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
TBA
2301
Tower Bridge Advisors
Pennsylvania
$990M -$11.1M -1% 197
BWM
2302
BCS Wealth Management
Tennessee
$990M +$546M +123% 358
RZH
2303
Relyea Zuckerberg Hanson
Connecticut
$990M +$38.8M +4% 277
SEM
2304
Suncoast Equity Management
Florida
$990M -$12.6M -1% 95
SL
2305
SWF LLC
Nebraska
$989M +$13.2M +1% 10
PTC
2306
Petrus Trust Company
Texas
$989M +$76M +8% 167
SWM
2307
SeaCrest Wealth Management
New York
$988M +$40.3M +4% 680
MGI
2308
MayTech Global Investments
New York
$988M +$29.4M +3% 28
PHS
2309
PFM Health Sciences
California
$988M -$185M -16% 100
RA
2310
Rodgers & Associates
Pennsylvania
$988M +$17.5M +2% 111
SAM
2311
Stansberry Asset Management
Texas
$987M +$31.4M +3% 156
LTAS
2312
Linden Thomas Advisory Services
North Carolina
$987M -$1.56M -0.2% 493
LA
2313
LVW Advisors
New York
$987M +$20.7M +2% 373
CFP
2314
Cascade Financial Partners
California
$987M +$114M +13% 279
TW
2315
TritonPoint Wealth
Maryland
$986M -$180M -15% 360
VCAM
2316
Van Cleef Asset Management
Ohio
$986M +$2.16M +0.2% 120
WP
2317
Warburg Pincus
New York
$984M -$363M -27% 4
WDA
2318
Wendell David Associates
New Hampshire
$984M -$28.7M -3% 151
DG
2319
Discerene Group
Connecticut
$983M -$121M -11% 13
HT
2320
Heritage Trust
Oklahoma
$983M +$39.1M +4% 310
AT
2321
Arlington Trust
Alabama
$981M +$425M +76% 645
HTIM
2322
Harbour Trust & Investment Management
Indiana
$980M +$12.9M +1% 159
PCA
2323
Private Capital Advisors
Connecticut
$979M +$80.9M +9% 87
PCI
2324
Planning Center Inc
Illinois
$979M +$26.6M +3% 77
AHB
2325
Abner Herrman & Brock
New Jersey
$979M +$8.67M +0.9% 122