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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
SFS
3451
Summit Financial Strategies
Ohio
$128M +$4.11M +3% 0.11% 57.8% 45 11.11%
GL
3452
Globe Life
Texas
$128M -$534K -0.4% 0.41% 60.1% 27 14.81%
PIMJS
3453
PKO Investment Management Joint-Stock
Poland
$128M +$11.8M +10% 1.37% 125% 51 13.73%
AWM
3454
Avior Wealth Management
Nebraska
$128M -$1.38M -1% 2.07% 66% 412 14.56%
RTS
3455
Round Table Services
New Jersey
$128M +$1.19M +0.9% 0.59% 16.1% 82 13.41%
TCM
3456
Tieton Capital Management
Washington
$128M -$5.24M -4% 0.41% 172% 31 16.13%
DM
3457
DST Managers
Cayman Islands
$128M -$2.08B -94% 20.4% 4 25%
PC
3458
Palo Capital
California
$128M +$5.07M +4% 1.8% 34.6% 144 29.17%
LC
3459
Lightyear Capital
New York
$128M +$9.69M +8% 8.59% 3 0%
FIM
3460
Fernwood Investment Management
Massachusetts
$127M +$5.73M +5% 3.18% 83.4% 120 10.83%
CFN
3461
Cordasco Financial Network
Florida
$127M -$12.9M -9% 2.15% 31.1% 322 16.15%
FA
3462
FCG Advisors
New Jersey
$127M -$67.7M -35% 0.34% 19.7% 103 27.18%
BLAM
3463
Bourne Lent Asset Management
New York
$127M -$4.96M -4% 0.29% 76.1% 60 16.67%
SPIO
3464
Seven Post Investment Office
California
$127M +$4.83M +4% 1.4% 52.6% 8 0%
RAM
3465
RK Asset Management
Michigan
$127M -$1.72M -1% 0.76% 47.6% 16 18.75%
VWM
3466
Vector Wealth Management
Minnesota
$127M +$3.58M +3% 1.93% 2.13% 77 5.19%
QAM
3467
Quantres Asset Management
Cayman Islands
$127M +$26.6M +27% 5.33% 11% 235 86.81%
OP
3468
Osmium Partners
California
$126M +$5.36M +4% 6.15% 28.4% 23 13.04%
GPSPJS
3469
General Pension Society PZU Joint Stock
Poland
$126M -$2.36M -2% 1.43% 116% 14 0%
OPPM
3470
Opus Point Partners Management
New York
$126M +$6.95M +6% 7.52% 85.2% 74 35.14%
MCA
3471
Metropolitan Capital Advisors
New York
$126M +$11.5M +10% 4.41% 51 25.49%
WCA
3472
Westover Capital Advisors
Delaware
$126M +$2.04M +2% 0.53% 133% 103 26.21%
BRWM
3473
B. Riley Wealth Management
Tennessee
$126M -$7.22M -5% 0.36% 32.4% 1,154 17.24%
PWS
3474
Peloton Wealth Strategists
Indiana
$126M -$3.33M -3% 0.68% 51.3% 78 12.82%
TIC
3475
Trees Investment Counsel
Illinois
$126M +$1.82M +1% 0.33% 55 3.64%