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
WIC
3051
Wilkins Investment Counsel
Massachusetts
$409M +$2.6M +0.6% 79
SF
3052
Susquehanna Foundation
Pennsylvania
$409M -$45.9M -10% 5
PFG
3053
PAX Financial Group
Texas
$409M +$13.3M +3% 188
ODIJL
3054
One Day In July LLC
Vermont
$408M +$22.6M +6% 74
SPIA
3055
Strategic Point Investment Advisors
Rhode Island
$408M -$3.14M -0.8% 30
LFA
3056
Legacy Financial Advisors
Kentucky
$408M +$12.9M +3% 187
MGIA
3057
Matthew Goff Investment Advisor
Texas
$408M +$13.8M +3% 93
LSPW
3058
Lake Street Private Wealth
Illinois
$408M +$14.8M +4% 233
OCA
3059
Octagon Capital Advisors
New York
$406M -$76.7M -16% 37
SONJCPFE
3060
State of New Jersey Common Pension Fund E
New Jersey
$406M -$20M -5% 4
DWM
3061
Dorchester Wealth Management
Quebec, Canada
$406M -$30.7M -7% 161
PAM
3062
Peak Asset Management
Colorado
$406M +$3.31M +0.8% 139
FHCM
3063
Force Hill Capital Management
New York
$405M -$92.5M -19% 55
TB
3064
Terril Brothers
Missouri
$405M -$22.3M -5% 63
ITFISA
3065
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$404M -$37.3M -8% 95
CAM
3066
Cubic Asset Management
Massachusetts
$404M -$1.22M -0.3% 190
GWSG
3067
GPS Wealth Strategies Group
Colorado
$404M +$10.1M +3% 1,092
ISWM
3068
Independent Solutions Wealth Management
New York
$403M -$8.33M -2% 216
BHH
3069
Baker Hughes Holdings
Texas
$403M -$141M -26% 2
III
3070
Independent Investors Inc
New York
$402M -$4.51M -1% 75
FPFS
3071
First Personal Financial Services
North Carolina
$402M +$10.6M +3% 331
1CP
3072
11 Capital Partners
Connecticut
$402M -$37.5M -9% 26
P3I
3073
Progeny 3 Inc
Washington
$402M +$114M +40% 33
TIM
3074
Total Investment Management
Arizona
$401M -$178M -31% 61
RSVP
3075
Ramsay Stattman Vela & Price
Colorado
$401M -$3.16M -0.8% 68