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
NWA
4026
New World Advisors
Massachusetts
$163M +$15.9M +11% 29
PBO
4027
Peoples Bank (Ohio)
Ohio
$163M +$7.2M +5% 100
HFS
4028
Howard Financial Services
Texas
$163M +$11.6M +8% 126
SAM
4029
Silphium Asset Management
United Kingdom
$163M -$97M -37% 99
HRC
4030
Hoertkorn Richard Charles
$162M +$7.9M +5% 89
VST
4031
Van Strum & Towne
California
$162M +$11M +7% 82
DCM
4032
Delta Capital Management
New Jersey
$162M +$13.2M +9% 71
1NWS
4033
1 North Wealth Services
Maryland
$162M +$12.3M +8% 389
T
4034
Tinicum
New York
$162M +$16.8M +12% 3
CC
4035
Caldera Capital
Texas
$162M -$12.1M -7% 20
GPWA
4036
Great Point Wealth Advisors
Massachusetts
$162M +$14.9M +10% 44
CPA
4037
Clear Perspective Advisors
Illinois
$162M -$59M -27% 160
KAH
4038
Kathryn A. Hall
$161M +$38.5M +31% 34
MCC
4039
Malaga Cove Capital
California
$161M +$13.7M +9% 171
AC
4040
AMS Capital
Brazil
$161M -$69.8M -30% 29
UTC
4041
Unified Trust Company
Kentucky
$161M +$11.5M +8% 60
SM
4042
Saya Management
New York
$161M -$11.2M -6% 13
BCM
4043
Beddow Capital Management
Wyoming
$161M +$2.1M +1% 51
AI
4044
AdvisorShares Investments
Maryland
$161M 132
W
4045
WealthOne
New York
$161M +$20.8M +15% 98
GWM
4046
Graybill Wealth Management
Illinois
$160M +$12.7M +9% 57
AIM
4047
Aspen Investment Management
Michigan
$160M +$10.7M +7% 135
TGI
4048
TRV GP IV
Massachusetts
$160M +$62.7M +64% 2
MWP
4049
Meridian Wealth Partners
Pennsylvania
$160M 209
CIM
4050
Courant Investment Management
Tennessee
$160M +$8.94M +6% 11