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
DHGWA
3751
Dixon Hughes Goodman Wealth Advisors
North Carolina
$307M 878
MSWMA
3752
Market Street Wealth Management Advisors
Indiana
$307M +$54.5M +22% 79
P
3753
Paradiem
Louisiana
$307M -$28.9M -9% 113
VCM
3754
Versant Capital Management
Arizona
$307M +$23.6M +8% 1,670
GG
3755
Gleason Group
Kentucky
$306M +$29.6M +11% 216
HC
3756
Hendley & Co
Ohio
$306M +$20.1M +7% 76
BWA
3757
Burt Wealth Advisors
Maryland
$306M -$7.59M -2% 103
RHI
3758
Richmond Hill Investments
New York
$306M -$25.7M -8% 10
PA
3759
Prism Advisors
California
$306M +$25.3M +9% 57
FIM
3760
Fernwood Investment Management
Massachusetts
$306M +$14.7M +5% 219
FWP
3761
Falcon Wealth Planning
California
$306M +$42.6M +16% 82
PPW
3762
Pasadena Private Wealth
California
$305M +$20M +7% 125
SC
3763
Steginsky Capital
New York
$305M +$39.1M +15% 8
RDWM
3764
Red Door Wealth Management
Tennessee
$305M +$43.5M +17% 167
RMAM
3765
Raab & Moskowitz Asset Management
New Jersey
$305M +$28.1M +10% 169
CAG
3766
Curtis Advisory Group
California
$305M +$29.3M +11% 85
OBGC
3767
O'Brien Greene & Co
Pennsylvania
$304M +$30.3M +11% 145
BDWCC
3768
B&D White Capital Company
Texas
$304M +$44.4M +17% 77
BA
3769
Bard Associates
Illinois
$304M +$7.99M +3% 183
DE
3770
Day & Ennis
Georgia
$304M +$14.8M +5% 128
ARI
3771
Applied Research Investments
Delaware
$303M +$3.05M +1% 42
FFM
3772
Fairmount Funds Management
Pennsylvania
$303M +$28.3M +10% 21
ACM
3773
ADW Capital Management
Florida
$303M +$13.3M +5% 7
LPC
3774
Lion Point Capital
New York
$303M -$73.7M -20% 46
ANRIA
3775
American National Registered Investment Advisor
Texas
$303M +$26.6M +10% 245