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
BCM
4526
Burrage Capital Management
Massachusetts
$127M -$16.2M -11% 29
BIP
4527
Blueprint Investment Partners
North Carolina
$127M -$30.3M -19% 65
IAS
4528
Investment Advisory Services
Texas
$127M +$9.54M +8% 77
WCM
4529
Washburn Capital Management
Florida
$127M +$17.9M +17% 55
OCM
4530
Orser Capital Management
Texas
$127M +$16.1M +15% 73
GWAG
4531
Garrett Wealth Advisory Group
Texas
$126M +$1.55M +1% 53
LFA
4532
Legend Financial Advisors
Pennsylvania
$126M -$32.6M -20% 37
SHA
4533
Seneca House Advisors
Virginia
$126M +$8.22M +7% 72
HCM
4534
Hall Capital Management
Rhode Island
$126M +$7.38M +6% 82
MGB
4535
Mass General Brigham
Massachusetts
$126M 2
GB
4536
Gunma Bank
Japan
$126M +$29.6M +31% 22
DLHL
4537
Donald L. Hagan LLC
Florida
$126M +$11.1M +10% 90
MI
4538
Moneywise Inc
Virginia
$126M +$1.16M +0.9% 42
FCM
4539
Fortis Capital Management
Washington
$126M +$37.3M +42% 110
CT
4540
Clearstead Trust
Maine
$126M +$7.21M +6% 169
MWA
4541
Moser Wealth Advisors
Washington
$126M +$20.9M +20% 128
HWC
4542
Hill Winds Capital
New York
$126M +$56M +80% 41
NEPPG
4543
New England Professional Planning Group
Rhode Island
$126M -$3.89M -3% 47
NPP
4544
New Potomac Partners
Maryland
$126M +$13.6M +12% 134
KWA
4545
KCS Wealth Advisory
California
$125M +$4.6M +4% 149
SP
4546
Successful Portfolios
Florida
$125M +$11.6M +10% 181
ADBIC
4547
A.D. Beadell Investment Counsel
Wisconsin
$125M +$12M +11% 89
AAM
4548
Ascension Asset Management
New York
$125M 77
KCM
4549
Kempner Capital Management
Texas
$125M -$2.36M -2% 48
BFA
4550
Brendel Financial Advisors
New Hampshire
$125M +$8.94M +8% 84