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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
OPOWM
5301
One Plus One Wealth Management
Florida
$145M +$17.1M +13% 7.25% 69.2% 103 27.18%
CAM
5302
Crown Advisors Management
California
$145M +$17.2M +13% 14.6% 284% 44 22.73%
PE
5303
Point72 Europe
United Kingdom
$145M -$13.6M -9% 8.47% 95.4% 43 74.42%
AWA
5304
Acorn Wealth Advisors
Michigan
$145M +$5.27M +4% 5.32% 53.6% 176 13.07%
TMC
5305
Trellus Management Company
Florida
$145M -$48.4M -25% 205% 268% 84 47.62%
PFG
5306
Pacific Financial Group
Washington
$145M +$20.8M +17% 5.93% 61.1% 68 14.71%
PS
5307
Planned Solutions
California
$145M +$16.5M +13% 5.78% 60.8% 68 11.76%
HP
5308
Harvey Partners
New York
$144M -$493K -0.3% 10.8% 174% 41 21.95%
FMTCOCP
5309
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$144M +$11.7M +9% 7.37% 60.9% 335 12.84%
KAM
5310
Kopion Asset Management
Texas
$144M +$10M +7% 8.44% 67.1% 21 9.52%
SCM
5311
SCW Capital Management
Texas
$144M -$15.6M -10% 10.4% 179% 10 30%
A
5312
Atomvest
Hong Kong
$144M +$32.9M +30% 21.1% 90% 3 33.33%
BA
5313
Ballew Advisors
Mississippi
$144M -$127M -47% 6.09% 62.3% 130 25.38%
ACM
5314
Arrow Capital Management
New York
$144M -$2.2M -2% 14.4% 19 42.11%
CFN
5315
Cordasco Financial Network
Florida
$144M +$6.37M +5% 6.24% 31.1% 586 8.36%
PFMU
5316
Privium Fund Management (UK)
United Kingdom
$144M +$83K +0.1% 11.2% 37.1% 93 67.74%
BWG
5317
Beta Wealth Group
California
$144M +$6.06M +4% 5.63% 45.4% 69 21.74%
WMP
5318
Wealth Management Partners
Arizona
$144M +$9.58M +7% 8.77% 179% 125 15.2%
FWA
5319
FOCUS Wealth Advisors
Texas
$144M +$7.78M +6% 6.15% 63.8% 45 31.11%
OCP
5320
OCO Capital Partners
New York
$143M +$19.3M +16% 20.3% 679% 4 25%
PBF
5321
Petix & Botte Financial
California
$143M +$8.05M +6% 5.59% 47.5% 79 7.59%
PLU
5322
Performa Ltd (US)
South Carolina
$143M +$9.51M +7% 7.6% 55.8% 52 28.85%
QGA
5323
Q Global Advisors
Texas
$143M -$251M -64% 3.19% 79% 229 76.42%
AIC
5324
Aurora Investment Counsel
Georgia
$143M +$7.55M +6% 4.06% 31.7% 144 39.58%
GAM
5325
Geier Asset Management
Maryland
$143M +$6.53M +5% 7.79% 89 10.11%