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
BFA
5251
BMS Financial Advisors
South Dakota
$145M -$6.16M -4% 121
WI
5252
WJ Interests
Texas
$145M +$24.1M +20% 71
ONST
5253
Old North State Trust
North Carolina
$144M -$7.67M -5% 473
QCIG
5254
Quad-Cities Investment Group
Iowa
$144M +$8.65M +6% 182
WHAM
5255
Windmill Hill Asset Management
United Kingdom
$144M -$11.1M -7% 34
KWM
5256
KFG Wealth Management
Indiana
$144M +$46.8M +48% 101
LIM
5257
Loudon Investment Management
New Hampshire
$144M +$5.84M +4% 94
MPCG
5258
Matrix Private Capital Group
New York
$144M -$9.03M -6% 210
FNBSF
5259
First National Bank Sioux Falls
South Dakota
$144M +$6.29M +5% 116
WF
5260
Warner Financial
Maryland
$144M +$13.1M +10% 94
CC
5261
Corton Capital
Ontario, Canada
$144M +$22.7M +19% 403
ADMI
5262
Albert D. Mason Inc
Massachusetts
$144M +$4.08M +3% 162
NPP
5263
New Potomac Partners
Maryland
$144M +$9.19M +7% 73
BWM
5264
Boyd Wealth Management
California
$144M +$7.86M +6% 45
AFA
5265
Alpha Financial Advisors
North Carolina
$144M +$28.9M +25% 50
HAM
5266
Hanwha Asset Management
South Korea
$144M -$10M -7% 1
DWM
5267
Denver Wealth Management
Colorado
$144M +$10.1M +8% 86
PM
5268
Pharo Management
New York
$144M +$11.8M +9% 7
BCM
5269
Beaumont Capital Management
Massachusetts
$144M +$1.97M +1% 55
CCM
5270
Chiron Capital Management
Florida
$144M +$57.4K +0% 134
MLA
5271
MB, Levis & Associates
Pennsylvania
$144M +$15.9M +12% 284
CIG
5272
Cairn Investment Group
Washington
$144M +$9.33M +7% 74
RMSCM
5273
R.M. Sincerbeaux Capital Management
New York
$144M +$2.97M +2% 43
JPLA
5274
Joseph P. Lucia & Associates
New York
$144M +$10M +8% 121
PBT
5275
Pictet Bank & Trust
Bahamas
$144M +$58.1M +68% 51