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
NAMM
4101
NorthStar Asset Management (Massachusetts)
Massachusetts
$387M +$2.63M +0.7% 89
WIM
4102
WIM Investment Management
Hong Kong
$387M -$6.13M -2% 26
SACTSONJ
4103
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$387M +$6.91M +2% 213
OCPWS
4104
One Charles Private Wealth Services
Massachusetts
$387M +$6.14M +2% 177
PCM
4105
Pinnbrook Capital Management
New York
$387M -$154M -28% 164
HBWM
4106
Hollow Brook Wealth Management
New York
$387M -$36.1M -9% 106
UWM
4107
United Wealth Management
Virginia
$387M +$19.1M +5% 24
TWM
4108
TriaGen Wealth Management
California
$387M +$3.23M +0.8% 201
LWPC
4109
Legacy Wealth Partners (Colorado)
Colorado
$386M 177
TA
4110
TrueWealth Advisors
Alabama
$386M +$16.5M +4% 250
FWC
4111
First Washington Corp
Washington
$386M +$13M +3% 59
ERP
4112
Eldred Rock Partners
Texas
$385M -$15.5M -4% 33
CWAF
4113
Core Wealth Advisors (Florida)
Florida
$385M +$1.9M +0.5% 98
OKSA
4114
O'Keefe Stevens Advisory
New York
$385M +$16M +4% 69
PGF
4115
Plan Group Financial
Oklahoma
$385M +$12.8M +3% 219
SCP
4116
Seafarer Capital Partners
California
$385M +$34.3M +10% 9
HFM
4117
Hartford Financial Management
Connecticut
$385M +$7.26M +2% 345
HFBOT
4118
Home Federal Bank of Tennessee
Tennessee
$385M +$10.9M +3% 79
DFA
4119
Delta Financial Advisors
Louisiana
$385M +$30.5M +9% 153
BCM
4120
Boltwood Capital Management
California
$385M +$8.88M +2% 186
AWA
4121
Aquire Wealth Advisors
Utah
$384M -$21.7M -5% 51
WI
4122
WBI Investments
New Jersey
$384M -$7.57M -2% 401
PFG
4123
Premier Financial Group
California
$384M +$9.31M +2% 84
OWA
4124
Opal Wealth Advisors
New York
$384M +$24.2M +7% 222
AL4A
4125
Accel Leaders 4 Associates
California
$383M -$131M -25% 1