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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
PSIWM
7151
Paradigm Strategies in Wealth Management
Minnesota
$164M +$16.7M +11% 10.2% 37.9% 65 21.54%
IFA
7152
Interactive Financial Advisors
Illinois
$164M +$11.2M +7% 11% 47.6% 79 7.59%
SC
7153
Simcoe Capital
Washington
$164M +$55M +50% 28.1% 38 23.68%
FLFS
7154
Family Legacy Financial Solutions
North Carolina
$164M +$40.3M +33% 51.6% 67 37.31%
SCA
7155
Sippican Capital Advisors
Massachusetts
$164M +$17.8M +12% 12.9% 90.1% 114 8.77%
BCP
7156
Breakout Capital Partners
New York
$164M -$10M -6% 1.38% 10 40%
CAM
7157
Campion Asset Management
Virginia
$164M +$16.4M +11% 11.9% 70.2% 85 5.88%
PCMNC
7158
Piedmont Capital Management (North Carolina)
North Carolina
$164M +$13.9M +9% 18.5% 134 19.4%
SAFS
7159
S&A Financial Services
Kansas
$164M +$18.2M +13% 11.5% 93 11.83%
MCWA
7160
Meadow Creek Wealth Advisors
Georgia
$164M +$9.26M +6% 15% 153 20.92%
BFM
7161
Broadview Financial Management
Wisconsin
$164M +$17.3M +12% 12.5% 52.4% 43 6.98%
AWM
7162
Apex Wealth Management
New Hampshire
$164M +$18M +12% 13.9% 64 12.5%
HFP
7163
Holistic Financial Partners
Indiana
$164M -$105M -39% 15.2% 95.7% 150 22.67%
AWA
7164
Arbor Wealth Advisors
Michigan
$164M +$21M +15% 13.4% 60 6.67%
AIM
7165
Aurora Investment Managers
Florida
$164M +$27.6M +20% 13.7% 47% 55 50.91%
CC
7166
Climber Capital
Switzerland
$164M +$10.9M +7% 5.83% 72 15.28%
PFW
7167
Petros Family Wealth
Minnesota
$164M +$23.2M +17% 19.1% 146 18.49%
TPM
7168
Totem Point Management
New York
$163M +$85.1M +109% 61% 577% 22 40.91%
WAM
7169
Waterfall Asset Management
New York
$163M -$15.4M -9% 9.72% 22 31.82%
TNAM
7170
Terra Nova Asset Management
New York
$163M +$28.2M +21% 23.6% 158% 98 20.41%
RC
7171
Rexford Capital
Texas
$163M +$23.1M +16% 24.1% 330 13.03%
YMRC
7172
Yorktown Management & Research Company
Virginia
$163M +$43.7M +37% 35.3% 223% 296 43.58%
KFO
7173
Kopp Family Office
Minnesota
$163M +$17.8M +12% 11.2% 34% 30 33.33%
APW
7174
Atlantic Private Wealth
North Carolina
$163M +$10.2M +7% 12.4% 55.7% 329 12.77%
NJIM
7175
Nabity-Jensen Investment Management
Nebraska
$163M +$19M +13% 15.6% 73 8.22%