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
CCT
1851
Chemung Canal Trust
New York
$434M +$149K +0% 133
BRWA
1852
B. Riley Wealth Advisors
Florida
$432M -$61.5M -12% 647
NM
1853
Newtyn Management
New York
$432M +$37.2M +9% 20
MC
1854
Middleton & Co
Massachusetts
$431M -$16.9M -4% 162
SFS
1855
Strategic Financial Services
New York
$430M +$49.4M +13% 98
BCM
1856
BTR Capital Management
California
$430M -$9.8M -2% 173
PHS
1857
Pekin Hardy Strauss
Illinois
$430M -$10M -2% 173
MCTIC
1858
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$430M -$15.9M -4% 94
MAM
1859
Mastrapasqua Asset Management
Tennessee
$428M +$21.1M +5% 153
EK
1860
Evensky & Katz
Florida
$428M +$10.3M +2% 50
ERIM
1861
Eagle Ridge Investment Management
Connecticut
$427M +$10M +2% 136
BI
1862
Bulldog Investors
New Jersey
$427M -$47.4M -10% 113
ZBI
1863
Ziff Brothers Investments
New York
$427M +$66.2M +18% 22
RMCP
1864
Red Mountain Capital Partners
California
$427M +$46.5M +12% 8
GWM
1865
Gupta Wealth Management
California
$427M +$33.4M +8% 1,384
AIP
1866
ARS Investment Partners
New York
$427M +$804K +0.2% 93
MSU
1867
Mizuho Securities USA
New York
$426M -$342M -44% 153
JGUA
1868
John G. Ullman & Associates
New York
$426M -$26.3M -6% 120
HTI
1869
Hikari Tsushin Inc
Japan
$426M +$37.2M +10% 36
MTC
1870
McDaniel Terry & Co
Texas
$425M +$41.4M +11% 50
ERM
1871
Elm Ridge Management
New York
$425M -$18.2M -4% 36
HSA
1872
HBK Sorce Advisory
Pennsylvania
$425M +$41.7M +11% 262
LNWWM
1873
Laird Norton Wetherby Wealth Management
California
$424M +$7.21M +2% 510
PAS
1874
Professional Advisory Services
Florida
$423M +$3.79M +0.9% 60
NC
1875
Nokomis Capital
Texas
$422M +$40.4M +11% 50