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
DI
3326
Diligent Investors
California
$205M +$3.52M +2% 226
FSA
3327
Financial Sense Advisors
California
$205M -$20.9M -9% 86
WA
3328
Winfield Associates
Ohio
$205M +$11.6M +6% 152
TSWM
3329
Triangle Securities Wealth Management
North Carolina
$205M +$7.68M +4% 159
SCM
3330
Stanley Capital Management
Texas
$205M -$3.2M -2% 35
PCFFS
3331
Pacific Center for Financial Services
California
$204M +$9.2M +5% 353
BWM
3332
Buckley Wealth Management
Nevada
$204M -$9.37M -4% 154
CWM
3333
Confluence Wealth Management
Oregon
$204M -$685K -0.3% 116
RP
3334
RBS Partners
Florida
$204M -$29.2M -13% 4
SC
3335
Schulhoff & Co
Ohio
$204M +$10.1M +5% 112
HC
3336
Hamilton Capital
Ohio
$204M -$85.9M -30% 55
VRM
3337
Vectors Research Management
New York
$204M +$18.5M +10% 504
QCM
3338
Quadrant Capital Management
New Jersey
$203M +$12.8M +7% 86
BWL
3339
Bogart Wealth LLC
Virginia
$203M +$37.8M +23% 397
S
3340
Surevest
California
$203M +$10.7M +6% 135
KLI
3341
Kelman-Lazarov Inc
Tennessee
$203M +$7.83M +4% 99
AJ
3342
Ashburton (Jersey)
Jersey
$203M -$7.67M -4% 111
MGI
3343
MayTech Global Investments
New York
$203M +$3.57M +2% 54
WAS
3344
WESPAC Advisors SoCal
California
$202M +$14.8M +8% 91
PCM
3345
Punch Card Management
Florida
$202M -$7.47M -4% 3
TLP
3346
Trinity Legacy Partners
Texas
$202M +$56.6M +39% 73
CLCM
3347
Center Lake Capital Management
Florida
$202M -$107M -35% 11
GIP
3348
General Industrial Partners
United Kingdom
$202M -$51.2M -20% 7
APG
3349
Abacus Planning Group
South Carolina
$202M +$35.3M +21% 197
AIA
3350
Alera Investment Advisors
Illinois
$202M +$6.67M +3% 77