617
Satovsky Asset Management
New York
$295M -$726K -0.2% 44
GH
3618
Geisinger Health
Pennsylvania
$295M -$17.3M -6% 5
KIC
3619
Keating Investment Counselors
Florida
$295M +$18.3M +7% 84
MJP
3620
Michael J. Puzo
$295M -$21.1M -7% 80
AWM
3621
Adams Wealth Management
Utah
$295M -$25.5M -8% 103
KAH
3622
Kathryn A. Hall
$295M -$12.2M -4% 52
SDWIA
3623
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$295M -$4.51M -2% 142
WCAMG
3624
Woodard & Company Asset Management Group
North Carolina
$295M -$6.78M -2% 102
HP
3625
Harbourvest Partners
Massachusetts
$295M -$57.6M -16% 63