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
IMA
4076
Investment Management Associates
Colorado
$240M -$35.1M -13% 41
HBWM
4077
Hollow Brook Wealth Management
New York
$240M +$8.3M +4% 89
MWM
4078
MorganRosel Wealth Management
Colorado
$240M -$5.62M -2% 108
UW
4079
Unique Wealth
Florida
$240M +$10.6M +5% 86
MIM
4080
Monashee Investment Management
Massachusetts
$239M -$180M -43% 108
ACM
4081
Arcataur Capital Management
Wisconsin
$239M -$5M -2% 95
CWM
4082
Centric Wealth Management
Illinois
$239M -$11.4M -5% 134
FLI
4083
Family Legacy Inc
South Carolina
$239M -$9.14M -4% 116
OC
4084
Oarsman Capital
Wisconsin
$239M +$10.9M +5% 186
PP
4085
Prosperity Planning
Missouri
$239M -$2.96M -1% 91
GCA
4086
Gradient Capital Advisors
California
$239M -$10.2M -4% 141
DC
4087
Diametric Capital
Massachusetts
$239M +$15M +7% 489
DP
4088
Denver PWM
Colorado
$239M -$2.66M -1% 102
SVCM
4089
Saturn V Capital Management
Texas
$239M +$58.6M +33% 24
PC
4090
Pecaut & Co
Iowa
$239M +$1.8M +0.8% 110
TAA
4091
Turiya Advisors Asia
Hong Kong
$239M +$86.9M +57% 5
CFC
4092
Coyle Financial Counsel
Illinois
$239M +$16.4M +7% 67
M1FG
4093
Mach-1 Financial Group
Arkansas
$239M -$11.1M -4% 264
LIC
4094
Laurus Investment Counsel
Canada
$238M -$40.5M -15% 40
SFG
4095
Summit Financial Group
West Virginia
$238M -$19.3M -8% 187
BHWM
4096
Bay Harbor Wealth Management
Maryland
$238M -$7.42M -3% 182
FA
4097
FC Advisory
Pennsylvania
$238M -$6.62M -3% 95
MCP
4098
Martin Capital Partners
Oregon
$238M -$8.65M -4% 73
FFA
4099
Fairfield Financial Advisors
Massachusetts
$238M -$12.5M -5% 329
HP
4100
Hilltop Partners
Indiana
$238M -$3.12M -1% 105