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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
PFM
3301
Privium Fund Management
Netherlands
$556M +$92.8M +20% 42.3% 410% 63 19.05%
OMC
3302
Overbrook Management Corp
New York
$556M +$19.5M +4% 7.4% 146% 49 16.33%
MSA
3303
Marino Stram & Associates
Massachusetts
$556M +$60.4M +12% 7.13% 63.6% 194 11.86%
SAM
3304
Strategy Asset Managers
California
$556M +$20.3M +4% 7.9% 88.1% 282 26.24%
TAM
3305
Talaria Asset Management
Australia
$556M +$133M +31% 10.6% 14 21.43%
AT
3306
Arlington Trust
Alabama
$556M +$43.3M +8% 7.74% 55.1% 719 21.28%
PFG
3307
PAX Financial Group
Texas
$555M +$31.8M +6% 6.39% 42.5% 245 16.33%
SLWA
3308
San Luis Wealth Advisors
California
$555M +$89.3M +19% 6.87% 58.8% 184 27.17%
WAAG
3309
Wealth Alliance Advisory Group
Kansas
$554M +$29.2M +6% 7.14% 66.9% 195 6.67%
CU
3310
CDAM (UK)
United Kingdom
$554M -$46.9M -8% 8.27% 2.11% 11 0%
SWP
3311
Summit Wealth Partners
Florida
$554M +$29.7M +6% 4.5% 35.5% 220 6.82%
BCM
3312
Bourgeon Capital Management
Connecticut
$554M +$47.3M +9% 9.45% 117% 119 18.49%
KMC
3313
Kirr Marbach & Co
Indiana
$554M +$48.1M +10% 9.36% 135% 59 10.17%
ACM
3314
Arvin Capital Management
Texas
$554M +$65.4M +13% 7.48% 54 59.26%
EIP
3315
Ellis Investment Partners
Pennsylvania
$554M +$39.1M +8% 8.23% 51% 248 8.47%
LFS
3316
Legacy Financial Strategies
Kansas
$554M +$44.1M +9% 6.97% 67.1% 140 12.86%
TC
3317
Truvestments Capital
Florida
$553M +$53.4M +11% 11.3% 86.7% 1,133 19.59%
SP
3318
Saranac Partners
$552M +$364M +193% 3.1% 62.5% 326 53.99%
EL
3319
Essex LLC
Illinois
$552M +$43.7M +9% 10.7% 89.1% 187 12.83%
TI
3320
Trigran Investments
Illinois
$552M -$24.3M -4% 15.1% 11.2% 17 5.88%
HCP
3321
Hiddenite Capital Partners
New York
$551M +$169M +44% 19.7% 363% 45 73.33%
CM
3322
CoreCommodity Management
Connecticut
$551M -$56.5M -9% 18.6% 74.3% 149 21.48%
BMWS
3323
Brady Martz Wealth Solutions
North Dakota
$551M +$33.9M +7% 6.17% 152 5.92%
AA
3324
Aire Advisors
California
$551M +$34.5M +7% 8.82% 60.9% 173 8.09%
SFPM
3325
Sensible Financial Planning & Management
Massachusetts
$551M +$24M +5% 2.92% 24.5% 37 16.22%