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
DCPAL
4051
Div Capital Phoenix Assets Ltd
$395M 13
CW
4052
Channel Wealth
California
$395M +$21.1M +6% 185
IAA
4053
Ironsides Asset Advisors
North Carolina
$395M +$6.72M +2% 81
GLAM
4054
Gardner Lewis Asset Management
Pennsylvania
$394M +$13.2M +3% 104
PLU
4055
Performa Ltd (US)
South Carolina
$394M +$17M +5% 56
RI
4056
Rinkey Investments
California
$394M +$16.8M +4% 143
KFG
4057
Kelly Financial Group
Connecticut
$393M +$16.4M +4% 98
TODC
4058
Trustees of Dartmouth College
New Hampshire
$393M +$3.97M +1% 10
SP
4059
Sequent Planning
Nebraska
$393M +$40.5M +12% 237
RAM
4060
Redmond Asset Management
Virginia
$392M -$15.1M -4% 203
PCFFS
4061
Pacific Center for Financial Services
California
$392M $0 0% 475
CA
4062
CV Advisors
Florida
$392M +$31.1M +9% 54
EC
4063
Engaged Capital
California
$392M -$15.6M -4% 9
BWM
4064
BCGM Wealth Management
Indiana
$392M +$7.53M +2% 184
DP
4065
Divergent Planning
Maryland
$392M +$15.4M +4% 37
SCM
4066
Sollinda Capital Management
Florida
$391M +$26.5M +7% 81
QCM
4067
Quadratic Capital Management
Connecticut
$391M +$68M +21% 2
PWS
4068
Peterson Wealth Services
Utah
$391M -$14.2M -3% 223
SIAG
4069
Safeguard Investment Advisory Group
California
$391M -$12.2M -3% 166
SA
4070
Strategic Advocates
Utah
$391M +$6.86M +2% 651
RMS
4071
Retirement Management Systems
Maryland
$391M 54
XWM
4072
Xcel Wealth Management
Florida
$390M +$6.12M +2% 148
SIIL
4073
Sinvest Investments II Ltd
$390M 1
S
4074
Siemens
Germany
$390M -$38.8M -9% 1
PCP
4075
P2 Capital Partners
New York
$390M -$96.4M -20% 12