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
PFM
3901
Peak Financial Management
Massachusetts
$319M +$3.98M +1% 102
SOCM
3902
SR One Capital Management
Pennsylvania
$319M -$44.7M -12% 9
RGC
3903
Redwood Grove Capital
California
$319M -$1.65M -0.5% 28
XWM
3904
Xcel Wealth Management
Florida
$319M -$509K -0.2% 132
TCMG
3905
TSP Capital Management Group
New Jersey
$319M +$8.29M +3% 48
GSAM
3906
Grant Street Asset Management
Pennsylvania
$319M +$11M +4% 75
KS
3907
Karpas Strategies
Connecticut
$319M -$2.89M -0.9% 117
CPA
3908
Court Place Advisors
Maryland
$319M +$8.72M +3% 164
CCM
3909
Contrarian Capital Management
Connecticut
$318M -$48.2M -13% 31
UCI
3910
Uncommon Cents Investing
Wisconsin
$318M -$8.44M -3% 190
OHWP
3911
Oak Harbor Wealth Partners
North Carolina
$318M -$3.18M -1% 232
PC
3912
Prevatt Capital
Bahamas
$317M +$22.3M +8% 15
AWM
3913
Aries Wealth Management
Maine
$317M +$7.07M +2% 217
HA
3914
Hamel Associates
New Jersey
$317M +$5.53M +2% 78
MAMU
3915
Myriad Asset Management US
Florida
$317M 1
CMP
3916
Coston McIsaac & Partners
Maine
$317M +$5.91M +2% 868
MG
3917
MilWealth Group
Wisconsin
$317M +$3.17M +1% 69
NL
3918
Navalign LLC
California
$317M +$15M +5% 120
LHC
3919
Lodge Hill Capital
New York
$317M +$56.2M +22% 27
MIC
3920
Meridian Investment Counsel
California
$316M +$15.4M +5% 216
FSI
3921
Flow State Investments
Illinois
$316M -$26M -8% 272
PA
3922
PSI Advisors
Florida
$316M +$39.2M +14% 916
S
3923
SimplyRich
California
$316M +$6.46M +2% 188
RCP
3924
RIT Capital Partners
United Kingdom
$316M -$122M -28% 16
AACA
3925
American Assets Capital Advisers
California
$316M -$35.2M -10% 36