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
4051
Peak Financial Management
Massachusetts
$378M +$26.7M +8% 106
SIS
4052
Strategic Investment Solutions
Illinois
$378M +$47.5M +14% 683
GA
4053
GSG Advisors
New Jersey
$378M +$32.9M +10% 129
TAA
4054
Turiya Advisors Asia
Hong Kong
$378M +$136M +56% 6
HFM
4055
Hartford Financial Management
Connecticut
$378M +$11.9M +3% 352
TGP
4056
TMT General Partner
Hong Kong
$378M +$68.4M +22% 3
SC
4057
Searle & Co
Connecticut
$377M +$23.5M +7% 191
RPA
4058
Rock Point Advisors
Vermont
$377M +$22.9M +6% 122
CCA
4059
Cadent Capital Advisors
Oklahoma
$377M +$71.7M +23% 211
PLU
4060
Performa Ltd (US)
South Carolina
$377M +$45.4M +14% 59
KFG
4061
Kelly Financial Group
Connecticut
$377M +$31.4M +9% 96
RI
4062
Rinkey Investments
California
$377M +$44.1M +13% 130
BA
4063
Bard Associates
Illinois
$377M +$65.7M +21% 176
LSA
4064
Lansing Street Advisors
Pennsylvania
$377M +$41M +12% 148
SCA
4065
St. Clair Advisors
Ohio
$377M -$5.61M -1% 81
HCM
4066
Hudson Capital Management
New Jersey
$377M +$24.2M +7% 74
MLFP
4067
MPS Loria Financial Planners
Illinois
$376M +$36.5M +11% 84
TCWM
4068
Total Clarity Wealth Management
Illinois
$376M +$27M +8% 327
SA
4069
Shilanski & Associates
Alaska
$376M +$26.3M +8% 137
DP
4070
Divergent Planning
Maryland
$376M +$37.8M +11% 36
RWA
4071
Roberts Wealth Advisors
California
$376M +$28.2M +8% 101
EPP
4072
ETF Portfolio Partners
Kansas
$376M +$15M +4% 69
FWSM
4073
First Wilshire Securities Management
California
$376M +$8.63M +2% 88
BCM
4074
Boltwood Capital Management
California
$376M +$23.9M +7% 178
LL
4075
LPWM LLC
Minnesota
$375M +$32M +9% 86