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
EF
4101
Exeter Financial
Arizona
$113M -$3.03M -3% 70
SMFS
4102
Squar Milner Financial Services
California
$113M +$34.3M +43% 860
SCM
4103
Signia Capital Management
Washington
$113M +$14.8M +15% 27
PA
4104
PFG Advisors
Arizona
$113M +$7.78M +7% 155
KCM
4105
Kendall Capital Management
Maryland
$113M -$2.15M -2% 114
MCM
4106
Mork Capital Management
California
$113M +$8.87M +8% 101
VEA
4107
Virtus ETF Advisers
New York
$113M -$2.14M -2% 280
SAMC
4108
Spectrum Asset Management (California)
California
$113M -$701K -0.6% 72
BCIM
4109
Burford Capital Investment Management
Illinois
$113M +$8.92M +9% 6
NVPX
4110
Norwest Venture Partners X
California
$113M -$12.2M -10% 3
LA
4111
LexAurum Advisors
Kansas
$113M -$5.53M -5% 161
BA
4112
Bennicas & Associates
California
$113M +$563K +0.5% 92
MSA
4113
Marino Stram & Associates
Massachusetts
$112M +$4.39M +4% 556
EWG
4114
Executive Wealth Group
Washington
$112M -$3.75M -3% 36
RI
4115
Ridgewood Investments
New Jersey
$112M +$3.55M +3% 162
JFM
4116
Jackson Financial Management
California
$112M +$3.24M +3% 44
FMTCOCP
4117
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$112M +$1.85M +2% 274
WA1
4118
Wimmer Associates 1
California
$112M -$1.29M -1% 110
SWM
4119
Strategic Wealth Management
Washington
$112M -$6.13M -5% 27
SWM
4120
Shakespeare Wealth Management
Wisconsin
$112M -$3.44M -3% 39
CIA
4121
Cascade Investment Advisors
Oregon
$112M -$15M -12% 234
KJWM
4122
Kiley Juergens Wealth Management
Washington
$112M +$19.8M +22% 736
CT
4123
Clearstead Trust
Maine
$112M -$4.58M -4% 218
FP
4124
Factorial Partners
New York
$112M +$2.35M +2% 117
CCC
4125
Cincinnati Casualty Company
Ohio
$112M +$82K +0.1% 24