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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
KAM
5201
Kopion Asset Management
Texas
$144M +$10M +7% 8.44% 67.1% 21 9.52%
SCM
5202
SCW Capital Management
Texas
$144M -$15.6M -10% 10.4% 179% 10 30%
A
5203
Atomvest
Hong Kong
$144M +$32.9M +30% 21.1% 90% 3 33.33%
BA
5204
Ballew Advisors
Mississippi
$144M -$127M -47% 6.09% 62.3% 130 25.38%
ACM
5205
Arrow Capital Management
New York
$144M -$2.2M -2% 14.4% 19 42.11%
CFN
5206
Cordasco Financial Network
Florida
$144M +$6.37M +5% 6.24% 31.1% 586 8.36%
PFMU
5207
Privium Fund Management (UK)
United Kingdom
$144M +$83K +0.1% 11.2% 27.7% 93 67.74%
BWG
5208
Beta Wealth Group
California
$144M +$6.06M +4% 5.63% 45.4% 69 21.74%
WMP
5209
Wealth Management Partners
Arizona
$144M +$9.58M +7% 8.77% 179% 125 15.2%
FWA
5210
FOCUS Wealth Advisors
Texas
$144M +$7.78M +6% 6.15% 63.8% 45 31.11%
OCP
5211
OCO Capital Partners
New York
$143M +$19.3M +16% 20.3% 484% 4 25%
PBF
5212
Petix & Botte Financial
California
$143M +$8.05M +6% 5.59% 36.5% 79 7.59%
PLU
5213
Performa Ltd (US)
South Carolina
$143M +$9.51M +7% 7.6% 46.2% 52 28.85%
AIC
5214
Aurora Investment Counsel
Georgia
$143M +$7.55M +6% 4.06% 23.4% 144 39.58%
GAM
5215
Geier Asset Management
Maryland
$143M +$6.53M +5% 7.79% 89 10.11%
WFWM
5216
Wechter Feldman Wealth Management
New Jersey
$143M +$7.27M +5% 5.53% 53.8% 27 22.22%
JC
5217
Jentner Corp
Ohio
$143M +$14.5M +11% 5.12% 38.9% 32 9.38%
TFA
5218
Trinity Financial Advisors
Ohio
$143M +$13.5M +10% 5.12% 69.5% 54 16.67%
MWM
5219
McNaughton Wealth Management
California
$143M +$12M +9% 4.33% 50.3% 51 3.92%
TC
5220
Trust Company
Kansas
$143M +$3.84M +3% 6.64% 36.5% 343 13.12%
SCM
5221
Solas Capital Management
Connecticut
$143M +$23.6M +20% 16.3% 41.5% 27 25.93%
TFA
5222
TPG Financial Advisors
Oregon
$142M -$963K -0.7% 4.64% 41 12.2%
SIP
5223
Scott Investment Partners
United Kingdom
$142M +$6.34M +5% 3.98% 44% 45 0%
PI
5224
Pachira Investments
California
$142M +$6.36M +5% 3.74% 72.6% 30 23.33%
IWA
5225
IVC Wealth Advisors
Pennsylvania
$142M +$15.3M +12% 7.12% 70.8% 136 11.03%