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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
PFMU
6526
Privium Fund Management (UK)
United Kingdom
$156M +$26.6M +21% 5.14% 37.1% 21 71.43%
BWM
6527
Base Wealth Management
Florida
$156M +$24.8M +19% 6.06% 59 16.95%
DKCM
6528
Davidson Kahn Capital Management
California
$156M +$26.1M +20% 11.7% 59 10.17%
CC
6529
Climber Capital
Switzerland
$156M +$28.8M +23% 5.45% 66 10.61%
OWA
6530
Oak Wealth Advisors
Illinois
$156M +$20.8M +15% 9.09% 58 12.07%
AIP
6531
Alapocas Investment Partners
Massachusetts
$156M -$7.68M -5% 3.25% 50% 22 9.09%
IOOF
6532
Independent Order of Foresters
Ontario, Canada
$156M +$15M +11% 10.6% 66.3% 2 0%
SL
6533
SFM LLC
New Hampshire
$156M +$19.8M +15% 10.1% 62 16.13%
BCG
6534
BayBridge Capital Group
California
$156M +$16.7M +12% 12.9% 89 2.25%
CIA
6535
Cascade Investment Advisors
Oregon
$156M +$7.75M +5% 10% 71.4% 118 11.02%
SOWBOCOPL
6536
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$156M +$786K +0.5% 0.13% 4.83% 6 0%
CP
6537
Castleview Partners
Texas
$156M +$7.88M +5% 4.49% 54.5% 198 24.24%
TC
6538
Tacita Capital
Ontario, Canada
$156M +$16.7M +12% 9.51% 72.3% 220 7.73%
SWR
6539
Spahn Wealth & Retirement
Arizona
$155M +$19.2M +14% 27.1% 40 32.5%
HIA
6540
Harvest Investment Advisors
Florida
$155M +$17M +12% 10.8% 78.3% 59 15.25%
CWM
6541
Certus Wealth Management
California
$155M +$8.01M +5% 8.87% 57 8.77%
EFIC
6542
Eliot Finkel Investment Counsel
California
$155M +$8.21M +6% 2.3% 88.9% 32 6.25%
GWM
6543
Greenhouse Wealth Management
Connecticut
$155M +$21.4M +16% 10.4% 78.8% 60 16.67%
RLWM
6544
RF&L Wealth Management
Massachusetts
$155M +$15.4M +11% 9.04% 69.9% 60 5%
LA
6545
Lakeside Advisors
Washington
$155M +$4.17M +3% 11.2% 63.2% 63 1.59%
ICM
6546
Islay Capital Management
Texas
$155M +$6.99M +5% 5.9% 66.3% 215 20.93%
SFS
6547
Sharp Financial Services
Pennsylvania
$155M +$24.4M +19% 12.2% 102 24.51%
CGA
6548
Channing Global Advisors
Florida
$155M +$8.02M +5% 14.2% 131% 49 8.16%
SFC
6549
Swisher Financial Concepts
Ohio
$155M +$33.9M +28% 8.19% 97 24.74%
MC
6550
MSD Capital
New York
$155M -$22.8M -13% 10.2% 11.5% 3 0%