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
ZCP
4001
Z3 Capital Partners
Virginia
$395M -$21.4M -5% 199
PP
4002
Prosperity Planning
Missouri
$395M +$12.3M +3% 114
DI
4003
DKRT Investments
$395M +$41.2M +12% 50
VIM
4004
VELA Investment Management
Ohio
$394M +$22.4M +6% 158
PCFFS
4005
Pacific Center for Financial Services
California
$394M +$2.17M +0.6% 528
PFM
4006
Peak Financial Management
Massachusetts
$394M +$6.17M +2% 103
RWA
4007
Roberts Wealth Advisors
California
$394M +$10.7M +3% 113
ASW
4008
Astoria Strategic Wealth
Texas
$394M -$3.41M -0.9% 37
SILC
4009
Starr Indemnity & Liability Company
New York
$394M +$41.5M +12% 4
T
4010
Tidemark
California
$393M +$41.6M +12% 925
IAG
4011
Investment Advisory Group
Massachusetts
$393M +$4.7M +1% 201
OP
4012
Oldfield Partners
United Kingdom
$393M +$40.6M +12% 20
AC
4013
Arjuna Capital
North Carolina
$393M -$14.9M -4% 116
ERP
4014
Eldred Rock Partners
Texas
$393M +$7.49M +2% 33
HFM
4015
Hartford Financial Management
Connecticut
$392M +$7.54M +2% 359
DCM
4016
Divisar Capital Management
California
$392M +$36.5M +10% 28
WSC
4017
Wellington Shields & Co
New York
$392M -$13M -3% 342
SB
4018
Sunflower Bank
Texas
$392M -$4.51M -1% 161
EC
4019
Euclidean Capital
New York
$392M +$22.9M +6% 12
LFA
4020
Level Financial Advisors
New York
$392M +$13.8M +4% 97
BCM
4021
Boltwood Capital Management
California
$392M +$7.51M +2% 187
HBWM
4022
Hollow Brook Wealth Management
New York
$392M +$5.33M +1% 81
BWM
4023
Buckley Wealth Management
Nevada
$392M +$14.7M +4% 109
FIG
4024
Fortress Investment Group
New York
$392M -$33.2M -8% 52
IPW
4025
Inlet Private Wealth
Florida
$392M -$39.6M -9% 134