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
PC
5576
Pavadi Capital
New York
$104M -$5.87M -5% 25
CWM
5577
Chicago Wealth Management
Illinois
$104M -$7.54M -7% 35
BFA
5578
Brown Financial Advisory
Alabama
$104M +$10.8M +12% 28
DRD
5579
Dennis R. Delaney
$104M 51
SIA
5580
Stegner Investment Associates
Kentucky
$104M +$34K +0% 22
DTC
5581
Davidson Trust Company
Washington
$104M -$8.09M -7% 110
CH
5582
CVS Health
Rhode Island
$104M -$16.5M -14% 7
ETCM
5583
Evolutionary Tree Capital Management
Virginia
$104M +$12.1M +13% 39
LWM
5584
Long Walk Management
Connecticut
$104M +$224K +0.2% 8
AIM
5585
Alerce Investment Management
Illinois
$104M +$50M +93% 7
MF
5586
Montis Financial
Massachusetts
$104M -$3.02M -3% 62
MA
5587
MAS Advisors
Florida
$104M -$6.51M -6% 103
ARS
5588
Adirondack Retirement Specialists
New York
$104M +$5.62M +6% 152
CCP
5589
Carmel Capital Partners
California
$104M -$3.51M -3% 125
LFG
5590
Leverty Financial Group
Wisconsin
$103M -$3.88M -4% 24
WPEP
5591
Walnut Private Equity Partners
Nebraska
$103M -$2.31M -2% 15
PWM
5592
Penobscot Wealth Management
Maine
$103M +$826K +0.8% 62
RTC
5593
Riverview Trust Company
Washington
$103M -$11.4M -10% 932
HBW
5594
Hazlett, Burt & Watson
West Virginia
$103M -$5.87M -5% 666
WFA
5595
Wells Financial Advisors
Massachusetts
$103M -$7.49M -7% 64
BGI
5596
BlueDrive Global Investors
United Kingdom
$103M -$38.2M -27% 7
VI
5597
Visa Inc
California
$103M -$7.49M -7% 4
DAM
5598
Diamant Asset Management
Connecticut
$103M -$8.04M -7% 65
YAVAPFMC
5599
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$103M -$8.55M -8% 57
FAG
5600
Fortitude Advisory Group
Washington
$103M -$4.19M -4% 213