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
BI
3726
Bulldog Investors
New Jersey
$370M -$13.3M -3% 171
KWS
3727
Keystone Wealth Services
California
$369M -$8.35M -2% 273
BWM
3728
BigSur Wealth Management
Florida
$369M +$19.2M +5% 160
PPC
3729
Park Place Capital
Alabama
$369M +$11.7M +3% 886
DCM
3730
Davidson Capital Management
Texas
$369M -$11.2M -3% 96
TPWM
3731
Twelve Points Wealth Management
Massachusetts
$369M +$20.7M +6% 186
AWM
3732
Aries Wealth Management
Maine
$368M +$5.07M +1% 237
SWMG
3733
Sanchez Wealth Management Group
Florida
$368M +$2.18M +0.6% 50
MCA
3734
Magnolia Capital Advisors
Mississippi
$368M -$18.4M -5% 239
LI
3735
Louisbourg Investments
New Brunswick, Canada
$368M -$13M -3% 185
SIAG
3736
Safeguard Investment Advisory Group
California
$368M +$3.43M +0.9% 143
VIA
3737
Virtus Investment Advisers
Connecticut
$368M +$240M +188% 777
EGI
3738
EAM Global Investors
California
$367M -$190M -34% 163
PCM
3739
PenderFund Capital Management
British Columbia, Canada
$367M -$98.3M -21% 179
RDFA
3740
Ritter Daniher Financial Advisory
Ohio
$367M +$12.4M +4% 332
AA
3741
Addison Advisors
Vermont
$367M +$7.03M +2% 886
NDSI
3742
Newman Dignan & Sheerar Inc
Rhode Island
$366M -$24M -6% 182
AVA
3743
Atlas Venture Advisors
Massachusetts
$366M -$97.4M -21% 4
SHWM
3744
Smith & Howard Wealth Management
Georgia
$366M +$12.7M +4% 84
GDP
3745
Great Diamond Partners
Maine
$366M -$20.8M -5% 200
I
3746
InvesTrust
Oklahoma
$366M +$6.03M +2% 94
LF
3747
Lantz Financial
Illinois
$365M -$9.8M -3% 238
PAS
3748
PKS Advisory Services
New York
$365M -$34.5M -9% 273
WAM
3749
Warberg Asset Management
Illinois
$365M +$3.23M +0.9% 249
UIA
3750
UG Investment Advisers
Taiwan
$365M +$110M +43% 13