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
ABFS
3201
Appropriate Balance Financial Services
Washington
$163M +$7.35M +5% 33
SAM
3202
Sequent Asset Management
Texas
$163M +$7.66M +5% 57
CMO
3203
Covenant Multifamily Offices
Texas
$163M +$58.2M +55% 31
BBPWM
3204
Blue Bell Private Wealth Management
Pennsylvania
$163M -$8.15M -5% 427
PFG
3205
Piershale Financial Group
Illinois
$163M +$31.5M +24% 169
BPI
3206
Battery Partners IX
Massachusetts
$163M -$48.2M -23% 4
WA
3207
Winfield Associates
Ohio
$163M +$3.92M +2% 802
HM
3208
Harvest Management
New York
$163M +$46.6M +40% 96
HT
3209
Hefren-Tillotson
Pennsylvania
$163M +$643K +0.4% 24
VSWA
3210
Vontobel Swiss Wealth Advisors
Switzerland
$163M -$23.8M -13% 80
FU
3211
Fairfield University
Connecticut
$163M +$23.3M +17% 4
SC
3212
Schulhoff & Co
Ohio
$163M +$393K +0.2% 112
MP
3213
Marlowe Partners
New York
$163M +$25.9M +19% 14
BC
3214
Bodenholm Capital
Sweden
$163M 6
BC
3215
Birchview Capital
Vermont
$163M -$8.83M -5% 44
MFS
3216
Monetta Financial Services
Illinois
$162M +$6.35M +4% 81
IAS
3217
IMA Advisory Services
Colorado
$162M -$12.6M -7% 132
RCM
3218
Ratan Capital Management
Florida
$162M +$27M +20% 25
DPI
3219
Diversified Portfolios Inc
Michigan
$162M +$2.12M +1% 52
AC
3220
Ascribe Capital
New York
$162M 1
PFSC
3221
Peoples Financial Services Corp
Pennsylvania
$162M +$1.18M +0.7% 344
YCM
3222
Yost Capital Management
Texas
$162M -$3.66M -2% 15
HPIA
3223
Hamilton Point Investment Advisors
North Carolina
$162M +$2.73M +2% 75
HBWM
3224
Hollow Brook Wealth Management
New York
$162M -$7.32M -4% 56
WIM
3225
Wilen Investment Management
Florida
$162M +$10.9M +7% 67