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
PFM
3176
Peak Financial Management
Massachusetts
$196M -$38.7M -16% 57
SW
3177
SkyOak Wealth
Michigan
$196M -$127M -39% 334
WAM
3178
Wilsey Asset Management
California
$195M -$80.3M -29% 24
TPM
3179
Totem Point Management
New York
$195M -$39M -17% 17
FIM
3180
Fruth Investment Management
Texas
$195M -$68.4M -26% 212
MFW
3181
Mosaic Family Wealth
Missouri
$195M -$53.2M -21% 159
KC
3182
Kingfisher Capital
North Carolina
$195M -$19.5M -9% 178
HJIM
3183
Henry James International Management
New York
$195M -$62.8M -24% 133
TPA
3184
Trivium Point Advisory
Connecticut
$194M -$62.8M -24% 187
CFD
3185
Creative Financial Designs
Indiana
$194M -$29.3M -13% 683
FTCM
3186
First Trust Capital Management
Illinois
$194M -$122M -38% 63
GDP
3187
Great Diamond Partners
Maine
$194M -$68.7M -26% 695
SP
3188
StackLine Partners
New York
$194M -$15.3M -7% 14
WC
3189
Westwind Capital
New Mexico
$194M -$12.2M -6% 47
FBT
3190
First Bankers Trust
Kentucky
$194M -$43.8M -18% 125
MCIA
3191
Mountain Capital Investment Advisors
Colorado
$193M -$31.6M -14% 54
PG
3192
Patten Group
Tennessee
$193M -$74.9M -28% 218
SIA
3193
Sovereign Investment Advisors
Arizona
$193M -$27M -12% 21
MWP
3194
Moller Wealth Partners
$193M -$32.6M -14% 50
BCM
3195
Bourgeon Capital Management
Connecticut
$193M -$18.7M -9% 288
GBCP
3196
Glade Brook Capital Partners
Connecticut
$193M -$128M -40% 2
ATFA
3197
All Terrain Financial Advisors
Minnesota
$193M -$52M -21% 145
1WA
3198
180 Wealth Advisors
Washington
$193M -$58.2M -23% 277
CCM
3199
Cobalt Capital Management
New Jersey
$193M -$86.9M -31% 49
GI
3200
Glovista Investments
New Jersey
$193M -$112M -37% 112