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
SFA
3751
Semmax Financial Advisors
North Carolina
$245M -$8.78M -3% 316
WAS
3752
Winch Advisory Services
Wisconsin
$245M -$42.6M -15% 513
HIP
3753
Harrell Investment Partners
Texas
$245M -$37.7M -13% 102
KC
3754
Kize Capital
New York
$245M -$37.5M -13% 7
XT
3755
XTX Topco
Cayman Islands
$245M +$16.7M +7% 1,200
PCM
3756
Prentice Capital Management
Connecticut
$245M -$177M -42% 34
TGI
3757
TRV GP III
Massachusetts
$244M -$124M -34% 7
W
3758
WealthOne
New York
$244M -$39.5M -14% 142
BCFS
3759
Butensky & Cohen Financial Security
Florida
$244M -$40.3M -14% 103
OWA
3760
Outlook Wealth Advisors
Texas
$244M -$54.6M -18% 209
OL
3761
Optas LLC
Texas
$244M -$61.4M -20% 157
ACM
3762
Avalon Capital Management
California
$244M -$16.3M -6% 74
APGDR
3763
Absoluto Partners Gestao de Recursos
Brazil
$244M -$157M -39% 26
CCM
3764
Cota Capital Management
California
$244M -$230M -49% 17
GDS
3765
Gimbel Daniel Scott
$244M -$39.9M -14% 3
V
3766
ValueWorks
New York
$244M -$61.2M -20% 39
NW
3767
Naviter Wealth
Arkansas
$244M -$55.9M -19% 196
WCAMG
3768
Woodard & Company Asset Management Group
North Carolina
$244M +$4.15M +2% 129
QPWM
3769
Quadrant Private Wealth Management
Pennsylvania
$244M -$24.5M -9% 225
LIP
3770
Lighthouse Investment Partners
Florida
$244M +$122M +100% 78
RWI
3771
Red Wave Investments
Pennsylvania
$243M -$39.2M -14% 102
IA
3772
IAM Advisory
Pennsylvania
$243M -$2.79M -1% 93
MIC
3773
Meridian Investment Counsel
California
$243M -$44.3M -15% 220
HCM
3774
Heathbridge Capital Management
Ontario, Canada
$243M -$71.4M -23% 28
PB
3775
Pinnacle Bancorp
Nebraska
$243M -$45.2M -16% 776