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
BHWM
4126
Bay Harbor Wealth Management
Maryland
$345M +$28.6M +9% 1,315
AWC
4127
Adamsbrown Wealth Consultants
Kansas
$345M +$26.4M +8% 113
AC
4128
Alfreton Capital
United Kingdom
$345M +$29.7M +9% 6
UWM
4129
United Wealth Management
Virginia
$344M +$25.1M +8% 24
CC
4130
Cypress Capital
Tennessee
$344M -$2.61M -0.8% 89
DL
4131
DOHJ LLC
Washington
$344M -$93.6M -21% 174
WKWM
4132
Walter & Keenan Wealth Management
Indiana
$344M +$12.1M +4% 162
CFA
4133
CWS Financial Advisors
Michigan
$344M +$27M +9% 141
WCM
4134
Windsor Capital Management
Arizona
$343M +$17.2M +5% 122
LL
4135
LPWM LLC
Minnesota
$343M +$32.4M +10% 87
M1FG
4136
Mach-1 Financial Group
Arkansas
$342M +$8.94M +3% 317
RGC
4137
Roberts, Glore & Co
Illinois
$342M +$14.4M +4% 213
SCP
4138
Siena Capital Partners
Illinois
$342M +$5.39M +2% 108
BA
4139
Birinyi Associates
Connecticut
$342M +$32.3M +10% 58
HBWM
4140
Hollow Brook Wealth Management
New York
$342M +$2.68M +0.8% 93
PWP
4141
Prasad Wealth Partners
Ohio
$342M +$35.3M +12% 130
MKC
4142
M. Kraus & Co
Vermont
$341M +$11.8M +4% 85
IQI
4143
Integrated Quantitative Investments
Washington
$340M +$138M +68% 456
BCCM
4144
Bridge Creek Capital Management
Massachusetts
$340M +$23.3M +7% 112
AI
4145
ArchPoint Investors
Florida
$340M +$36.2M +12% 74
RAG
4146
RIA Advisory Group
Iowa
$340M +$32.8M +11% 158
WA
4147
WealthTrust Axiom
Pennsylvania
$340M +$11.7M +4% 268
PCI
4148
Pacifica Capital Investments
Texas
$340M +$58.4M +21% 16
FFS
4149
Fischer Financial Services
Pennsylvania
$340M +$29.6M +10% 63
PIC
4150
Portland Investment Counsel
Ontario, Canada
$340M +$10.8M +3% 51