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
BRWA
1851
B. Riley Wealth Advisors
Florida
$432M -$61.5M -12% 647
NM
1852
Newtyn Management
New York
$432M +$37.2M +9% 20
MC
1853
Middleton & Co
Massachusetts
$431M -$16.9M -4% 162
SFS
1854
Strategic Financial Services
New York
$430M +$49.4M +13% 98
BCM
1855
BTR Capital Management
California
$430M -$9.8M -2% 173
PHS
1856
Pekin Hardy Strauss
Illinois
$430M -$10M -2% 173
MCTIC
1857
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$430M -$15.9M -4% 94
MAM
1858
Mastrapasqua Asset Management
Tennessee
$428M +$21.1M +5% 153
EK
1859
Evensky & Katz
Florida
$428M +$10.3M +2% 50
ERIM
1860
Eagle Ridge Investment Management
Connecticut
$427M +$10M +2% 136
BI
1861
Bulldog Investors
New Jersey
$427M -$47.4M -10% 113
ZBI
1862
Ziff Brothers Investments
New York
$427M +$66.2M +18% 22
RMCP
1863
Red Mountain Capital Partners
California
$427M +$46.5M +12% 8
GWM
1864
Gupta Wealth Management
California
$427M +$33.4M +8% 1,384
AIP
1865
ARS Investment Partners
New York
$427M +$804K +0.2% 93
MSU
1866
Mizuho Securities USA
New York
$426M -$342M -44% 153
JGUA
1867
John G. Ullman & Associates
New York
$426M -$26.3M -6% 120
HTI
1868
Hikari Tsushin Inc
Japan
$426M +$37.2M +10% 36
MTC
1869
McDaniel Terry & Co
Texas
$425M +$41.4M +11% 50
ERM
1870
Elm Ridge Management
New York
$425M -$18.2M -4% 36
HSA
1871
HBK Sorce Advisory
Pennsylvania
$425M +$41.7M +11% 262
LNWWM
1872
Laird Norton Wetherby Wealth Management
California
$424M +$7.21M +2% 510
PAS
1873
Professional Advisory Services
Florida
$423M +$3.79M +0.9% 60
NC
1874
Nokomis Capital
Texas
$422M +$40.4M +11% 50
AAM
1875
Auxier Asset Management
Oregon
$422M -$18.9M -4% 149