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
QPW
4251
Quantum Private Wealth
Florida
$295M +$13.5M +5% 196
PC
4252
Packer & Co
Australia
$295M +$1.06M +0.4% 3
FP
4253
Fiduciary Planning
Florida
$295M +$15.2M +5% 64
CCG
4254
Catalina Capital Group
California
$295M +$32M +12% 370
AGDI
4255
Absolute Gestao de Investimentos
Brazil
$294M +$103M +54% 55
CCA
4256
Cadent Capital Advisors
Oklahoma
$294M +$48.2M +20% 163
KA
4257
Kerrisdale Advisers
Florida
$294M -$25.4M -8% 106
LFGO
4258
Legacy Financial Group (Oklahoma)
Oklahoma
$294M +$30M +11% 82
BFA
4259
Beacon Financial Advisory
Ohio
$294M +$26.2M +10% 318
FFA
4260
Fairfield Financial Advisors
Massachusetts
$294M -$46.1M -14% 301
WFI
4261
West Family Investments
California
$294M -$39.8M -12% 307
MLM
4262
Mount Lucas Management
Pennsylvania
$294M +$11.7M +4% 163
SWA
4263
ShankerValleau Wealth Advisors
Illinois
$294M +$60M +26% 32
MPW
4264
Monterey Private Wealth
California
$294M +$26M +10% 130
APA
4265
Astoria Portfolio Advisors
New York
$293M +$13.5M +5% 221
BA
4266
Bard Associates
Illinois
$293M +$32.1M +12% 182
ITIM
4267
Indiana Trust & Investment Management
Indiana
$293M +$20.7M +8% 500
BDA
4268
Borer Denton & Associates
Pennsylvania
$293M +$17.7M +6% 61
PWM
4269
Provident Wealth Management
Tennessee
$293M +$19.7M +7% 130
CWM
4270
Chesapeake Wealth Management
Virginia
$293M +$17.3M +6% 161
OMC
4271
Oasis Management Company
Cayman Islands
$293M -$20.5M -7% 90
AIA
4272
AIMZ Investment Advisors
California
$293M +$13.9M +5% 126
WPC
4273
White Pine Capital
Minnesota
$293M +$28.8M +11% 222
IHWM
4274
Iron Horse Wealth Management
Iowa
$293M +$30.7M +12% 516
VIM
4275
VELA Investment Management
Ohio
$293M +$10M +4% 155