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
EC
2301
Estate Counselors
Wisconsin
$216M +$18.5M +9% 61
KA
2302
Kerrisdale Advisers
Florida
$215M -$1.43M -0.7% 84
PA
2303
Planning Alternatives
Michigan
$215M +$40.2M +23% 27
DIGDR
2304
Dynamo Internacional Gestao de Recursos
Brazil
$215M +$24.4M +13% 9
RPA
2305
Rock Point Advisors
Vermont
$215M +$18.2M +9% 84
ACM
2306
Archon Capital Management
Washington
$215M -$4.77M -2% 31
PFP
2307
Patriot Financial Partners
Pennsylvania
$215M +$18.5M +9% 13
AAS
2308
Annex Advisory Services
Wisconsin
$215M +$33.5M +18% 104
JWA
2309
JFS Wealth Advisors
Pennsylvania
$214M +$14.8M +7% 135
ACP
2310
Aviance Capital Partners
Florida
$214M +$28.7M +15% 220
RBCM
2311
Raub Brock Capital Management
California
$214M +$19.1M +10% 35
SCM
2312
SkyTop Capital Management
New Jersey
$214M +$26.3M +14% 24
EWA
2313
Exencial Wealth Advisors
Oklahoma
$213M +$11.8M +6% 143
TFA
2314
Toth Financial Advisory
Virginia
$213M +$10.3M +5% 110
LIM
2315
Lathrop Investment Management
Arkansas
$213M +$15.9M +8% 56
SCI
2316
Seneca Capital Investments
New York
$213M -$38.6M -15% 49
BO
2317
BRR OpCo
Ohio
$213M +$4.74M +2% 91
BHTS
2318
Bar Harbor Trust Services
Maine
$213M +$22.2M +12% 86
BWM
2319
Baystate Wealth Management
Massachusetts
$212M +$8.36M +4% 295
RCP
2320
Rothschild Capital Partners
New York
$211M +$32.4M +18% 51
ACM
2321
Ativo Capital Management
Illinois
$211M +$17.7M +9% 219
TI
2322
Trigran Investments
Illinois
$211M +$9.32M +5% 22
HCM
2323
Hilton Capital Management
New York
$210M +$3.73M +2% 94
DBIA
2324
Dumont & Blake Investment Advisors
New Jersey
$210M +$43.8M +26% 158
BWAM
2325
Boyd Watterson Asset Management
Ohio
$210M +$13M +7% 182