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
S
3901
Surevest
California
$127M 136
NIM
3902
Nicollet Investment Management
Minnesota
$127M -$26.9M -18% 70
PFT
3903
Providence First Trust
Arizona
$126M -$4.29M -3% 74
RRWA
3904
Rainey & Randall Wealth Advisors
Florida
$126M -$14.5M -10% 42
CCM
3905
Courage Capital Management
Tennessee
$126M -$45M -26% 21
PWA
3906
Peterson Wealth Advisors
Utah
$126M -$10.8M -8% 43
UA
3907
Unison Advisors
District of Columbia
$126M -$16.5M -12% 183
BAMG
3908
Brand Asset Management Group
Missouri
$126M -$10.1M -7% 286
SAMC
3909
Spectrum Asset Management (California)
California
$126M -$41.7M -25% 94
TA
3910
TMD & Associates
Arizona
$126M -$14.3M -10% 48
MIM
3911
Morningstar Investment Management
Illinois
$126M 18
BHWM
3912
Bay Harbor Wealth Management
Maryland
$126M 414
OAJ
3913
Ogorek Anthony Joseph
New York
$126M -$10M -7% 170
RI
3914
Ridgewood Investments
New Jersey
$125M -$444K -0.4% 168
SIM
3915
Sigma Investment Management
Oregon
$125M +$2.36M +2% 22
CIA
3916
CSat Investment Advisory
Michigan
$125M -$50.4M -29% 562
MMPI
3917
Morgenthaler Management Partners IX
California
$125M 3
BP
3918
Broadleaf Partners
Ohio
$125M -$24M -16% 56
VAM
3919
Velanne Asset Management
United Kingdom
$125M 22
CA
3920
Claro Advisors
Massachusetts
$125M 1,121
NFG
3921
Nations Financial Group
Iowa
$125M -$14.7M -11% 176
TW
3922
Towerpoint Wealth
California
$125M +$4.3M +4% 43
HW
3923
Hedeker Wealth
Illinois
$125M -$17.8M -12% 72
AIM
3924
Aspen Investment Management
Michigan
$125M -$26.6M -18% 151
MMPW
3925
Mitchell McLeod Pugh & Williams
Alabama
$125M -$23.9M -16% 185