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
4226
Bay Harbor Wealth Management
Maryland
$278M +$16.8M +6% 186
ACM
4227
Arcataur Capital Management
Wisconsin
$278M +$15.5M +6% 98
FLI
4228
Family Legacy Inc
South Carolina
$278M +$16.2M +6% 119
BA
4229
Bard Associates
Illinois
$278M +$14.8M +6% 184
WP
4230
Westmount Partners
California
$278M +$33.1M +14% 219
CF
4231
Copperwynd Financial
Arizona
$278M +$26.4M +11% 150
PFA
4232
Pathway Financial Advisers
Indiana
$278M +$15.1M +6% 504
ZIMP
4233
Zimmermann Investment Management & Planning
Pennsylvania
$278M +$33.2M +14% 144
RCM
4234
Robinson Capital Management
Michigan
$277M -$3.36M -1% 252
SSC
4235
Syverson Strege & Co
Iowa
$277M +$19.6M +8% 75
VAG
4236
VisionPoint Advisory Group
Texas
$277M +$6.35M +2% 868
BE
4237
Bonness Enterprises
District of Columbia
$277M +$38.2M +16% 38
SC
4238
Stolper & Co
Oklahoma
$277M +$28.9M +12% 89
XXIP
4239
Xiamen Xinweidachuang Investment Partnership
China
$277M -$65.4M -19% 1
PXPO
4240
Peak XV Partners Operations
Mauritius
$277M -$70.6M -20% 3
LA
4241
LFL Advisers
Illinois
$277M +$47M +20% 11
CIC
4242
Concord Investment Counsel
California
$277M 53
PCM
4243
Princeton Capital Management
New Jersey
$277M +$28.8M +12% 112
NRCM
4244
Northern Right Capital Management
Connecticut
$277M +$28M +11% 37
PA
4245
PSI Advisors
Florida
$277M +$8.86M +3% 908
SC
4246
Sykon Capital
New York
$277M +$26M +10% 100
MWP
4247
Madison Wealth Partners
Wisconsin
$276M +$24.3M +10% 126
LC
4248
LCNB Corp
Ohio
$276M +$22.1M +9% 183
SP
4249
Sequent Planning
Nebraska
$276M 142
HP
4250
HT Partners
Connecticut
$276M +$25.3M +10% 52