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
KBFS
2451
Kohmann Bosshard Financial Services
Ohio
$581M +$608K +0.1% 191
AOWM
2452
Alpha Omega Wealth Management
Virginia
$580M -$11.9M -2% 207
CA
2453
Crewe Advisors
Utah
$578M -$134M -19% 946
RA
2454
RR Advisors
Texas
$578M +$30.5M +6% 22
AWA
2455
Arete Wealth Advisors
Illinois
$578M -$554M -49% 758
CFFNO
2456
Common Fund For Nonprofit Organizations
Connecticut
$576M -$59.1M -9% 11
DBG
2457
De Burlo Group
Massachusetts
$576M -$25.4M -4% 86
SPC
2458
Stewart & Patten Company
California
$576M -$36.4M -6% 92
NM
2459
NWI Management
New York
$575M +$224M +64% 46
CBT
2460
Central Bank & Trust
Kentucky
$575M -$14.8M -3% 339
KWM
2461
Keebeck Wealth Management
Illinois
$574M -$154M -21% 277
TF
2462
Talbot Financial
Washington
$574M -$14.3M -2% 59
HFM
2463
Harvest Fund Management
China
$573M +$75.6M +15% 743
AIA
2464
Arbor Investment Advisors
North Carolina
$572M +$4.82M +0.8% 109
VNA
2465
Valley National Advisers
Pennsylvania
$572M -$22.6M -4% 1,143
CA
2466
Cornerstone Advisory
Maryland
$572M +$2.39M +0.4% 220
SAM
2467
Stansberry Asset Management
Texas
$571M +$25.3M +5% 116
PDM
2468
Penn Davis McFarland
Texas
$571M +$9.28M +2% 48
DSAM
2469
Dock Street Asset Management
Florida
$571M -$10.2M -2% 45
LP
2470
LGL Partners
Pennsylvania
$570M -$14.6M -2% 102
CCFM
2471
Clear Creek Financial Management
Washington
$570M -$7.18M -1% 348
FMP
2472
Financial Management Professionals
Texas
$569M -$29.1M -5% 1,120
MAM
2473
Montanaro Asset Management
United Kingdom
$568M -$63.9M -10% 45
IVAV
2474
Index Venture Associates VI
Jersey
$568M -$11.6M -2% 3
OCA
2475
Octagon Capital Advisors
New York
$568M -$149M -21% 45