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
BP
3601
Broadleaf Partners
Ohio
$299M -$7.01M -2% 78
SDAM
3602
Shulman DeMeo Asset Management
New York
$299M -$34.9M -10% 134
FCFC
3603
First Commonwealth Financial Corp
Pennsylvania
$299M -$8.12M -3% 171
NCL
3604
Nishkama Capital LLC
Puerto Rico
$299M -$244M -45% 57
MI
3605
M3F Inc
Utah
$299M -$18.9M -6% 44
CSC
3606
Cook Street Consulting
Colorado
$299M -$32.1M -10% 2
CAM
3607
Cypress Asset Management
Texas
$299M -$11.7M -4% 123
TWD
3608
True Wealth Design
Ohio
$299M +$25.3M +9% 823
GWM
3609
GSB Wealth Management
Connecticut
$299M -$8.77M -3% 215
WIC
3610
Whitegate Investment Counselors
New Hampshire
$299M -$5.98M -2% 62
HI
3611
Hoey Investments
Pennsylvania
$298M -$3.98M -1% 362
CM
3612
CoreCommodity Management
Connecticut
$298M -$41.6M -12% 191
CAMV
3613
Concord Asset Management (Virginia)
Virginia
$298M +$14.7M +5% 143
CCM
3614
Carderock Capital Management
Maryland
$298M -$24.5M -8% 59
MCM
3615
Monument Capital Management
Virginia
$298M -$15.7M -5% 190
WCA
3616
Waypoint Capital Advisors
Minnesota
$298M -$22.5M -7% 136
CRWM
3617
Castle Rock Wealth Management
California
$298M +$5.15M +2% 220
MCCP
3618
Mission Creek Capital Partners
California
$298M -$12.4M -4% 227
GL
3619
Globe Life
Texas
$298M -$3.11M -1% 2
SIG
3620
Spinnaker Investment Group
California
$298M -$6.15M -2% 87
QPWM
3621
Quadrant Private Wealth Management
Pennsylvania
$297M -$48.1M -14% 257
IBT
3622
International Biotechnology Trust
United Kingdom
$297M -$31.7M -10% 70
BRF
3623
B. Riley Financial
California
$297M -$89.1M -23% 32
KFI
3624
Key Financial Inc
Pennsylvania
$297M -$5.22M -2% 1,412
NFW
3625
Noble Family Wealth
Florida
$297M -$10.8M -4% 68