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
BMC
4076
Beaton Management Company
Massachusetts
$121M +$9.46M +8% 126
FF
4077
Friedenthal Financial
New Jersey
$121M +$5.08M +4% 73
BWM
4078
Biltmore Wealth Management
Arizona
$121M +$10.5M +10% 48
EWG
4079
Executive Wealth Group
Washington
$121M +$8.27M +7% 37
AFC
4080
AFT Forsyth & Company
Florida
$121M +$6.58M +6% 146
ARMT
4081
Amica Retiree Medical Trust
Rhode Island
$121M +$5.81M +5% 358
EWM
4082
Elmwood Wealth Management
California
$120M +$10.6M +10% 308
WTFG
4083
Wells Trecaso Financial Group
Ohio
$120M +$13.8M +13% 73
TW
4084
Towerpoint Wealth
California
$120M +$14M +13% 33
LCC
4085
Lincoln Capital Corp
Rhode Island
$120M +$12.6M +12% 49
NVPX
4086
Norwest Venture Partners X
California
$120M +$7.52M +7% 3
TG
4087
TRV GP
Massachusetts
$120M -$38.5M -24% 5
JC
4088
Jentner Corp
Ohio
$120M +$766K +0.6% 30
WA1
4089
Wimmer Associates 1
California
$120M +$8.01M +7% 107
SPIO
4090
Seven Post Investment Office
California
$120M +$96.3M +404% 16
KTM
4091
Keeler Thomas Management
Utah
$120M +$12.1M +11% 57
EM
4092
Endicott Management
New York
$120M -$15.6M -12% 7
RCA
4093
Rex Capital Advisors
Rhode Island
$120M +$2.2M +2% 17
PAM
4094
Pegasus Asset Management
New York
$120M +$12.8M +12% 68
GECH
4095
Garnet Equity Capital Holdings
New York
$119M +$19.9M +20% 29
GEH
4096
General Equity Holdings
New York
$119M -$20.8M -15% 16
SV
4097
Stilwell Value
New York
$119M -$2.3M -2% 40
BSAM
4098
Blue Sky Asset Management
Colorado
$119M -$157K -0.1% 118
BMCM
4099
Bryn Mawr Capital Management
Pennsylvania
$119M +$5.06M +4% 96
KIA
4100
Kopp Investment Advisors
Minnesota
$119M +$12.2M +11% 62