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
SWM
3101
Stockman Wealth Management
Montana
$219M +$27K +0% 162
USGIU
3102
U.S. Global Investors (USGI)
Texas
$218M +$58M +36% 171
BPCA
3103
Bank Pictet & Cie (Asia)
Singapore
$218M +$6.74M +3% 104
SC
3104
Saybrook Capital
North Carolina
$218M +$6.66M +3% 51
RCM
3105
Ratan Capital Management
Florida
$218M +$63.2M +41% 39
DW
3106
Domani Wealth
Pennsylvania
$218M -$15.6M -7% 105
KM
3107
Kora Management
New York
$218M -$8.79M -4% 8
SHI
3108
SV Health Investors
Massachusetts
$218M +$84.5M +63% 9
GIM
3109
Greystone Investment Management
Ohio
$218M +$2.64M +1% 51
IIM
3110
Ipswich Investment Management
Massachusetts
$218M -$19.5M -8% 155
VAS
3111
Valicenti Advisory Services
New York
$217M +$5.71M +3% 65
BWM
3112
Brickley Wealth Management
California
$217M +$19.5M +10% 29
CWM
3113
Chesapeake Wealth Management
Virginia
$217M +$258K +0.1% 198
GSBTD
3114
Glenview State Bank Trust Department
Illinois
$217M +$4.28M +2% 101
PCA
3115
Prospect Capital Advisors
California
$217M +$40M +23% 29
CFA
3116
Cahill Financial Advisors
Minnesota
$217M +$7.35M +4% 159
TLIC
3117
Taiyo Life Insurance Company
Japan
$217M +$10M +5% 6
MTIM
3118
Marathon Trading Investment Management
Pennsylvania
$217M +$54.7M +34% 131
PO
3119
Private Ocean
California
$217M +$6.93M +3% 418
KSA
3120
Ken Stern & Associates
California
$217M -$10.4M -5% 134
PFM
3121
Peak Financial Management
Massachusetts
$217M +$6.26M +3% 54
PAS
3122
Partnervest Advisory Services
California
$216M +$7.37M +4% 223
DLG
3123
Daniel L. Goodwin
$216M +$11M +5% 100
MM
3124
Meridian Management
Arkansas
$216M -$685K -0.3% 83
TAM
3125
Taylor Asset Management
Ontario, Canada
$216M -$17M -7% 31