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
OWM
3101
Opes Wealth Management
California
$495M +$7.74M +2% 149
SAM
3102
Secure Asset Management
Michigan
$495M -$164M -25% 357
DIM
3103
Delta Investment Management
California
$495M -$18.2M -4% 277
DCA
3104
DSG Capital Advisors
Minnesota
$495M -$56.9M -10% 126
PCP
3105
Polunin Capital Partners
United Kingdom
$495M +$90.6M +22% 29
CH
3106
Canton Hathaway
Rhode Island
$495M +$94.7M +24% 292
KBG
3107
Kahn Brothers Group
New York
$494M +$34.1M +7% 58
WCFA
3108
Walkner Condon Financial Advisors
Wisconsin
$494M +$2.27M +0.5% 303
EAMA
3109
EFG Asset Management (Americas)
Florida
$494M -$20.3M -4% 137
SOAMC
3110
Spirit of America Management Corp
New York
$494M +$144K +0% 323
BL
3111
BWCP LP
Texas
$493M +$28.7M +6% 32
SHIM
3112
Stone House Investment Management
Pennsylvania
$493M +$99.8M +25% 438
EWM
3113
Edge Wealth Management
New York
$493M -$862K -0.2% 85
SWP
3114
Summit Wealth Partners
Florida
$493M +$6.04M +1% 215
CWS
3115
Cypress Wealth Services
California
$493M -$4.96M -1% 296
FPF
3116
First Pacific Financial
Washington
$493M +$63M +15% 554
KI
3117
Kapitalo Investimentos
Brazil
$493M +$343M +230% 333
PCS
3118
Personal CFO Solutions
New Jersey
$493M -$15.7M -3% 500
FCA
3119
Fortis Capital Advisors
Kansas
$493M +$200M +68% 300
M
3120
MATAURO
New York
$492M +$30.4M +7% 139
CAM
3121
Columbia Asset Management
Michigan
$492M -$30.8M -6% 208
EGP
3122
Entrust Global Partners
New York
$492M +$365M +288% 5
HEIP
3123
Hudson Edge Investment Partners
New Jersey
$492M -$50.5M -9% 192
BEW
3124
Burton Enright Welch
California
$492M +$15.5M +3% 107
TWM
3125
Topsail Wealth Management
North Carolina
$492M +$23.5M +5% 232