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
SFS
4151
Shaker Financial Services
Virginia
$229M +$15.1M +7% 174
KC
4152
Kize Capital
New York
$229M -$10.2M -4% 6
KAM
4153
KEB Asset Management
Illinois
$229M +$40.5M +22% 62
AGC
4154
Aspen Grove Capital
Colorado
$229M +$12.5M +6% 178
OPTFSNA
4155
Old Point Trust & Financial Services N A
Virginia
$229M +$11.7M +5% 84
DSCM
4156
Divisadero Street Capital Management
Florida
$229M +$94.9M +71% 71
AWA
4157
Aquire Wealth Advisors
Utah
$229M +$27.5M +14% 39
JIC
4158
JRM Investment Counsel
Nebraska
$228M -$4.75M -2% 22
EWM
4159
Elite Wealth Management
Washington
$228M +$30.4M +15% 56
NAH
4160
Neumann Advisory (HK)
Hong Kong
$228M +$65.5M +40% 14
NI
4161
Noked Israel
Israel
$228M -$31.7M -12% 28
LFA
4162
Landmark Financial Advisors
Kentucky
$228M +$11M +5% 91
RDFA
4163
Ritter Daniher Financial Advisory
Ohio
$228M +$17.5M +8% 322
NCM
4164
Neumann Capital Management
California
$228M +$14.5M +7% 90
CCA
4165
Childress Capital Advisors
Texas
$227M -$74M -25% 182
DP
4166
Denver PWM
Colorado
$227M +$16.5M +8% 106
GB
4167
Gunma Bank
Japan
$227M +$25.8M +13% 47
FCCPG
4168
FountainVest China Capital Partners GP3
Cayman Islands
$227M -$11.2M -5% 1
Belvedere Trading
4169
Belvedere Trading
Illinois
$227M +$51.9M +30% 769
SI
4170
SQN Investors
California
$227M -$31M -12% 20
SWMG
4171
Sanchez Wealth Management Group
Florida
$227M +$23.1M +11% 35
MCIA
4172
Mountain Capital Investment Advisors
Colorado
$227M +$7.05M +3% 80
CFG
4173
Carr Financial Group
Massachusetts
$227M +$37M +19% 184
ECAM
4174
East Coast Asset Management
Massachusetts
$227M +$29.3M +15% 64
VAG
4175
VisionPoint Advisory Group
Texas
$227M -$15M -6% 150