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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
3801
Peak Financial Management
Massachusetts
$254M +$14.4M +6% 6.8% 51.8% 73 12.33%
RIM
3802
RW Investment Management
Idaho
$254M 7.65% 81
CIM
3803
CIM Investment Management
Pennsylvania
$254M +$29.1M +13% 8.11% 88.6% 259 17.76%
NC
3804
Nokomis Capital
Texas
$254M +$25.7M +11% 9.93% 204% 67 28.36%
XWM
3805
Xcel Wealth Management
Florida
$254M -$14.6M -5% 9.32% 93.7% 133 13.53%
A
3806
Accenture
Ireland
$254M +$4.21M +2% 1.69% 1 0%
SFG
3807
Sovereign Financial Group
Connecticut
$254M +$7.27M +3% 6.71% 90.7% 230 16.09%
BP
3808
Broadleaf Partners
Ohio
$254M +$13.2M +5% 10.7% 132% 74 9.46%
TOGEPT
3809
Trustees of General Electric Pension Trust
Connecticut
$253M +$13.6M +6% 35.3% 184% 1 0%
FFG
3810
Ford Financial Group
California
$253M +$13.2M +5% 6.56% 47.7% 128 10.16%
WCA
3811
Westover Capital Advisors
Delaware
$253M -$8.6M -3% 7.29% 117% 169 24.85%
HCM
3812
Hudson Capital Management
New Jersey
$253M +$51.8M +26% 8.17% 61.6% 68 17.65%
SCP
3813
Syntal Capital Partners
Texas
$253M +$7.99M +3% 9.65% 102% 104 17.31%
IVMX
3814
Institutional Venture Management XIV
California
$252M -$75.2M -23% 2.08% 18.1% 5 0%
SFG
3815
Summit Financial Group
West Virginia
$252M +$11.6M +5% 9.84% 26.1% 196 4.59%
KDA
3816
Kraft Davis & Associates
Missouri
$252M 6.75% 75% 98
EA
3817
Evergreen Advisors
Tennessee
$252M +$14.4M +6% 7.04% 17 29.41%
OBWP
3818
O'Brien Wealth Partners
Massachusetts
$252M +$14.2M +6% 3.15% 56.7% 65 24.62%
TFGT
3819
TS Financial Group (TSFG)
Illinois
$252M +$38M +18% 7.73% 72.9% 1,054 7.02%
NI
3820
Nextech Invest
Switzerland
$251M -$58.3M -19% 5.76% 631% 14 0%
CIM
3821
Corbyn Investment Management
Maryland
$251M +$16.7M +7% 8.43% 56.1% 80 26.25%
S
3822
SimplyRich
California
$251M +$29.2M +13% 10.2% 71.7% 175 15.43%
SFG
3823
Sunburst Financial Group
Alabama
$251M +$44.7M +22% 6.46% 50.7% 90 11.11%
TLP
3824
Trinity Legacy Partners
Texas
$251M +$17.1M +7% 9.86% 63.3% 85 21.18%
CAN
3825
Claraphi Advisory Network
United States
$251M +$66.4M +36% 7.71% 88.3% 235 51.06%