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
PAS
3076
Partnervest Advisory Services
California
$273M -$6.52M -2% 277
SWK
3077
Stephen W. Kidder
$272M +$17.9M +7% 72
WWM
3078
Windsor Wealth Management
Indiana
$272M +$42.3M +18% 189
CBN
3079
Cadence Bank NA
Texas
$272M +$16.4M +6% 183
FBC
3080
Fairfield, Bush & Co
Connecticut
$272M -$17.6M -6% 155
OCM
3081
Oakview Capital Management
Texas
$272M -$20.6M -7% 15
MCM
3082
McRae Capital Management
New Jersey
$271M +$14.9M +6% 101
CWP
3083
CFM Wealth Partners
Texas
$271M 491
KBFS
3084
Kohmann Bosshard Financial Services
Ohio
$271M +$16.8M +7% 117
ACM
3085
Alpha Capital Management
Texas
$271M +$847K +0.3% 109
TC
3086
Tavio Capital
New York
$271M +$82.1M +43% 13
DS
3087
Dalal Street
Texas
$271M +$9.95M +4% 3
UAM
3088
UAS Asset Management
New York
$271M +$19.8M +8% 42
LKIM
3089
Lawson Kroeker Investment Management
Nebraska
$271M +$7.86M +3% 62
NB
3090
Nicolet Bankshares
Wisconsin
$270M +$20.6M +8% 187
AWM
3091
Affinity Wealth Management
Delaware
$270M +$21.3M +9% 111
KCPG
3092
Kavar Capital Partners Group
Kansas
$270M +$13.9M +5% 141
MGIA
3093
Matthew Goff Investment Advisor
Texas
$270M +$27.9M +12% 60
FSA
3094
Financial Sense Advisors
California
$270M +$64.9M +32% 91
IAS
3095
IMA Advisory Services
Colorado
$269M +$4.68M +2% 292
MFS
3096
McNamara Financial Services
Massachusetts
$269M +$22.9M +9% 42
EGA
3097
E&G Advisors
Texas
$269M +$19.7M +8% 189
SXL
3098
Summit X LLC
Missouri
$269M +$19.6M +8% 241
VW
3099
Vantage Wealth
California
$269M +$24M +10% 36
PRC
3100
Pearl River Capital
Michigan
$269M +$234M +669% 745