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
WAM
3051
Wilsey Asset Management
California
$410M +$34.2M +9% 24
WIC
3052
Wilkins Investment Counsel
Massachusetts
$409M +$2.6M +0.6% 79
SF
3053
Susquehanna Foundation
Pennsylvania
$409M -$45.9M -10% 5
PFG
3054
PAX Financial Group
Texas
$409M +$13.3M +3% 188
ODIJL
3055
One Day In July LLC
Vermont
$408M +$22.6M +6% 74
SPIA
3056
Strategic Point Investment Advisors
Rhode Island
$408M -$3.14M -0.8% 30
LFA
3057
Legacy Financial Advisors
Kentucky
$408M +$12.9M +3% 187
MGIA
3058
Matthew Goff Investment Advisor
Texas
$408M +$13.8M +3% 93
LSPW
3059
Lake Street Private Wealth
Illinois
$408M +$14.8M +4% 233
OCA
3060
Octagon Capital Advisors
New York
$406M -$76.7M -16% 37
SONJCPFE
3061
State of New Jersey Common Pension Fund E
New Jersey
$406M -$20M -5% 4
DWM
3062
Dorchester Wealth Management
Quebec, Canada
$406M -$30.7M -7% 161
PAM
3063
Peak Asset Management
Colorado
$406M +$3.31M +0.8% 139
FHCM
3064
Force Hill Capital Management
New York
$405M -$92.5M -19% 55
TB
3065
Terril Brothers
Missouri
$405M -$22.3M -5% 63
ITFISA
3066
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$404M -$37.3M -8% 95
CAM
3067
Cubic Asset Management
Massachusetts
$404M -$1.22M -0.3% 190
GWSG
3068
GPS Wealth Strategies Group
Colorado
$404M +$10.1M +3% 1,092
ISWM
3069
Independent Solutions Wealth Management
New York
$403M -$8.33M -2% 216
BHH
3070
Baker Hughes Holdings
Texas
$403M -$141M -26% 2
HIML
3071
HughesLittle Investment Management Ltd.
$402M -$5.86M -1% 17
III
3072
Independent Investors Inc
New York
$402M -$4.51M -1% 75
FPFS
3073
First Personal Financial Services
North Carolina
$402M +$10.6M +3% 331
1CP
3074
11 Capital Partners
Connecticut
$402M -$37.5M -9% 26
P3I
3075
Progeny 3 Inc
Washington
$402M +$114M +40% 33