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
TC
3101
Trust Company
Kansas
$219M -$52.2M -19% 367
SWM
3102
Stockman Wealth Management
Montana
$219M +$27K +0% 162
USGIU
3103
U.S. Global Investors (USGI)
Texas
$218M +$58M +36% 171
BPCA
3104
Bank Pictet & Cie (Asia)
Singapore
$218M +$6.74M +3% 104
SC
3105
Saybrook Capital
North Carolina
$218M +$6.66M +3% 51
RCM
3106
Ratan Capital Management
Florida
$218M +$63.2M +41% 39
DW
3107
Domani Wealth
Pennsylvania
$218M -$15.6M -7% 105
KM
3108
Kora Management
New York
$218M -$8.79M -4% 8
SHI
3109
SV Health Investors
Massachusetts
$218M +$84.5M +63% 9
GIM
3110
Greystone Investment Management
Ohio
$218M +$2.64M +1% 51
IIM
3111
Ipswich Investment Management
Massachusetts
$218M -$19.5M -8% 155
VAS
3112
Valicenti Advisory Services
New York
$217M +$5.71M +3% 65
BWM
3113
Brickley Wealth Management
California
$217M +$19.5M +10% 29
CWM
3114
Chesapeake Wealth Management
Virginia
$217M +$258K +0.1% 198
GSBTD
3115
Glenview State Bank Trust Department
Illinois
$217M +$4.28M +2% 101
PCA
3116
Prospect Capital Advisors
California
$217M +$40M +23% 29
CFA
3117
Cahill Financial Advisors
Minnesota
$217M +$7.35M +4% 159
TLIC
3118
Taiyo Life Insurance Company
Japan
$217M +$10M +5% 6
MTIM
3119
Marathon Trading Investment Management
Pennsylvania
$217M +$54.7M +34% 131
PO
3120
Private Ocean
California
$217M +$6.93M +3% 418
KSA
3121
Ken Stern & Associates
California
$217M -$10.4M -5% 134
PFM
3122
Peak Financial Management
Massachusetts
$217M +$6.26M +3% 54
PAS
3123
Partnervest Advisory Services
California
$216M +$7.37M +4% 223
DLG
3124
Daniel L. Goodwin
$216M +$11M +5% 100
MM
3125
Meridian Management
Arkansas
$216M -$685K -0.3% 83