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
3926
Peak Financial Management
Massachusetts
$315M +$17.8M +6% 99
SA
3927
SRH Advisors
Kansas
$315M +$29M +10% 326
VP
3928
Vitruvian Partners
United Kingdom
$315M -$78.1M -20% 9
GAG
3929
Goodman Advisory Group
Massachusetts
$315M +$21.8M +7% 184
EAM
3930
EdenTree Asset Management
United Kingdom
$315M -$7.95M -2% 77
ACM
3931
Alight Capital Management
New York
$315M +$2.48M +0.8% 76
BWP
3932
Balboa Wealth Partners
Arizona
$315M +$14.2M +5% 333
IGM
3933
Incline Global Management
New York
$315M -$2.18M -0.7% 25
RAM
3934
Redmond Asset Management
Virginia
$315M +$4.57M +1% 161
DI
3935
DDFG Inc
California
$315M +$19.1M +6% 80
CWM
3936
Centric Wealth Management
Illinois
$315M +$11M +4% 177
DC
3937
DeDora Capital
California
$314M +$29.2M +10% 112
MG
3938
MilWealth Group
Wisconsin
$314M +$11.9M +4% 65
BPGAM
3939
BTG Pactual Global Asset Management
Bermuda
$314M +$146M +87% 130
SWK
3940
Stephen W. Kidder
$313M +$3.09M +1% 77
FG
3941
Formula Growth
Quebec, Canada
$313M +$926K +0.3% 150
PP
3942
Praetorian PR
Puerto Rico
$313M +$111M +55% 24
GU
3943
Georgetown University
District of Columbia
$313M +$20.4M +7% 22
NCM
3944
Northwest Capital Management
Oregon
$312M +$14.3M +5% 561
MDCM
3945
Morgan Dempsey Capital Management
Wisconsin
$312M -$14.1M -4% 96
BCCM
3946
Bridge Creek Capital Management
Massachusetts
$312M +$24.3M +8% 98
BWM
3947
Buckley Wealth Management
Nevada
$312M +$23.8M +8% 109
HA
3948
Hamel Associates
New Jersey
$312M +$28M +10% 74
SRA
3949
Summit Rock Advisors
New York
$312M +$94.9M +44% 9
BWM
3950
BCS Wealth Management
Tennessee
$312M +$40.1M +15% 239