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
CT
3676
Clearstead Trust
Maine
$127M +$5.9M +5% 244
GWM
3677
Graybill Wealth Management
Illinois
$127M +$421K +0.3% 48
MSDF
3678
Michael & Susan Dell Foundation
New York
$126M +$9.36M +8% 7
BCA
3679
Benchmark Capital Advisors
New York
$126M +$200K +0.2% 147
SWA
3680
Sutton Wealth Advisors
Florida
$126M +$6.94M +6% 1,115
SCM
3681
Stonehearth Capital Management
Massachusetts
$126M -$2.35M -2% 33
CWM
3682
Concentric Wealth Management
California
$126M +$2.98M +2% 85
WPA
3683
West Paces Advisors
Georgia
$126M +$584K +0.5% 524
ICP
3684
IBIS Capital Partners
United Kingdom
$126M -$42.6M -25% 14
RWM
3685
Rezny Wealth Management
Florida
$126M +$4.29M +4% 16
SJL
3686
Shayne & Jacobs LLC
Tennessee
$126M -$872K -0.7% 26
A
3687
Abingworth
United Kingdom
$126M -$8.56M -6% 17
AF
3688
Affiance Financial
Minnesota
$126M -$3.79M -3% 81
BWM
3689
Bernicke Wealth Management
Wisconsin
$125M +$5.17M +4% 61
CWM
3690
CMH Wealth Management
New Hampshire
$125M -$2.22M -2% 55
4IG
3691
440 Investment Group
Kansas
$125M +$13.6M +12% 88
KSCM
3692
Kamunting Street Capital Management
Florida
$125M -$13.3M -10% 32
AC
3693
Addison Capital
Pennsylvania
$125M +$699K +0.6% 107
LA
3694
Lau Associates
Delaware
$125M +$13.4M +12% 79
GEA
3695
Glen Eagle Advisors
New Jersey
$125M +$8.68M +7% 592
SCI
3696
Stableford Capital II
Arizona
$125M +$9.74M +8% 124
IDBONY
3697
Israel Discount Bank of New York
New York
$125M +$2.63M +2% 446
WFWM
3698
Wechter Feldman Wealth Management
New Jersey
$125M -$20.8M -14% 36
DRS
3699
Deane Retirement Strategies
Louisiana
$125M +$4.36M +4% 79
TCM
3700
Trafelet Capital Management
New York
$125M -$17.3M -12% 28