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
HNB
4001
Hilltop National Bank
Wyoming
$329M +$18.4M +6% 863
WKWM
4002
Walter & Keenan Wealth Management
Indiana
$329M +$15.1M +5% 153
BLC
4003
Brown, Lisle/Cummings
Rhode Island
$329M +$22.2M +7% 640
CCM
4004
Contrarian Capital Management
Connecticut
$329M +$10.6M +3% 33
WSC
4005
Wellington Shields & Co
New York
$329M +$21.9M +7% 325
CPA
4006
Capital Performance Advisors
California
$329M +$65.6M +25% 2,899
EC
4007
ECP ControlCo
New Jersey
$329M +$4.87M +2% 7
AEPWM
4008
Atlantic Edge Private Wealth Management
Florida
$329M +$29.2M +10% 517
APTFM
4009
AGUR Provident & Training Funds Management
Israel
$329M -$18.4M -5% 24
AIM
4010
Access Investment Management
Georgia
$328M +$20.6M +7% 113
PIWA
4011
Prevail Innovative Wealth Advisors
Kansas
$328M +$45.6M +16% 207
SWMG
4012
Sanchez Wealth Management Group
Florida
$328M +$19.5M +6% 41
KC
4013
Knuff & Co
California
$328M +$19.5M +6% 140
BIA
4014
Barry Investment Advisors
Massachusetts
$327M +$30.3M +10% 119
HA
4015
Hamel Associates
New Jersey
$327M +$9.94M +3% 78
MPPLM
4016
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$327M +$27.9M +9% 157
MCA
4017
MSH Capital Advisors
Arizona
$327M +$27.7M +9% 234
QL
4018
Quarry LP
New York
$327M +$87.1M +36% 2,183
MAV
4019
Mason & Associates (Virginia)
Virginia
$327M +$22.2M +7% 37
JC
4020
Jentner Corp
Ohio
$327M +$25.6M +8% 58
FWM
4021
Fairhaven Wealth Management
Illinois
$327M +$24.7M +8% 129
MC
4022
Muhlenkamp & Co
Pennsylvania
$326M +$5.9M +2% 29
FC
4023
FCA Corp
Texas
$326M +$13.6M +4% 192
BPIA
4024
Broad Peak Investment Advisers
Singapore
$326M -$98.8M -23% 13
CI
4025
Cavalier Investments
Georgia
$326M +$1.02M +0.3% 88