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
TWP
3951
Total Wealth Planning
Ohio
$236M +$19.5M +9% 42
ACM
3952
Ativo Capital Management
Illinois
$236M +$3.44M +1% 135
BDF
3953
Black Diamond Financial
Maryland
$236M +$17.8M +8% 86
HWM
3954
Hemington Wealth Management
Virginia
$236M +$19.7M +9% 92
HCM
3955
HGI Capital Management
New York
$235M +$21.7M +10% 75
BPM
3956
Bronson Point Management
Connecticut
$235M -$17.4M -7% 65
ROC
3957
Robertson Opportunity Capital
Texas
$235M -$12.8M -5% 30
SA
3958
SoftVest Advisors
Texas
$235M +$114M +95% 11
KFP
3959
KB Financial Partners
New Jersey
$235M 622
BZWA
3960
Blue Zone Wealth Advisors
California
$235M +$28.5M +14% 86
SFSIG
3961
San Francisco Sentry Investment Group
California
$235M +$22.1M +10% 743
OWM
3962
OneAscent Wealth Management
Alabama
$235M +$13.8M +6% 239
FA
3963
Forefront Analytics
Pennsylvania
$235M +$5.43M +2% 73
MCC
3964
Malaga Cove Capital
California
$234M +$21.6M +10% 170
FUBT
3965
First United Bank & Trust
Maryland
$234M +$27.1M +13% 158
DI
3966
DFPG Investments
Utah
$234M +$16.6M +8% 181
WOC
3967
West Oak Capital
California
$234M +$18.7M +9% 374
OR
3968
Olympiad Research
Connecticut
$234M +$59.8M +34% 198
RA
3969
Riversedge Advisors
Delaware
$234M +$18.1M +8% 50
SAM
3970
Smithbridge Asset Management
Pennsylvania
$234M +$16.7M +8% 91
DMK
3971
David M. Knott
$234M +$12.8M +6% 149
KC
3972
Knuff & Co
California
$234M -$8.89M -4% 168
HCM
3973
Hudson Capital Management
New Jersey
$234M +$7.91M +4% 71
AIA
3974
Allied Investment Advisors
Montana
$234M +$25.4M +12% 53
PFS
3975
Physicians Financial Services
North Carolina
$233M +$26.2M +13% 118