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
KFA
4951
Kelleher Financial Advisors
New York
$99.2M +$17.2M +21% 104
DTC
4952
Davidson Trust Company
Washington
$99.2M 100
SAM
4953
Stewart Asset Management
New York
$99.1M 44
BOM
4954
Bank of Marin
California
$99M 117
EPWM
4955
Essex Private Wealth Management
Massachusetts
$98.8M 58
FBCM
4956
Fort Baker Capital Management
California
$98.8M +$5.64M +6% 29
CC
4957
Copperleaf Capital
North Carolina
$98.6M 47
WCM
4958
Waterstone Capital Management
Minnesota
$98.6M +$55M +126% 8
SNBOSD
4959
Security National Bank of So Dak
Iowa
$98.5M +$12.6M +15% 84
CCI
4960
Credit Capital Investments
New Jersey
$98.5M +$14.4M +17% 45
EP
4961
EPIQ Partners
Minnesota
$98.5M 64
PHAM
4962
Portland Hill Asset Management
United Kingdom
$98.4M -$26.9M -21% 23
CRIG
4963
Charter Research & Investment Group
Connecticut
$98.4M +$6.04M +7% 80
BCM
4964
Billings Capital Management
Virginia
$98.3M +$4.37M +5% 7
BFP
4965
Briaud Financial Planning
Texas
$98.3M 25
SCC
4966
Steel Canyon Capital
Arizona
$98.2M -$26.9M -21% 25
DFG
4967
DWM Financial Group
Illinois
$98.2M 31
CPI
4968
Crestview Partners II
New York
$98.1M +$27.3M +39% 2
EECFV
4969
EnCap Energy Capital Fund VIII
Texas
$98.1M +$12.5M +15% 2
LM
4970
Lansing Management
New York
$98.1M +$1.14M +1% 9
CWM
4971
Capital Wealth Management
Rhode Island
$98M +$4.45M +5% 38
BIG
4972
Boothe Investment Group
Delaware
$97.9M +$2.92M +3% 26
ACWM
4973
Adams Chetwood Wealth Management
North Carolina
$97.8M 68
UMA
4974
USA Mutuals Advisors
Texas
$97.7M -$9.15M -9% 26
EW
4975
Element Wealth
Mississippi
$97.6M 114