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
PIM
3301
Progressive Investment Management
Oregon
$180M -$25.2M -12% 37
RPWA
3302
Regent Peak Wealth Advisors
Georgia
$180M -$39.5M -18% 131
ME
3303
McIlrath & Eck
Washington
$180M -$29M -14% 727
PA
3304
Perennial Advisors
New York
$180M -$28.5M -14% 92
KJHP
3305
K.J. Harrison & Partners
Ontario, Canada
$179M -$219M -55% 213
FPB
3306
First PREMIER Bank
South Dakota
$179M -$34.4M -16% 350
CWM
3307
Confluence Wealth Management
Oregon
$179M -$36.7M -17% 122
SCP
3308
Searchlight Capital Partners
New York
$179M -$97.9M -35% 7
ACM
3309
Aquilo Capital Management
California
$179M +$31.8M +22% 15
PBT
3310
Pictet Bank & Trust
Bahamas
$179M -$85.8M -32% 65
TGM
3311
Tenzing Global Management
California
$179M -$38.2M -18% 31
CYG
3312
Clean Yield Group
Vermont
$179M -$81.9M -31% 419
HCM
3313
Harspring Capital Management
New York
$179M +$24.3M +16% 40
PW
3314
Peninsula Wealth
California
$179M -$37.4M -17% 45
AMM
3315
American Money Management
California
$179M -$35.6M -17% 82
CCM
3316
Crossvault Capital Management
Texas
$179M -$49.6M -22% 79
SCP
3317
SailingStone Capital Partners
Texas
$178M -$255M -59% 17
SCM
3318
Stonebridge Capital Management
California
$178M -$50.1M -22% 111
ZAM
3319
Zeal Asset Management
Hong Kong
$178M -$11.1M -6% 6
EA
3320
Evergreen Advisors
Tennessee
$178M +$1.84M +1% 21
RIS
3321
Retirement Income Solutions
Michigan
$178M -$62.1M -26% 80
HC
3322
Hendley & Co
Ohio
$178M -$49.2M -22% 62
OBWP
3323
O'Brien Wealth Partners
Massachusetts
$178M +$38M +27% 47
FWSM
3324
First Wilshire Securities Management
California
$178M -$88.6M -33% 99
CCM
3325
Canal Capital Management
Virginia
$178M -$20.6M -10% 125