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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
BPC
3076
Bearing Point Capital
Minnesota
$638M -$1.29M -0.2% 3.04% 188 14.36%
WAM
3077
Wilsey Asset Management
California
$638M -$6.32M -1% 5.76% 55% 30 20%
KCM
3078
Kultura Capital Management
Utah
$638M +$477M +296% 17.5% 83 77.11%
FTC
3079
Farmers Trust Company
Ohio
$637M +$23.8M +4% 1.7% 73.5% 210 10%
PFC
3080
Phocas Financial Corp
California
$637M -$132M -17% 8.64% 124% 170 21.76%
CBT
3081
Central Bank & Trust
Kentucky
$636M -$10.3M -2% 0.43% 110% 185 5.95%
WCM
3082
Woodson Capital Management
Connecticut
$636M -$85.5M -12% 13.8% 195% 40 42.5%
PSP
3083
Pacific Sage Partners
Washington
$636M +$4.59M +0.7% 2.49% 45.8% 125 6.4%
AP
3084
Affinity Partners
Florida
$635M +$4.25M +0.7% 0.67% 1 0%
SIC
3085
SFE Investment Counsel
California
$635M -$18.1M -3% 2.35% 78.2% 154 12.34%
MSWMA
3086
Market Street Wealth Management Advisors
Indiana
$634M -$8.85M -1% 1.26% 39.6% 107 6.54%
ACM
3087
Arini Captial Management
United Kingdom
$634M +$483M +322% 4.71% 8 62.5%
LCM
3088
Lynx1 Capital Management
Puerto Rico
$633M +$139M +28% 17.4% 779% 27 33.33%
SWM
3089
SilverOak Wealth Management
Minnesota
$632M -$5.65M -0.9% 2.55% 124 5.65%
RFA
3090
Rollins Financial Advisors
New York
$632M -$49M -7% 6.25% 162 9.26%
SFS
3091
Security Financial Services
Indiana
$632M -$4.65M -0.7% 1.64% 60.7% 231 20.35%
WA
3092
WFM Asia
British Virgin Islands
$632M -$173M -21% 18.2% 14.1% 8 50%
AMM
3093
American Money Management
California
$632M -$4.36M -0.7% 0.86% 54.1% 173 6.94%
SAM
3094
Secure Asset Management
Michigan
$632M -$7.14M -1% 0.8% 86.5% 388 27.32%
EIM
3095
Essex Investment Management
Massachusetts
$632M -$24.2M -4% 7.95% 272% 333 16.52%
CFS
3096
Commonwealth Financial Services
West Virginia
$632M +$25.4M +4% 0.69% 58.2% 293 24.57%
SWP
3097
Summit Wealth Partners
Florida
$632M +$90.4M +17% 1.1% 35.5% 273 26.37%
WAAG
3098
Wealth Alliance Advisory Group
Kansas
$632M +$47.6M +8% 0.03% 66.9% 210 12.38%
PA
3099
Probity Advisors
Texas
$631M +$6.81M +1% 0.33% 41.2% 239 6.69%
SMH
3100
Sanders Morris Harris
Texas
$631M +$566M +875% 0.71% 83.1% 305 91.15%