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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
PF
5776
Prosperitas Financial
California
$129M 2.2% 107% 67
QM
5777
QVIDTVM Management
Texas
$129M -$33.7M -21% 7.76% 19.5% 15 46.67%
SCP
5778
Syntal Capital Partners
Texas
$129M -$121M -48% 10.8% 102% 125 27.2%
ARS
5779
Adirondack Retirement Specialists
New York
$129M +$1.16M +0.9% 1.8% 13.1% 152 84.21%
WFA
5780
Wells Financial Advisors
Massachusetts
$129M -$3.81M -3% 3.09% 54% 65 0%
BCCM
5781
Blue Creek Capital Management
Hong Kong
$129M +$7.24M +6% 21.6% 5 0%
OIS
5782
Okabena Investment Services
Minnesota
$129M -$8.07M -6% 4.05% 72.4% 159 39.62%
CHA
5783
Cooper/Haims Advisors
New York
$129M -$1.81M -1% 3.63% 53.1% 80 10%
LWP
5784
Laurel Wealth Planning
Minnesota
$128M -$11.6M -8% 4.03% 53.1% 54 5.56%
CNFG
5785
Creegan & Nassoura Financial Group
New Hampshire
$128M -$6.98M -5% 3.33% 52.6% 77 3.9%
AC
5786
Addison Capital
Pennsylvania
$128M -$11.8M -8% 4.46% 59.7% 108 6.48%
ONST
5787
Old North State Trust
North Carolina
$128M -$6.98M -5% 2.75% 150 5.33%
AWS
5788
Aspen Wealth Strategies
Colorado
$128M -$3.46M -3% 2.58% 65.8% 82 17.07%
SNBOSCI
5789
Security National Bank of Sioux City Iowa
Iowa
$128M -$4.41M -3% 1.92% 52.4% 95 5.26%
AWMNH
5790
Arcadia Wealth Management (New Hampshire)
New Hampshire
$128M -$7.36M -5% 3.62% 50.2% 55 14.55%
KDIA
5791
KPCB DGF II Associates
California
$128M +$127M +10,066% 17.5% 2.08% 3 100%
MCM
5792
Mork Capital Management
California
$128M -$2.18M -2% 1.58% 61.9% 119 4.2%
BC
5793
Barnett & Company
Tennessee
$128M -$6.54M -5% 0.6% 65.9% 85 18.82%
AFA
5794
Atlas Financial Advisors
California
$128M +$56.9M +80% 6.2% 5.34% 45 40%
TC
5795
Tacita Capital
Ontario, Canada
$128M -$8.32M -6% 4.86% 72.3% 198 6.06%
IRM
5796
Income Research & Management
Massachusetts
$128M -$33.1M -21% 0% 0.7% 16 37.5%
PFMU
5797
Privium Fund Management (UK)
United Kingdom
$128M +$793K +0.6% 1.52% 37.1% 95 46.32%
PPG
5798
Peak Planning Group
Colorado
$128M -$6.87M -5% 2.35% 105% 78 7.69%
KHC
5799
Koesten Hirschmann & Crabtree
Kansas
$128M -$4.51M -3% 3.9% 62.6% 184 11.96%
HIP
5800
HPS Investment Partners
New York
$127M -$15.3M -11% 23.1% 55.9% 8 37.5%