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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
SPL
8251
Smart Portfolios LLC
Washington
$100M -$3.25M -3% 1.04% 41.3% 108 13.89%
RTC
8252
Real Talk Capital
Tennessee
$100M +$7.36M +8% 1.35% 104 25.96%
AA
8253
AlphaCentric Advisors
Puerto Rico
$100M 8.22% 249
BF
8254
Benchmark Financial
Delaware
$100M 0.66% 48
JF
8255
JMN Financial
Ohio
$100M 5.34% 193
PFA
8256
Providence Financial Advisors
Kansas
$100M -$4.57M -4% 3.89% 57 21.05%
TPM
8257
Totem Point Management
New York
$100M -$11.9M -11% 7.47% 577% 19 47.37%
JMA
8258
J.M. Arbour
Maine
$100M 1.81% 112
MBC
8259
Michael Brady & Co
Ohio
$100M 1.78% 53
FA
8260
Fullerton Advisors
California
$100M 1.67% 54
PRAG
8261
Portfolio Resources Advisor Group
Florida
$100M 2.09% 143
JTF
8262
J. Team Financial
Texas
$100M +$1.5M +2% 1.19% 96 21.88%
XI
8263
XXEC Inc
Oklahoma
$100M -$18.5M -16% 0.38% 19.3% 25 24%
MWC
8264
MKD Wealth Coaches
Michigan
$100M -$359K -0.4% 2.03% 27 3.7%
SPC
8265
Square Peg Capital
Australia
$100M -$10.6M -10% 9.16% 9 22.22%
YAIA
8266
Yanni & Associates Investment Advisors
Pennsylvania
$100M 2.1% 36
TFP
8267
Townsend Financial Planning
Kentucky
$99.9M 0.98% 26
UIM
8268
Unified Investment Management
Georgia
$99.8M -$366K -0.4% 1.14% 142 7.75%
E
8269
Entelevest
Florida
$99.8M 2.59% 143
MMRF
8270
Michelson Medical Research Foundation
California
$99.8M -$15.2M -13% 2.88% 52.2% 22 18.18%
SRM
8271
Shelter Rock Management
New York
$99.6M 1.17% 42
BDPWM
8272
Barnes Dennig Private Wealth Management
Ohio
$99.6M +$6.51M +7% 9.69% 350 25.71%
PBK
8273
Peoples Bank (Kansas)
Kansas
$99.5M -$1.21M -1% 2.6% 63.3% 102 8.82%
SSCM
8274
Seven Six Capital Management
New York
$99.4M -$2.07M -2% 2.6% 28 17.86%
BV
8275
Boxwood Ventures
Illinois
$99.4M +$9.55M +11% 3.59% 88% 34 8.82%