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
CBN
3151
Cadence Bank NA
Texas
$196M -$75.6M -28% 182
FPCP
3152
Fort Point Capital Partners
California
$196M -$43.7M -18% 122
PFM
3153
Peak Financial Management
Massachusetts
$196M -$38.7M -16% 57
SW
3154
SkyOak Wealth
Michigan
$196M -$127M -39% 334
WAM
3155
Wilsey Asset Management
California
$195M -$80.3M -29% 24
TPM
3156
Totem Point Management
New York
$195M -$39M -17% 17
FIM
3157
Fruth Investment Management
Texas
$195M -$68.4M -26% 212
MFW
3158
Mosaic Family Wealth
Missouri
$195M -$53.2M -21% 159
KC
3159
Kingfisher Capital
North Carolina
$195M -$19.5M -9% 178
HJIM
3160
Henry James International Management
New York
$195M -$62.8M -24% 133
TPA
3161
Trivium Point Advisory
Connecticut
$194M -$62.8M -24% 187
CFD
3162
Creative Financial Designs
Indiana
$194M -$29.3M -13% 683
FTCM
3163
First Trust Capital Management
Illinois
$194M -$122M -38% 63
GDP
3164
Great Diamond Partners
Maine
$194M -$68.7M -26% 695
HWM
3165
Holloway Wealth Management
Florida
$194M -$38.1M -16% 224
SP
3166
StackLine Partners
New York
$194M -$15.3M -7% 14
WC
3167
Westwind Capital
New Mexico
$194M -$12.2M -6% 47
FBT
3168
First Bankers Trust
Kentucky
$194M -$43.8M -18% 125
MCIA
3169
Mountain Capital Investment Advisors
Colorado
$193M -$31.6M -14% 54
PG
3170
Patten Group
Tennessee
$193M -$74.9M -28% 218
SIA
3171
Sovereign Investment Advisors
Arizona
$193M -$27M -12% 21
MWP
3172
Moller Wealth Partners
$193M -$32.6M -14% 50
BCM
3173
Bourgeon Capital Management
Connecticut
$193M -$18.7M -9% 288
GBCP
3174
Glade Brook Capital Partners
Connecticut
$193M -$128M -40% 2
ATFA
3175
All Terrain Financial Advisors
Minnesota
$193M -$52M -21% 145