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
QPWM
3976
Quadrant Private Wealth Management
Pennsylvania
$268M -$1.02M -0.4% 224
MC
3977
MSD Capital
New York
$268M -$10.1M -4% 5
HC
3978
Hillman Company
Pennsylvania
$268M -$3.06M -1% 15
EWP
3979
Engrave Wealth Partners
Texas
$268M -$78.8M -23% 76
AGAM
3980
Avalon Global Asset Management
California
$268M -$18.5M -6% 48
WCM
3981
WealthBridge Capital Management
Ohio
$267M -$472K -0.2% 195
PFA
3982
Pathway Financial Advisors
Vermont
$267M -$13.1M -5% 146
VST
3983
Van Strum & Towne
California
$267M -$8.77M -3% 105
TWA
3984
TPB Wealth Advisors
Texas
$267M +$62M +30% 52
FSA
3985
Financial Sense Advisors
California
$267M -$22.3M -8% 158
RPSA
3986
Richard P. Slaughter Associates
Texas
$267M -$15.7M -6% 143
TJHA
3987
Thomas J. Herzfeld Advisors
Florida
$267M -$8.51M -3% 377
CA
3988
Crumly & Associates
Illinois
$267M +$13.3M +5% 112
NLG
3989
New Legacy Group
New York
$267M -$251M -48% 32
FA
3990
Fermata Advisors
California
$267M -$6.46M -2% 203
TCM
3991
Teza Capital Management
Illinois
$267M -$107M -29% 578
NFGCM
3992
Norman Fields Gottscho Capital Management
New York
$267M -$3.15M -1% 78
KXA
3993
KPCB XIV Associates
California
$266M +$105M +65% 4
WCM
3994
Whitener Capital Management
North Carolina
$266M -$13.5M -5% 150
VT
3995
Vise Technologies
New York
$266M -$103M -28% 267
EPP
3996
ETF Portfolio Partners
Kansas
$266M +$3.28M +1% 53
MRCM
3997
Mill Road Capital Management
Connecticut
$266M -$35.2M -12% 28
GCA
3998
GSI Capital Advisors
California
$266M +$37M +16% 41
SFS
3999
Shaker Financial Services
Virginia
$266M -$17.6M -6% 186
LBA
4000
Lowell Blake & Associates
Massachusetts
$265M +$10.5M +4% 57