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
BZWA
4051
Blue Zone Wealth Advisors
California
$207M +$29.4M +17% 78
OWM
4052
Opes Wealth Management
California
$206M -$1.97M -0.9% 80
DS
4053
Dalal Street
Texas
$206M +$57.2M +38% 2
UFG
4054
United Fire Group
Iowa
$206M +$7.89M +4% 111
LRIC
4055
Long Road Investment Counsel
Michigan
$206M +$28.6M +16% 72
BCM
4056
Boltwood Capital Management
California
$206M +$26.7M +15% 144
CFS
4057
Cannon Financial Strategists
Georgia
$206M +$23.8M +13% 58
CAG
4058
Curtis Advisory Group
California
$205M +$35.8M +21% 76
TWA
4059
TCI Wealth Advisors
Arizona
$205M -$41.5M -17% 1,727
OAM
4060
Oak Asset Management
California
$205M +$16M +8% 93
WIM
4061
Wittenberg Investment Management
Massachusetts
$205M +$18.7M +10% 76
THP
4062
Tower House Partners
United Kingdom
$205M +$18.3M +10% 6
FSA
4063
Fort Sheridan Advisors
Illinois
$205M +$36.1M +21% 131
JWM
4064
Janiczek Wealth Management
Colorado
$205M +$20.4M +11% 820
PTP
4065
Platform Technology Partners
New York
$205M +$41.6M +25% 250
KIM
4066
Kestrel Investment Management
California
$205M +$31.8M +18% 47
DSN
4067
D. Scott Neal
Kentucky
$205M +$26.5M +15% 43
AFS
4068
Access Financial Services
Minnesota
$204M +$19.2M +10% 93
LWM
4069
Liberty Wealth Management
California
$204M +$34.7M +20% 1,123
KAM
4070
Knightsbridge Asset Management
California
$204M +$30.4M +17% 50
MFGP
4071
Marshall Financial Group (Pennsylvania)
Pennsylvania
$204M +$35M +21% 56
AFS
4072
Amtrust Financial Services
New York
$204M +$96.1M +89% 110
AP
4073
AtonRa Partners
Switzerland
$204M 107
HCM
4074
Highline Capital Management
New York
$204M +$114M +127% 31
CCM
4075
Campbell Capital Management
Florida
$204M +$29.2M +17% 64