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
PHAM
3776
Palisades Hudson Asset Management
Florida
$155M -$16.1M -9% 115
PWSG
3777
Pacific Wealth Strategies Group
California
$155M +$15.4M +11% 84
RAG
3778
Roof Advisory Group
Pennsylvania
$155M +$14.6M +10% 34
KM
3779
Kalos Management
Georgia
$155M -$50.6M -25% 194
RCM
3780
RVB Capital Management
New York
$155M +$11.8M +8% 50
CAM
3781
Concorde Asset Management
Michigan
$155M +$36.5M +31% 216
BRA
3782
Biechele Royce Advisors
Indiana
$154M +$15.4M +11% 50
AIA
3783
Ally Invest Advisors
North Carolina
$154M +$30.9M +25% 10
BC
3784
Breakline Capital
New York
$154M +$42.7M +38% 48
HKIM
3785
Hayek Kallen Investment Management
Alabama
$154M +$14.6M +10% 70
BE
3786
Bonness Enterprises
District of Columbia
$154M +$20.9M +16% 44
SCM
3787
Springhouse Capital Management
Connecticut
$154M -$52.9M -26% 25
TCMI
3788
Technology Crossover Management IX
California
$154M -$2.4M -2% 3
CJA
3789
C-J Advisory
California
$154M +$17M +12% 190
TAM
3790
Taylor Asset Management
Ontario, Canada
$154M +$2.65M +2% 37
BI
3791
Ballast Inc
Kentucky
$153M +$23.3M +18% 101
CFS
3792
CRA Financial Services
New Jersey
$153M +$14.9M +11% 144
BCM
3793
Boltwood Capital Management
California
$153M +$7.29M +5% 131
TGI
3794
TRV GP II
Massachusetts
$153M +$52.7M +52% 4
CAM
3795
Chandler Asset Management
California
$153M +$7.43M +5% 19
SCM
3796
SCW Capital Management
Texas
$153M +$27.2M +22% 15
UCI
3797
Uncommon Cents Investing
Wisconsin
$153M +$18.6M +14% 83
ISSM
3798
Invesco Senior Secured Management
New York
$153M -$676K -0.4% 18
WFWM
3799
Wechter Feldman Wealth Management
New Jersey
$153M +$49.2M +47% 33
SCM
3800
Stellar Capital Management
Arizona
$153M +$25.5M +20% 86