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
BWM
4076
Biltmore Wealth Management
Arizona
$121M +$10.5M +10% 48
EWG
4077
Executive Wealth Group
Washington
$121M +$8.27M +7% 37
AFC
4078
AFT Forsyth & Company
Florida
$121M +$6.58M +6% 146
ARMT
4079
Amica Retiree Medical Trust
Rhode Island
$121M +$5.81M +5% 358
EWM
4080
Elmwood Wealth Management
California
$120M +$10.6M +10% 308
WTFG
4081
Wells Trecaso Financial Group
Ohio
$120M +$13.8M +13% 73
TW
4082
Towerpoint Wealth
California
$120M +$14M +13% 33
LCC
4083
Lincoln Capital Corp
Rhode Island
$120M +$12.6M +12% 49
NVPX
4084
Norwest Venture Partners X
California
$120M +$7.52M +7% 3
TG
4085
TRV GP
Massachusetts
$120M -$38.5M -24% 5
JC
4086
Jentner Corp
Ohio
$120M +$766K +0.6% 30
WA1
4087
Wimmer Associates 1
California
$120M +$8.01M +7% 107
SPIO
4088
Seven Post Investment Office
California
$120M +$96.3M +404% 16
KTM
4089
Keeler Thomas Management
Utah
$120M +$12.1M +11% 57
EM
4090
Endicott Management
New York
$120M -$15.6M -12% 7
RCA
4091
Rex Capital Advisors
Rhode Island
$120M +$2.2M +2% 17
PAM
4092
Pegasus Asset Management
New York
$120M +$12.8M +12% 68
GECH
4093
Garnet Equity Capital Holdings
New York
$119M +$19.9M +20% 29
GEH
4094
General Equity Holdings
New York
$119M -$20.8M -15% 16
SV
4095
Stilwell Value
New York
$119M -$2.3M -2% 40
BSAM
4096
Blue Sky Asset Management
Colorado
$119M -$157K -0.1% 118
BMCM
4097
Bryn Mawr Capital Management
Pennsylvania
$119M +$5.06M +4% 96
KIA
4098
Kopp Investment Advisors
Minnesota
$119M +$12.2M +11% 62
SCC
4099
Steel Canyon Capital
Arizona
$119M +$4.56M +4% 19
CAAS
4100
Capital Asset Advisory Services
Michigan
$119M +$7.64M +7% 110