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
GCA
4101
Gradient Capital Advisors
California
$388M +$14.9M +4% 177
PFM
4102
Peak Financial Management
Massachusetts
$388M +$9.49M +3% 103
EPP
4103
ETF Portfolio Partners
Kansas
$388M +$11.8M +3% 69
QCI
4104
Quaker Capital Investments
Pennsylvania
$388M +$16.1M +4% 23
PCM
4105
Princeton Capital Management
New Jersey
$388M +$14.9M +4% 150
SC
4106
Searle & Co
Connecticut
$388M +$10.1M +3% 191
KLCM
4107
KG&L Capital Management
Louisiana
$388M +$23.6M +6% 212
SCA
4108
St. Clair Advisors
Ohio
$388M +$10.8M +3% 83
GA
4109
GSG Advisors
New Jersey
$387M +$9.57M +3% 140
NAMM
4110
NorthStar Asset Management (Massachusetts)
Massachusetts
$387M +$2.63M +0.7% 89
WIM
4111
WIM Investment Management
Hong Kong
$387M -$6.13M -2% 26
SACTSONJ
4112
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$387M +$6.91M +2% 213
OCPWS
4113
One Charles Private Wealth Services
Massachusetts
$387M +$6.14M +2% 177
PCM
4114
Pinnbrook Capital Management
New York
$387M -$154M -28% 164
HBWM
4115
Hollow Brook Wealth Management
New York
$387M -$36.1M -9% 106
UWM
4116
United Wealth Management
Virginia
$387M +$19.1M +5% 24
TWM
4117
TriaGen Wealth Management
California
$387M +$3.23M +0.8% 201
LWPC
4118
Legacy Wealth Partners (Colorado)
Colorado
$386M 177
TA
4119
TrueWealth Advisors
Alabama
$386M +$16.5M +4% 250
FWC
4120
First Washington Corp
Washington
$386M +$13M +3% 59
ERP
4121
Eldred Rock Partners
Texas
$385M -$15.5M -4% 33
CWAF
4122
Core Wealth Advisors (Florida)
Florida
$385M +$1.9M +0.5% 98
OKSA
4123
O'Keefe Stevens Advisory
New York
$385M +$16M +4% 69
PGF
4124
Plan Group Financial
Oklahoma
$385M +$12.8M +3% 219
SCP
4125
Seafarer Capital Partners
California
$385M +$34.3M +10% 9