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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
4051
Peak Financial Management
Massachusetts
$315M +$17.8M +6% 5.39% 51.8% 99 17.17%
SA
4052
SRH Advisors
Kansas
$315M +$29M +10% 7.64% 51% 326 14.42%
VP
4053
Vitruvian Partners
United Kingdom
$315M -$78.1M -20% 11.7% 64.3% 9 11.11%
GAG
4054
Goodman Advisory Group
Massachusetts
$315M +$21.8M +7% 8.36% 88.8% 179 19.55%
EAM
4055
EdenTree Asset Management
United Kingdom
$315M -$7.95M -2% 8.35% 50.2% 77 19.48%
ACM
4056
Alight Capital Management
New York
$315M +$783K +0.2% 16.6% 466% 77 53.25%
IGM
4057
Incline Global Management
New York
$315M -$2.18M -0.7% 6.97% 40.1% 25 24%
RAM
4058
Redmond Asset Management
Virginia
$315M +$4.57M +1% 8.49% 61.5% 161 8.07%
DI
4059
DDFG Inc
California
$315M +$19.1M +6% 5.99% 50.9% 80 16.25%
CWM
4060
Centric Wealth Management
Illinois
$315M +$11M +4% 7.97% 44.4% 177 23.73%
DC
4061
DeDora Capital
California
$314M +$29.2M +10% 9.45% 81.7% 112 12.5%
MG
4062
MilWealth Group
Wisconsin
$314M +$11.9M +4% 4.24% 36.8% 65 0%
OHWA
4063
Oak Hill Wealth Advisors
Virginia
$314M +$23M +8% 0% 48% 214 100%
NHFG
4064
New Harbor Financial Group
Massachusetts
$313M +$39.3M +14% 2.38% 80.6% 58 32.76%
SWK
4065
Stephen W. Kidder
$313M +$3.09M +1% 9.36% 94.7% 77 11.69%
FG
4066
Formula Growth
Quebec, Canada
$313M +$926K +0.3% 9.89% 118% 150 40%
GU
4067
Georgetown University
District of Columbia
$313M +$20.4M +7% 9.63% 79.9% 22 13.64%
MDCM
4068
Morgan Dempsey Capital Management
Wisconsin
$313M -$14.1M -4% 6.24% 52.1% 125 14.4%
NCM
4069
Northwest Capital Management
Oregon
$312M +$14.3M +5% 5.86% 57% 561 1.78%
BCCM
4070
Bridge Creek Capital Management
Massachusetts
$312M +$24.3M +8% 8.89% 76.5% 98 1.02%
BWM
4071
Buckley Wealth Management
Nevada
$312M +$23.8M +8% 8.74% 88% 109 11.01%
HA
4072
Hamel Associates
New Jersey
$312M +$28M +10% 5.58% 50.6% 74 10.81%
SRA
4073
Summit Rock Advisors
New York
$312M +$94.9M +44% 16.4% 9 66.67%
BWM
4074
BCS Wealth Management
Tennessee
$312M +$40.1M +15% 5.58% 46.7% 239 9.62%
CMP
4075
Coston McIsaac & Partners
Maine
$311M +$24.2M +8% 6.56% 34.3% 841 4.28%