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
VEA
3951
Virtus ETF Advisers
New York
$237M -$4.18M -2% 416
KAM
3952
Knightsbridge Asset Management
California
$237M +$32.3M +16% 66
SEM
3953
Strategic Equity Management
Arizona
$237M +$13.5M +6% 31
BS
3954
Bessemer Securities
New York
$236M -$2.21M -0.9% 130
WCM
3955
Weik Capital Management
Pennsylvania
$236M +$12.8M +6% 115
MWM
3956
MTC Wealth Management
Florida
$236M 14
HLAM
3957
Hidden Lake Asset Management
New York
$236M +$58.2M +33% 31
TFA
3958
Tobias Financial Advisors
Florida
$236M +$17.1M +8% 71
TWP
3959
Total Wealth Planning
Ohio
$236M +$19.5M +9% 42
ACM
3960
Ativo Capital Management
Illinois
$236M +$3.44M +1% 135
BDF
3961
Black Diamond Financial
Maryland
$236M +$17.8M +8% 86
HWM
3962
Hemington Wealth Management
Virginia
$236M +$19.7M +9% 92
HCM
3963
HGI Capital Management
New York
$235M +$21.7M +10% 75
BPM
3964
Bronson Point Management
Connecticut
$235M -$17.4M -7% 65
ROC
3965
Robertson Opportunity Capital
Texas
$235M -$12.8M -5% 30
SA
3966
SoftVest Advisors
Texas
$235M +$114M +95% 11
KFP
3967
KB Financial Partners
New Jersey
$235M 622
BZWA
3968
Blue Zone Wealth Advisors
California
$235M +$28.5M +14% 86
SFSIG
3969
San Francisco Sentry Investment Group
California
$235M +$22.1M +10% 743
OWM
3970
OneAscent Wealth Management
Alabama
$235M +$13.8M +6% 239
FA
3971
Forefront Analytics
Pennsylvania
$235M +$5.43M +2% 73
MCC
3972
Malaga Cove Capital
California
$234M +$21.6M +10% 170
FUBT
3973
First United Bank & Trust
Maryland
$234M +$27.1M +13% 158
DI
3974
DFPG Investments
Utah
$234M +$16.6M +8% 181
WOC
3975
West Oak Capital
California
$234M +$18.7M +9% 374