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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
3626
Peak Financial Management
Massachusetts
$260M -$38.4M -13% 77
CAM
3627
Covenant Asset Management
New Jersey
$260M -$72.5M -22% 142
SWM
3628
Scissortail Wealth Management
Oklahoma
$260M +$56.4M +28% 147
RWM
3629
Rezny Wealth Management
Florida
$260M -$47.7M -16% 20
CCM
3630
Cutler Capital Management
Massachusetts
$259M -$22M -8% 125
SFG
3631
Summit Financial Group
West Virginia
$259M -$36.3M -12% 216
FFG
3632
Frisch Financial Group
New York
$259M -$52.5M -17% 147
SAM
3633
Smithbridge Asset Management
Pennsylvania
$259M -$43M -14% 105
LBA
3634
Lowell Blake & Associates
Massachusetts
$259M -$6.39M -2% 58
4WM
3635
44 Wealth Management
Oregon
$259M -$18.6M -7% 185
MKC
3636
M. Kraus & Co
Vermont
$259M -$38.5M -13% 72
OPA
3637
Old Port Advisors
Maine
$259M -$35.3M -12% 232
MM
3638
Meridian Management
Arkansas
$258M -$56.9M -18% 86
CFS
3639
Cannon Financial Strategists
Georgia
$258M -$18.3M -7% 76
HLA
3640
Hamilton Lane Advisors
Pennsylvania
$258M -$189M -42% 85
SWK
3641
Stephen W. Kidder
$258M -$51.3M -17% 75
LRWA
3642
Long Run Wealth Advisors
New York
$258M -$28M -10% 97
MF
3643
Manchester Financial
California
$258M -$19.5M -7% 119
PCM
3644
Princeton Capital Management
New Jersey
$258M -$64M -20% 112
ECM
3645
Elgethun Capital Management
South Dakota
$258M -$37.2M -13% 118
MMPW
3646
Mitchell McLeod Pugh & Williams
Alabama
$258M -$40.4M -14% 234
VT
3647
Vise Technologies
New York
$258M -$8.45M -3% 329
CM
3648
Cartica Management
District of Columbia
$258M -$91.1M -26% 16
MA
3649
MONECO Advisors
Connecticut
$258M -$14.6M -5% 273
NL
3650
NVWM LLC
Pennsylvania
$257M -$58.1M -18% 599