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
CFSG
3326
Community Financial Services Group
Vermont
$545M -$1.12M -0.2% 101
BCM
3327
Blume Capital Management
California
$544M +$24.4M +5% 362
ISWM
3328
Independent Solutions Wealth Management
New York
$544M -$18.7M -3% 188
PFM
3329
Privium Fund Management
Netherlands
$543M -$13.1M -2% 65
SIAP
3330
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$543M +$29.1M +6% 219
WAM
3331
Winslow Asset Management
Ohio
$542M +$9.24M +2% 80
FCA
3332
FLC Capital Advisors
California
$542M +$25.4M +5% 221
GRR
3333
Golden Reserve Retirement
Ohio
$542M +$156M +41% 131
SWP
3334
Summit Wealth Partners
Florida
$541M -$12.8M -2% 224
AFA
3335
AA Financial Advisors
Ohio
$541M +$32.1M +6% 218
HCP
3336
Hexagon Capital Partners
Arkansas
$541M +$42.2M +8% 80
PG
3337
Patten Group
Tennessee
$541M +$27M +5% 327
AAS
3338
Asset Allocation Strategies
Michigan
$540M +$35.3M +7% 165
CAM
3339
Cander Asset Management
New York
$540M 43
MAM
3340
Marotta Asset Management
Virginia
$540M +$8.98M +2% 111
PIMC
3341
Praesidium Investment Management Company
New York
$540M +$27.4M +5% 13
PGA
3342
Pilgrim Global Advisors
Nevada
$540M +$24.8M +5% 4
CI
3343
CacheTech Inc
Utah
$540M +$42.9M +9% 239
EMAM
3344
Encompass More Asset Management
California
$540M +$20.2M +4% 287
DWS
3345
Discipline Wealth Solutions
South Carolina
$539M +$160M +42% 177
SCA
3346
Stieven Capital Advisors
Missouri
$539M +$8.93M +2% 42
ICP
3347
Interchange Capital Partners
Pennsylvania
$539M +$28.9M +6% 461
BRIM
3348
Broad Run Investment Management
Virginia
$538M -$72.5M -12% 25
III
3349
Independent Investors Inc
New York
$538M +$18.5M +4% 71
LCM
3350
Liberty Capital Management
Michigan
$537M +$5.7M +1% 182