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
PCFFS
3501
Pacific Center for Financial Services
California
$164M +$753K +0.5% 327
WAM
3502
WIM Asset Management
Hong Kong
$164M -$27.9M -15% 18
SFC
3503
SYM Financial Corp
Indiana
$164M -$56.7M -26% 83
RIS
3504
Retirement Income Solutions
Michigan
$164M -$6.57M -4% 79
WA
3505
WESPAC Advisors
California
$164M +$56M +52% 173
GAAM
3506
Guinness Atkinson Asset Management
California
$164M +$331K +0.2% 64
CSA
3507
Cottage Street Advisors
Massachusetts
$164M -$4.65M -3% 94
SFPIA
3508
Stevens First Principles Investment Advisors
California
$164M -$21.9M -12% 200
CA
3509
Cumberland Advisors
Florida
$163M -$17.5M -10% 45
KC
3510
Kellner Capital
New York
$163M +$37.2M +29% 38
MBA
3511
McQueen Ball & Associates
Pennsylvania
$163M -$3.57M -2% 115
LPIC
3512
LeJeune Puetz Investment Counsel
Michigan
$163M -$316K -0.2% 154
GL
3513
Globe Life
Texas
$163M -$1.37M -0.8% 1
SVG
3514
Sun Valley Gold
Idaho
$163M -$12.6M -7% 18
SIAP
3515
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$163M +$1.51M +0.9% 394
PEA
3516
Pacific Edge Advisors
California
$163M +$21.4M +15% 41
VP
3517
venBio Partners
California
$162M +$61.5M +61% 4
PAG
3518
Private Advisory Group
Washington
$162M -$23.4M -13% 151
HPWM
3519
Highland Private Wealth Management
Washington
$162M -$87M -35% 171
HRC
3520
Hoertkorn Richard Charles
$162M -$6.44M -4% 92
BDWM
3521
Brewin Dolphin Wealth Management
Ireland
$162M +$4.92M +3% 181
BAM
3522
Brave Asset Management
New Jersey
$162M -$21.3M -12% 189
VCP
3523
Vernier Capital Partners
New York
$162M +$7.79M +5% 24
GWS
3524
Glassman Wealth Services
Virginia
$162M -$2.54M -2% 1,056
OLA
3525
Oliver Luxxe Assets
New Jersey
$162M -$2.79M -2% 104