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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
NFA
6626
Northwest Financial Advisors
Virginia
$121M -$4.54M -4% 3.55% 574 81.01%
ACM
6627
Ariose Capital Management
Hong Kong
$121M +$3.97M +3% 25.4% 646% 16 62.5%
CCM
6628
Crew Capital Management
Ohio
$121M -$4.35M -3% 0.78% 76.3% 156 23.08%
MA
6629
Marquette Associates
Illinois
$121M -$18.3M -13% 2.28% 44 31.82%
XI
6630
XXEC Inc
Oklahoma
$121M -$11.8M -9% 3.26% 24.2% 22 13.64%
PAP
6631
Persistent Asset Partners
Hong Kong
$121M 1.66% 143
BAWM
6632
Bennett Associates Wealth Management
Pennsylvania
$121M -$1.59M -1% 3.08% 51 21.57%
FCMV
6633
Foresite Capital Management V
California
$120M -$23.7M -16% 7.59% 357% 6 16.67%
PWM
6634
Partnership Wealth Management
Maryland
$120M -$21.5M -15% 3.71% 189 62.96%
CCM
6635
Collar Capital Management
Wisconsin
$120M 16% 75
SR
6636
Summer Road
Florida
$120M -$6.86M -5% 1.92% 101% 29 24.14%
TIAM2
6637
Tru Independence Asset Management 2
Oregon
$120M +$1.37M +1% 0.23% 87 13.79%
OIM
6638
Oder Investment Management
California
$120M +$3.66M +3% 12.4% 88.7% 96 10.42%
AIA
6639
Affinity Investment Advisors
California
$120M -$25.7M -18% 3.47% 120% 151 26.49%
RIA
6640
Richwood Investment Advisors
Ohio
$120M -$983K -0.8% 0.65% 53.9% 104 5.77%
SFG
6641
Synergy Financial Group
California
$120M +$14.6M +14% 12% 126% 104 12.5%
SFSG
6642
Sound Financial Strategies Group
Mississippi
$120M -$4.63M -4% 4.76% 18.2% 102 22.55%
NL
6643
NDWM LLC
California
$120M -$1.68M -1% 2.29% 34 14.71%
SKK
6644
Shepherd Kaplan Krochuk
Massachusetts
$120M -$12.9M -10% 0.64% 29.8% 59 20.34%
SRSA
6645
S.R. Schill & Associates
Washington
$120M -$21.6M -15% 4.14% 36.7% 40 42.5%
BRF
6646
B. Riley Financial
California
$120M -$30.2M -20% 18.4% 741% 20 35%
IC
6647
Immersion Capital
United Kingdom
$120M -$63.8M -35% 4.92% 63.4% 9 22.22%
LA
6648
LPF Advisors
Florida
$120M +$2.65M +2% 1.52% 38 13.16%
RCA
6649
Roberts Capital Advisors
Colorado
$119M +$2.55M +2% 6.46% 89 10.11%
MMRF
6650
Michelson Medical Research Foundation
California
$119M -$22.5M -16% 4.31% 37.3% 29 6.9%