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
EBT
4051
Enterprise Bank & Trust
Massachusetts
$243M -$18.8M -7% 117
KAM
4052
KEB Asset Management
Illinois
$242M +$995K +0.4% 62
WCM
4053
WealthBridge Capital Management
Ohio
$242M -$7.9M -3% 191
BCM
4054
Birmingham Capital Management
Alabama
$242M +$3.19M +1% 104
BDA
4055
Borer Denton & Associates
Pennsylvania
$242M -$11.9M -5% 63
HNW
4056
High Note Wealth
Minnesota
$242M -$3.41M -1% 97
NF
4057
Nikulski Financial
Iowa
$242M -$190K -0.1% 134
SSI
4058
Scott & Selber Inc
Texas
$242M -$14.1M -6% 103
BA
4059
Bard Associates
Illinois
$242M -$16.2M -6% 190
PA
4060
Paragon Advisors
Texas
$241M -$66.5M -22% 130
GGPE
4061
Golden Gate Private Equity
California
$241M +$41.8M +21% 3
PCM
4062
Pennsylvania Capital Management
Pennsylvania
$241M +$7.95M +3% 93
TBWA
4063
Three Bridge Wealth Advisors
California
$241M +$4.75M +2% 95
UFA
4064
US Financial Advisors
Massachusetts
$241M +$5.41M +2% 75
KPWG
4065
KFA Private Wealth Group
Virginia
$241M -$550K -0.2% 78
AGP
4066
Artia Global Partners
Florida
$241M -$49.5M -17% 34
BCM
4067
Buckhead Capital Management
Georgia
$240M -$179M -43% 129
HI
4068
Humankind Investments
New York
$240M -$15.6M -6% 123
WA
4069
WP Advisors
California
$240M -$9.57M -4% 103
BWM
4070
BCS Wealth Management
Tennessee
$240M +$103M +75% 203
RG
4071
Retirement Group
California
$240M -$284K -0.1% 841
SIM
4072
Symetra Investment Management
Connecticut
$240M +$15M +7% 4
AWA
4073
Aquire Wealth Advisors
Utah
$240M -$10.8M -4% 39
CWM
4074
Chesapeake Wealth Management
Virginia
$240M -$13.9M -5% 155
MLIC
4075
Mandatum Life Insurance Company
Finland
$240M -$2.12M -0.9% 74