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
VST
3976
Van Strum & Towne
California
$276M +$22.1M +9% 109
HA
3977
Hamel Associates
New Jersey
$276M +$23M +9% 76
SCP
3978
Silverleafe Capital Partners
Tennessee
$276M +$23.7M +9% 94
RZH
3979
Relyea Zuckerberg Hanson
Connecticut
$276M +$18.3M +7% 152
TJHA
3980
Thomas J. Herzfeld Advisors
Florida
$275M +$49M +22% 401
WRTC
3981
Wind River Trust Company
Wyoming
$275M +$6.5M +2% 10
WIM
3982
Wittenberg Investment Management
Massachusetts
$275M +$15.2M +6% 80
SC
3983
Searle & Co
Connecticut
$275M +$30.7M +13% 162
CCM
3984
Cutler Capital Management
Massachusetts
$275M +$10M +4% 123
UIA
3985
UBP Investment Advisors
Switzerland
$275M +$16.8M +7% 108
SKK
3986
Shepherd Kaplan Krochuk
Massachusetts
$274M +$5.33M +2% 205
ST
3987
Somerset Trust
Pennsylvania
$274M +$29.4M +12% 149
FAP
3988
Financial Advisory Partners
Florida
$274M 72
CC
3989
Covalis Capital
United Kingdom
$274M -$159M -37% 137
BHWM
3990
Beaird Harris Wealth Management
Texas
$274M 686
FA
3991
Fermata Advisors
California
$273M +$46.7M +21% 197
AC
3992
Adelphi Capital
United Kingdom
$273M -$70M -20% 2
AC
3993
Arjuna Capital
North Carolina
$273M +$27M +11% 113
LRIA
3994
Leonard Rickey Investment Advisors
Washington
$273M +$34.7M +15% 76
NP
3995
Ninepoint Partners
Ontario, Canada
$273M -$3.7M -1% 97
LA
3996
Legacy Advisors
Pennsylvania
$273M +$22.5M +9% 138
WWM
3997
WT Wealth Management
Arizona
$273M +$13.1M +5% 133
RCS
3998
Retirement Capital Strategies
California
$272M +$11.7M +4% 89
WOC
3999
West Oak Capital
California
$272M +$14.1M +5% 418
NG
4000
NWK Group
California
$272M +$19.7M +8% 93