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
CC
2201
Cadinha & Co
Hawaii
$377M -$332M -47% 131
BFG
2202
Bouchey Financial Group
New York
$377M -$61M -14% 83
BCM
2203
Basso Capital Management
Connecticut
$376M -$68.1M -15% 301
AC
2204
Abbrea Capital
California
$376M -$93.9M -20% 195
WCF
2205
West Coast Financial
California
$376M -$93M -20% 114
IWS
2206
Insight Wealth Strategies
California
$376M -$96.5M -20% 206
LA
2207
LVW Advisors
New York
$376M -$66M -15% 201
TC
2208
Tarsadia Capital
New York
$376M +$135M +56% 37
GAM
2209
Gemmer Asset Management
California
$376M -$61.2M -14% 1,561
MAP
2210
Managed Asset Portfolios
Michigan
$375M -$103M -21% 37
SFO
2211
Stokes Family Office
Louisiana
$375M -$75.3M -17% 129
DSC
2212
Duncker Streett & Co
Missouri
$375M -$102M -21% 571
DW
2213
Domani Wealth
Pennsylvania
$374M +$71.6M +24% 138
KL
2214
KWMG LLC
Kansas
$374M -$81.7M -18% 131
MLIC
2215
Mandatum Life Insurance Company
Finland
$374M -$107M -22% 122
VCM
2216
Violich Capital Management
California
$374M -$84.8M -18% 118
MMC
2217
Mizuho Markets Cayman
Cayman Islands
$374M -$309M -45% 31
TIA
2218
Traphagen Investment Advisors
New Jersey
$373M -$45.8M -11% 133
HCM
2219
Heathbridge Capital Management
Ontario, Canada
$373M -$117M -24% 32
FFW
2220
Fusion Family Wealth
New York
$373M -$61.3M -14% 136
NCM
2221
Nelson Capital Management
California
$372M -$103M -22% 103
CIPU
2222
Caledonia Investments plc (UK)
United Kingdom
$372M -$4.46M -1% 13
ML
2223
McAdam LLC
Pennsylvania
$372M -$42M -10% 118
RC
2224
RBO & Co
California
$372M -$81.9M -18% 42
STA
2225
Summit Trail Advisors
New York
$372M +$199M +115% 155