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
DBRC
3901
D.B. Root & Company
Pennsylvania
$220M -$13.6M -6% 172
OBWG
3902
Onyx Bridge Wealth Group
New York
$219M -$5.08M -2% 203
CMP
3903
Coston McIsaac & Partners
Maine
$219M +$53.6M +32% 794
GPA
3904
Guidance Point Advisors
Massachusetts
$219M -$12.7M -5% 84
ASW
3905
Astoria Strategic Wealth
Texas
$219M -$8.52M -4% 32
WFM
3906
Wolff Financial Management
Michigan
$219M -$5.7M -3% 102
CWM
3907
Chesapeake Wealth Management
Virginia
$219M -$14.8M -6% 173
SOCM
3908
SR One Capital Management
Pennsylvania
$219M +$14.4M +7% 4
RCS
3909
Retirement Capital Strategies
California
$219M -$4.36M -2% 70
FCT
3910
Family Capital Trust
Massachusetts
$219M -$33.8M -13% 51
BCM
3911
Boltwood Capital Management
California
$218M -$12.6M -5% 153
EPCA
3912
Elizabeth Park Capital Advisors
Ohio
$218M -$14.2M -6% 58
APA
3913
Arisaig Partners (Asia)
Singapore
$218M -$32.3M -13% 8
LGA
3914
Lebenthal Global Advisors
New York
$218M +$12.1M +6% 141
WAM
3915
Wakefield Asset Management
Colorado
$218M -$15.7M -7% 220
BWM
3916
Biltmore Wealth Management
Arizona
$218M -$9.57M -4% 52
CSUI
3917
Cincinnati Specialty Underwriters Insurance
Ohio
$218M -$14.6M -6% 39
DI
3918
Disciplined Investments
Oklahoma
$218M -$3.63M -2% 1,728
MVG
3919
Madrona Venture Group
Washington
$218M +$1.94M +0.9% 6
AA
3920
Auxano Advisors
Washington
$217M +$15.4M +8% 103
VCP
3921
Varenne Capital Partners
France
$217M -$114M -34% 17
RCP
3922
Rothschild Capital Partners
New York
$217M -$21.7M -9% 30
CFG
3923
Compton Financial Group
Maryland
$217M -$4.16M -2% 33
PPWP
3924
Proquility Private Wealth Partners
Nevada
$217M -$15.9M -7% 92
WCAMG
3925
Woodard & Company Asset Management Group
North Carolina
$217M -$26.3M -11% 110