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
FPIS
2926
Financial Planning & Information Services
Wisconsin
$175M +$16.2M +10% 32
ACM
2927
Axel Capital Management
New York
$175M +$11.3M +7% 27
PAM
2928
Pagoda Asset Management
New York
$175M 20
CG
2929
Caprock Group
Idaho
$175M +$33.9M +24% 97
MCWS
2930
McKinley Carter Wealth Services
West Virginia
$175M +$14M +9% 120
IIC
2931
Ironwood Investment Counsel
Arizona
$174M -$10.3M -6% 138
BOS
2932
Bank of Stockton
California
$174M +$10.7M +7% 101
AA
2933
Advisory Alpha
Michigan
$174M +$27.9M +19% 55
VW
2934
Vantage Wealth
California
$174M +$9.99M +6% 26
P
2935
PhaseCapital
New York
$174M +$54.5M +46% 11
CFA
2936
CT Financial Advisors
Pennsylvania
$174M +$14.5M +9% 681
IP
2937
InvenTrust Properties
Illinois
$174M -$3.39M -2% 22
BC
2938
Birchview Capital
Vermont
$174M +$18.3M +12% 46
LWM
2939
LBA Wealth Management
Florida
$174M +$15M +9% 432
SXM
2940
SC XII Management
California
$173M -$82M -32% 3
BPCA
2941
Bank Pictet & Cie (Asia)
Singapore
$173M +$40.4M +31% 57
FWM
2942
Focused Wealth Management
New York
$173M +$20.7M +14% 777
CGL
2943
Clarius Group LLC
Washington
$173M 79
NI
2944
Nepsis Inc
Minnesota
$172M +$4.44M +3% 35
IFA
2945
Interactive Financial Advisors
Illinois
$172M -$4.03M -2% 126
GAAM
2946
Guinness Atkinson Asset Management
California
$172M +$15.3M +10% 72
FC
2947
FCA Corp
Texas
$172M +$89K +0.1% 144
KCM
2948
Karp Capital Management
California
$172M +$25.6M +18% 369
CPA
2949
Capital Planning Advisors
California
$172M +$19.4M +13% 112
FWC
2950
First Washington Corp
Washington
$172M +$5.96M +4% 96