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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
FAAM
3351
First Ascent Asset Management
Colorado
$377M +$102M +37% 4.16% 4.15% 24 8.33%
SAM
3352
Synergy Asset Management
Washington
$377M +$43.2M +13% 8.68% 97.3% 139 64.03%
SHJ
3353
Sharkey, Howes & Javer
Colorado
$377M +$57M +18% 6.02% 54.6% 83 14.46%
PWMG
3354
Prestige Wealth Management Group
New Jersey
$377M +$10.9M +3% 5.77% 55.8% 1,065 5.82%
CWP
3355
CFM Wealth Partners
Texas
$377M +$45M +14% 12.4% 152% 179 7.82%
BCB
3356
Brian C. Broderick
$376M +$29M +8% 7.34% 98.6% 81 3.7%
IIC
3357
Ironwood Investment Counsel
Arizona
$376M +$28.1M +8% 6.48% 64% 205 4.39%
BIC
3358
B&I Capital
Switzerland
$376M +$31.9M +9% 11.6% 30.5% 35 22.86%
SIMM
3359
Stillwater Investment Management (Minnesota)
Minnesota
$376M +$28M +8% 7.21% 72.3% 82 3.66%
OAM
3360
Occidental Asset Management
California
$376M +$39.7M +12% 6.02% 82.5% 204 9.31%
MLM
3361
Mount Lucas Management
Pennsylvania
$376M +$36.4M +11% 6.1% 109% 133 33.08%
AC
3362
Adelphi Capital
United Kingdom
$375M -$17.6M -4% 1.46% 2 0%
BI
3363
Bulldog Investors
New Jersey
$375M +$35M +10% 3.69% 22.5% 311 53.7%
WAM
3364
Wilsey Asset Management
California
$375M +$25.3M +7% 6.22% 55% 33 33.33%
SCP
3365
Searchlight Capital Partners
New York
$375M -$81.4M -18% 8.28% 38.5% 10 20%
HIP
3366
HUB Investment Partners
Texas
$374M +$35.4M +10% 5.4% 95.7% 266 37.97%
QFA
3367
Quattro Financial Advisors
Texas
$374M -$66.4M -15% 5.03% 61.8% 98 10.2%
BONH
3368
Bank of New Hampshire
New Hampshire
$374M 6.94% 86.4% 188
NAMM
3369
NorthStar Asset Management (Massachusetts)
Massachusetts
$374M +$56.8M +18% 9.82% 66.3% 90 27.78%
RC
3370
RV Capital
Switzerland
$374M +$61.6M +20% 15% 250% 5 0%
SW
3371
SkyOak Wealth
Michigan
$374M +$14.3M +4% 7.45% 73.4% 252 12.7%
BIA
3372
Barry Investment Advisors
Massachusetts
$374M +$9.95M +3% 3.06% 57.9% 121 6.61%
WFPG
3373
Waller Financial Planning Group
Ohio
$373M +$25.1M +7% 4.33% 40.9% 54 12.96%
PFA
3374
Pettinga Financial Advisors
Indiana
$373M +$30M +9% 6.27% 71.8% 115 16.52%
HCA
3375
Harbour Capital Advisors
Virginia
$372M +$32.7M +10% 9.54% 161% 250 15.6%