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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
BC
3551
Bodenholm Capital
Sweden
$164M -$41.9M -20% 2.9% 86% 8 62.5%
LJHT
3552
Laurie J. Hall Trustee
$164M -$11.4M -6% 1.44% 96% 364 4.67%
PCFFS
3553
Pacific Center for Financial Services
California
$164M +$753K +0.5% 1.28% 43.4% 327 4.28%
SFC
3554
SYM Financial Corp
Indiana
$164M -$56.7M -26% 6.28% 43.3% 83 39.76%
RIS
3555
Retirement Income Solutions
Michigan
$164M -$6.57M -4% 0.98% 53.7% 79 25.32%
WA
3556
WESPAC Advisors
California
$164M +$56M +52% 0.92% 84.5% 173 47.4%
GAAM
3557
Guinness Atkinson Asset Management
California
$164M +$331K +0.2% 1.93% 97% 64 12.5%
CSA
3558
Cottage Street Advisors
Massachusetts
$164M -$4.65M -3% 0.81% 91.4% 94 11.7%
SFPIA
3559
Stevens First Principles Investment Advisors
California
$164M -$22.2M -12% 1.07% 44% 201 24.88%
CA
3560
Cumberland Advisors
Florida
$163M -$17.5M -10% 0.59% 73.5% 45 15.56%
KC
3561
Kellner Capital
New York
$163M +$37.2M +29% 10.4% 390% 38 57.89%
MBA
3562
McQueen Ball & Associates
Pennsylvania
$163M -$3.57M -2% 1.87% 53.6% 115 14.78%
ACM
3563
Athyrium Capital Management
New York
$163M -$5.75M -3% 0.12% 25.1% 4 0%
LPIC
3564
LeJeune Puetz Investment Counsel
Michigan
$163M -$316K -0.2% 1.57% 64.1% 154 5.84%
GL
3565
Globe Life
Texas
$163M -$1.37M -0.8% 1.31% 53.2% 1 0%
SIAP
3566
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$163M +$1.51M +0.9% 0.24% 86.9% 395 14.94%
USGIU
3567
U.S. Global Investors (USGI)
Texas
$163M -$56.7M -26% 0.92% 101% 148 43.24%
PEA
3568
Pacific Edge Advisors
California
$163M +$21.4M +15% 0.93% 31.3% 41 43.9%
VP
3569
venBio Partners
California
$162M +$61.5M +61% 16.8% 648% 4 25%
HPWM
3570
Highland Private Wealth Management
Washington
$162M -$87M -35% 0.79% 19% 171 85.96%
PAG
3571
Private Advisory Group
Washington
$162M -$23.4M -13% 0.79% 134% 151 51.66%
HRC
3572
Hoertkorn Richard Charles
$162M -$6.44M -4% 2.16% 172% 92 3.26%
BDWM
3573
Brewin Dolphin Wealth Management
Ireland
$162M +$4.92M +3% 1.42% 47.8% 181 10.5%
GWS
3574
Glassman Wealth Services
Virginia
$162M -$2.54M -2% 5.31% 56.4% 1,055 28.15%
OLA
3575
Oliver Luxxe Assets
New Jersey
$162M -$2.79M -2% 2.51% 141% 104 33.65%