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
PFP
4251
Patriot Financial Partners
Pennsylvania
$297M -$9.7M -3% 10
BWA
4252
Beam Wealth Advisors
Louisiana
$297M -$19.6M -6% 108
CC
4253
Cannell Capital
Wyoming
$296M -$190M -39% 57
HP
4254
Hilltop Partners
Indiana
$296M +$2.77M +0.9% 108
ACM
4255
ASK Capital Management
California
$296M -$111M -27% 4
CA
4256
Claar Advisors
New York
$296M -$12.8M -4% 22
LOAMU
4257
Lombard Odier Asset Management (USA)
New York
$296M +$35.9M +14% 315
SIC
4258
Shoker Investment Counsel
Ohio
$296M -$106K -0% 106
FA
4259
FC Advisory
Pennsylvania
$296M -$2.52M -0.8% 111
VBFP
4260
Valtinson Bruner Financial Planning
Minnesota
$296M +$9.45M +3% 159
AM
4261
Atwater Malick
Pennsylvania
$296M -$2.91M -1% 79
HP
4262
Holistic Planning
Texas
$295M +$19.4M +7% 196
DIGDR
4263
Dynamo Internacional Gestao de Recursos
Brazil
$295M +$4.06M +1% 6
GCM
4264
GoodHaven Capital Management
New Jersey
$295M -$14.8M -5% 27
SSW
4265
Stone Summit Wealth
Florida
$295M -$2.78M -0.9% 140
CMP
4266
Courage Miller Partners
Virginia
$295M +$3.09M +1% 83
TCM
4267
Trybe Capital Management
Connecticut
$295M -$69.5M -19% 11
AGAM
4268
Avalon Global Asset Management
California
$295M -$62.2M -17% 37
WA
4269
Wambolt & Associates
Colorado
$295M -$18M -6% 185
VBFG
4270
Vishria Bird Financial Group
Tennessee
$294M +$8.93M +3% 85
CI
4271
Cavalier Investments
Georgia
$294M -$4.96M -2% 88
SPG
4272
Snow Phipps Group
New York
$294M +$4.95M +2% 2
HA
4273
Hamel Associates
New Jersey
$294M -$16.5M -5% 75
MBFW
4274
Morton Brown Family Wealth
Pennsylvania
$294M +$7.28M +3% 360
LFA
4275
Level Financial Advisors
New York
$294M +$21.6M +8% 86