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
ESB
3676
Essex Savings Bank
Connecticut
$444M +$24.4M +6% 321
BWM
3677
BCS Wealth Management
Tennessee
$444M -$20.8M -4% 270
WWG
3678
West Wealth Group
California
$444M +$41.4M +10% 127
KCM
3679
Kendall Capital Management
Maryland
$444M +$65.4M +17% 237
IPW
3680
Inlet Private Wealth
Florida
$443M +$36.2M +9% 137
AIC
3681
Archer Investment Corporation
Indiana
$443M +$23.6M +6% 1,254
EPAM
3682
Evelyn Partners Asset Management
$443M +$48.4M +12% 287
MAM
3683
Mystic Asset Management
Rhode Island
$443M +$29.3M +7% 226
BTWM
3684
Baker Tilly Wealth Management
Wisconsin
$443M +$163M +58% 281
SAM
3685
Standpoint Asset Management
Arizona
$442M -$46.6M -10% 8
GWM
3686
Gibbs Wealth Management
Georgia
$442M -$77.1M -15% 386
LOAMU
3687
Lombard Odier Asset Management (USA)
New York
$442M +$42.5M +11% 440
SCA
3688
Scott Capital Advisors
Oregon
$442M +$72.6M +20% 54
TSWM
3689
Triangle Securities Wealth Management
North Carolina
$442M +$35.4M +9% 207
PT
3690
Plimoth Trust
Massachusetts
$442M +$24.6M +6% 168
GWM
3691
GSB Wealth Management
Connecticut
$441M +$32.9M +8% 251
CAG
3692
Curtis Advisory Group
California
$441M +$43.1M +11% 110
AMCI
3693
Al Mehwar Commercial Investments
United Arab Emirates
$441M -$172M -28% 1
WEG
3694
World Equity Group
Illinois
$441M +$74M +20% 377
FPB
3695
First PREMIER Bank
South Dakota
$440M +$27.4M +7% 411
LC
3696
Landaas & Company
Wisconsin
$440M +$21.4M +5% 130
CAM
3697
Cypress Asset Management
Texas
$440M +$24.2M +6% 111
3IP
3698
3Chopt Investment Partners
Virginia
$440M +$23.6M +6% 240
APM
3699
Avidity Partners Management
Texas
$439M -$59.4M -12% 68
SWM
3700
Shakespeare Wealth Management
Wisconsin
$439M +$64.3M +17% 105