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
BTWM
4676
Baker Tilly Wealth Management
Wisconsin
$280M +$24.9M +10% 251
ITB
4677
Idaho Trust Bank
Idaho
$280M +$34.5M +14% 112
CCMI
4678
Creative Capital Management Investments
California
$280M +$20.7M +8% 317
SAAM
4679
Solus Alternative Asset Management
New Jersey
$280M -$10.3M -4% 9
AWM
4680
Ameliora Wealth Management
Switzerland
$280M +$13.8M +5% 244
BBWA
4681
Bell & Brown Wealth Advisors
California
$280M +$23.2M +9% 71
YWM
4682
Yukon Wealth Management
Kansas
$280M +$38.7M +16% 122
DC
4683
Dorval Corp
Minnesota
$280M +$31M +12% 41
SSG
4684
Summit Securities Group
New York
$280M +$135M +94% 1,339
DIP
4685
Davis Investment Partners
North Carolina
$279M +$53.4M +24% 167
SBF
4686
Sara-Bay Financial
Florida
$279M +$52.7M +23% 88
CCP
4687
Clarity Capital Partners
California
$279M +$31.7M +13% 128
PWM
4688
Penobscot Wealth Management
Maine
$279M +$41.6M +17% 101
BAM
4689
Bosun Asset Management
Illinois
$279M +$70.7M +34% 220
EWM
4690
Essex Woodlands Management
Texas
$279M -$67.5M -19% 6
BMC
4691
Bear Mountain Capital
Washington
$279M +$20.5M +8% 347
OAM
4692
Oak Asset Management
California
$279M +$6.14M +2% 104
LWM
4693
Luminvest Wealth Management
Arizona
$279M +$36.3M +15% 42
SCP
4694
Stevens Capital Partners
Nebraska
$279M +$66M +31% 86
EPIME
4695
Evelyn Partners Investment Management (Europe)
$279M +$11.4M +4% 189
BI
4696
Berkeley Inc
Idaho
$279M +$65.5M +31% 75
JA
4697
JVL Associates
Michigan
$278M +$30.6M +12% 67
BCIM
4698
Bishop & Co Investment Management
Pennsylvania
$278M +$19.8M +8% 27
YAL
4699
Your Advocates Ltd
Texas
$278M +$17.6M +7% 218
WIP
4700
WealthCare Investment Partners
Rhode Island
$278M +$42.3M +18% 158