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
5576
Brown Financial Advisory
Alabama
$104M +$10.8M +12% 28
DRD
5577
Dennis R. Delaney
$104M 51
SIA
5578
Stegner Investment Associates
Kentucky
$104M +$34K +0% 22
DTC
5579
Davidson Trust Company
Washington
$104M -$8.09M -7% 110
CH
5580
CVS Health
Rhode Island
$104M -$16.5M -14% 7
ETCM
5581
Evolutionary Tree Capital Management
Virginia
$104M +$12.1M +13% 39
LWM
5582
Long Walk Management
Connecticut
$104M +$224K +0.2% 8
AIM
5583
Alerce Investment Management
Illinois
$104M +$50M +93% 7
MF
5584
Montis Financial
Massachusetts
$104M -$3.02M -3% 62
MA
5585
MAS Advisors
Florida
$104M -$6.51M -6% 103
ARS
5586
Adirondack Retirement Specialists
New York
$104M +$5.62M +6% 152
CCP
5587
Carmel Capital Partners
California
$104M -$3.51M -3% 125
LFG
5588
Leverty Financial Group
Wisconsin
$103M -$3.88M -4% 24
WPEP
5589
Walnut Private Equity Partners
Nebraska
$103M -$2.31M -2% 15
PWM
5590
Penobscot Wealth Management
Maine
$103M +$826K +0.8% 62
RTC
5591
Riverview Trust Company
Washington
$103M -$11.4M -10% 932
HBW
5592
Hazlett, Burt & Watson
West Virginia
$103M -$5.87M -5% 666
WFA
5593
Wells Financial Advisors
Massachusetts
$103M -$7.49M -7% 64
BGI
5594
BlueDrive Global Investors
United Kingdom
$103M -$38.2M -27% 7
VI
5595
Visa Inc
California
$103M -$7.49M -7% 4
DAM
5596
Diamant Asset Management
Connecticut
$103M -$8.04M -7% 65
YAVAPFMC
5597
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$103M -$8.55M -8% 57
FAG
5598
Fortitude Advisory Group
Washington
$103M -$4.19M -4% 213
GWAM
5599
Guardian Wealth Advisors (Minnesota)
Minnesota
$103M -$5.76M -5% 63
OCA
5600
Otter Creek Advisors
Florida
$103M -$8.63M -8% 56