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
WFA
5201
Wells Financial Advisors
Massachusetts
$117M 60
PL
5202
Protective Life
Alabama
$117M -$23.3M -17% 16
BCP
5203
Blackhawk Capital Partners
Wisconsin
$117M +$6.5M +6% 101
BCP
5204
Bluegrass Capital Partners
Florida
$117M 14
NCM
5205
Nellore Capital Management
California
$117M 19
AAM
5206
Aware Asset Management
Minnesota
$117M -$35.3M -23% 2
CA
5207
Continental Advisors
Utah
$117M +$18.5M +19% 63
SNBOSCI
5208
Security National Bank of Sioux City Iowa
Iowa
$117M +$9.99M +9% 99
CFP
5209
Curran Financial Partners
South Carolina
$117M 58
PIC
5210
Portland Investment Counsel
Ontario, Canada
$117M +$36.1M +45% 34
AP
5211
Adero Partners
California
$117M -$8.18M -7% 99
HLCM
5212
Hickory Lane Capital Management
New York
$117M 31
RF
5213
RHS Financial
California
$117M +$17.2M +17% 77
GPC
5214
Greenstone Partners & Co
California
$117M 10
BWG
5215
Beta Wealth Group
California
$116M 36
FNBOSM
5216
First National Bank of South Miami
Florida
$116M +$11.4M +11% 318
DTC
5217
Davidson Trust Company
Washington
$116M +$6.36M +6% 125
NMC
5218
Nine Masts Capital
Hong Kong
$116M -$671K -0.6% 37
HWM
5219
HighMark Wealth Management
Minnesota
$116M +$5.39M +5% 502
VCM
5220
Venator Capital Management
Ontario, Canada
$116M +$22.4M +24% 48
TA
5221
TrueWealth Advisors
Alabama
$116M 83
CCM
5222
Ciovacco Capital Management
Georgia
$116M 36
SR
5223
Summer Road
Florida
$116M +$73.6M +172% 1
AP
5224
Atlas Principals
North Carolina
$116M +$2.9M +3% 38
YSP
5225
Yarra Square Partners
New York
$116M 16