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
ACP
2376
Aviance Capital Partners
Florida
$272M -$15.8M -6% 213
X
2377
Xponance
Pennsylvania
$272M +$8.54M +3% 65
MBTD
2378
Mechanics Bank - Trust Department
California
$271M +$14M +5% 124
TWM
2379
Tanglewood Wealth Management
Texas
$271M -$19.3M -7% 12
CCA
2380
Clearwater Capital Advisors
Illinois
$271M 129
BA
2381
Bristlecone Advisors
Washington
$271M +$18.5M +7% 165
FWP
2382
FAS Wealth Partners
Kansas
$271M +$76.1M +39% 151
CANC
2383
Culbertson A N & Co
Virginia
$270M +$12.8M +5% 83
NTCM
2384
Nine Ten Capital Management
Illinois
$270M +$8.48M +3% 10
OH
2385
Overlook Holdings
British Virgin Islands
$270M +$43.7M +19% 2
MTCM
2386
Mint Tower Capital Management
Netherlands
$269M +$19.6M +8% 16
DWM
2387
Dorchester Wealth Management
Quebec, Canada
$269M +$5.1M +2% 121
PIM
2388
Parker Investment Management
California
$269M +$3.08M +1% 36
PJSIMP
2389
P.J. Schmidt Investment Management (PJS)
Wisconsin
$269M +$14.2M +6% 137
WA
2390
Wintergreen Advisers
New Jersey
$269M -$9.8M -4% 9
JWM
2391
Jackson Wealth Management
Florida
$269M +$9.38M +4% 72
MCM
2392
Monarch Capital Management
Indiana
$269M -$8.89M -3% 102
LIM
2393
Lagoda Investment Management
New York
$268M -$37.3M -12% 30
WP
2394
WealthSource Partners
California
$268M +$23.1M +9% 297
GIA
2395
Gargoyle Investment Advisor
New Jersey
$268M -$28.7M -10% 230
OC
2396
Oakworth Capital
Alabama
$267M +$16.9M +7% 655
CIPU
2397
Caledonia Investments plc (UK)
United Kingdom
$267M -$51.6M -16% 14
FFA
2398
Fragasso Financial Advisors
Pennsylvania
$267M +$12.3M +5% 54
HS
2399
Huntington Steele
Pennsylvania
$267M +$21.5M +9% 62
ARM
2400
Adirondack Research & Management
New York
$267M -$9.37M -3% 119