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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
PFG
3101
PAX Financial Group
Texas
$409M +$13.3M +3% 0.4% 42.5% 188 15.43%
ODIJL
3102
One Day In July LLC
Vermont
$408M +$22.6M +6% 1.21% 33.3% 74 10.81%
SPIA
3103
Strategic Point Investment Advisors
Rhode Island
$408M -$3.14M -0.8% 0.51% 51.9% 30 10%
LFA
3104
Legacy Financial Advisors
Kentucky
$408M +$12.9M +3% 0.13% 65.8% 187 9.63%
MGIA
3105
Matthew Goff Investment Advisor
Texas
$408M +$13.8M +3% 0.09% 79.9% 93 6.45%
OCA
3106
Octagon Capital Advisors
New York
$406M -$76.7M -16% 3.85% 2,555% 37 27.03%
SONJCPFE
3107
State of New Jersey Common Pension Fund E
New Jersey
$406M -$20M -5% 1.05% 26.4% 4 75%
DWM
3108
Dorchester Wealth Management
Quebec, Canada
$406M -$30.7M -7% 1.25% 18.3% 161 15.53%
PAM
3109
Peak Asset Management
Colorado
$406M +$3.29M +0.8% 0.29% 58.1% 141 2.84%
EC
3110
EMJ Capital
Ontario, Canada
$406M +$269M +197% 51.4% 51 68.63%
FHCM
3111
Force Hill Capital Management
New York
$405M -$92.5M -19% 2.6% 46.3% 55 58.18%
TB
3112
Terril Brothers
Missouri
$405M -$22.3M -5% 3.52% 94.4% 63 11.11%
ITFISA
3113
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$404M -$37.3M -8% 0.83% 183% 95 17.89%
CAM
3114
Cubic Asset Management
Massachusetts
$404M -$1.22M -0.3% 0.98% 40.5% 190 5.26%
GWSG
3115
GPS Wealth Strategies Group
Colorado
$404M +$10.1M +3% 0.24% 118% 1,092 7.14%
ISWM
3116
Independent Solutions Wealth Management
New York
$404M -$8.34M -2% 0% 111% 216 8.33%
HP
3117
Hartree Partners
New York
$403M -$25.9M -6% 0.32% 163% 210 35.71%
BHH
3118
Baker Hughes Holdings
Texas
$403M -$141M -26% 25.9% 38.6% 2 0%
III
3119
Independent Investors Inc
New York
$402M -$4.51M -1% 0.48% 61.6% 75 4%
FPFS
3120
First Personal Financial Services
North Carolina
$402M +$10.6M +3% 0.59% 31.5% 331 7.25%
P3I
3121
Progeny 3 Inc
Washington
$402M +$114M +40% 0.74% 93.2% 33 30.3%
TIM
3122
Total Investment Management
Arizona
$401M -$178M -31% 1.42% 29.5% 62 12.9%
RSVP
3123
Ramsay Stattman Vela & Price
Colorado
$401M -$3.16M -0.8% 0.51% 54.6% 68 1.47%
UA
3124
Unison Advisors
District of Columbia
$401M -$136M -25% 1.65% 54.6% 185 4.86%
RTM
3125
Rizvi Traverse Management
Florida
$401M -$260M -39% 39.4% 1 0%