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
BFM
2851
Boothbay Fund Management
New York
$178M +$39.1M +28% 721
FPFS
2852
First Personal Financial Services
North Carolina
$178M +$11.1M +7% 557
ZC
2853
Zelman Capital
Ohio
$178M +$1.38M +0.8% 30
AC
2854
Adelphi Capital
United Kingdom
$177M -$5.17M -3% 2
USGIU
2855
U.S. Global Investors (USGI)
Texas
$177M +$1.51M +0.9% 350
CCM
2856
Compton Capital Management
Rhode Island
$177M -$101M -36% 141
MIM
2857
Montgomery Investment Management
Maryland
$177M +$7.44M +4% 86
CCM
2858
CrestPoint Capital Management
Missouri
$177M +$2.6M +1% 205
CWM
2859
Cranbrook Wealth Management
Michigan
$177M +$2.79M +2% 240
SCM
2860
Salem Capital Management
Massachusetts
$177M +$6.36M +4% 69
PA
2861
Paracle Advisors
Washington
$177M +$7.6M +4% 40
WIP
2862
Wayzata Investment Partners
Minnesota
$176M -$68.7M -28% 2
MC
2863
Mathes Company
New York
$176M +$24.6M +16% 137
SCM
2864
Stonehill Capital Management
New York
$176M -$94.9M -35% 12
BW
2865
Bison Wealth
Georgia
$175M +$23.4M +15% 259
FPIS
2866
Financial Planning & Information Services
Wisconsin
$175M +$16.2M +10% 32
ACM
2867
Axel Capital Management
New York
$175M +$11.3M +7% 27
CG
2868
Caprock Group
Idaho
$175M +$33.9M +24% 97
MCWS
2869
McKinley Carter Wealth Services
West Virginia
$175M +$14M +9% 120
IIC
2870
Ironwood Investment Counsel
Arizona
$174M -$10.3M -6% 138
BOS
2871
Bank of Stockton
California
$174M +$10.7M +7% 101
AA
2872
Advisory Alpha
Michigan
$174M +$27.9M +19% 55
VW
2873
Vantage Wealth
California
$174M +$9.99M +6% 26
P
2874
PhaseCapital
New York
$174M +$54.5M +46% 11
CFA
2875
CT Financial Advisors
Pennsylvania
$174M +$14.5M +9% 681