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
B
3401
Bellecapital
Switzerland
$213M +$56.9M +36% 179
PFM
3402
Peak Financial Management
Massachusetts
$213M +$17.2M +9% 56
CWM
3403
Concentric Wealth Management
California
$213M +$32.5M +18% 121
ECA
3404
Elevated Capital Advisors
Utah
$213M 153
AHC
3405
Anderson Hoagland & Co
Missouri
$212M +$50.4M +31% 84
SCP
3406
Syntal Capital Partners
Texas
$212M +$60.5M +40% 116
SCP
3407
Siena Capital Partners
Illinois
$212M -$17.8M -8% 126
CWM
3408
Confluence Wealth Management
Oregon
$212M +$32.6M +18% 107
LKIM
3409
Lawson Kroeker Investment Management
Nebraska
$212M +$32.2M +18% 62
TOGEPT
3410
Trustees of General Electric Pension Trust
Connecticut
$212M -$34.4M -14% 1
HC
3411
Hendley & Co
Ohio
$212M +$33.6M +19% 62
FFG
3412
Frisch Financial Group
New York
$212M +$39.9M +23% 112
E
3413
EnerVest
Texas
$211M +$71.9M +52% 1
FEM
3414
Fulcrum Equity Management
Texas
$211M +$71.2M +51% 143
SDH
3415
Sloy Dahl & Holst
Washington
$211M +$80.1M +61% 44
VEA
3416
Virtus ETF Advisers
New York
$211M -$31.9M -13% 499
FCFC
3417
First Commonwealth Financial Corp
Pennsylvania
$211M +$45.1M +27% 167
AIA
3418
Affinity Investment Advisors
California
$210M +$14.2M +7% 161
LFG
3419
Larson Financial Group
Missouri
$210M +$50.5M +32% 790
WAS
3420
Winch Advisory Services
Wisconsin
$210M +$9.26M +5% 428
SRAM
3421
Spouting Rock Asset Management
Pennsylvania
$210M +$65.7M +45% 158
RCS
3422
Retirement Capital Strategies
California
$210M +$27.7M +15% 53
TSS
3423
Thomas Story & Son
Indiana
$210M +$36.4M +21% 60
NC
3424
Nightview Capital
Texas
$210M +$60.6M +41% 38
WAM
3425
Wakefield Asset Management
Colorado
$210M +$23.5M +13% 223