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
BAMG
4326
Brand Asset Management Group
Missouri
$358M +$2.11M +0.6% 188
IMA
4327
Investment Management Associates
Colorado
$358M +$21.6M +6% 32
TFA
4328
Trinity Financial Advisors
Ohio
$358M +$11.3M +3% 105
VST
4329
Van Strum & Towne
California
$358M +$17.1M +5% 116
LW
4330
Libra Wealth
California
$357M +$24.4M +7% 72
MIM
4331
Martin Investment Management
Florida
$357M -$36.1M -9% 54
DKAM
4332
Drummond Knight Asset Management
Australia
$357M +$30.6M +9% 15
LC
4333
Legacy CG
Texas
$357M +$2.12M +0.6% 50
FMTCOCP
4334
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$357M +$3.25M +0.9% 342
CC
4335
Cypress Capital
Tennessee
$357M +$7.6M +2% 98
2
4336
2Xideas
Switzerland
$357M -$117M -25% 65
PC
4337
ParaFi Capital
New York
$357M -$103M -22% 17
CP
4338
Capital Planning
Washington
$357M +$13.6M +4% 85
WCM
4339
Westend Capital Management
California
$357M +$13.6M +4% 281
HFS
4340
Haverford Financial Services
Pennsylvania
$357M +$464K +0.1% 48
PPG
4341
Peak Planning Group
Colorado
$357M +$165M +86% 127
OFP
4342
OLIO Financial Planning
Virginia
$356M +$15.6M +5% 75
BCM
4343
Bluefin Capital Management
New York
$356M +$124M +54% 178
WTFG
4344
Wood Tarver Financial Group
Idaho
$356M +$17.2M +5% 153
DCM
4345
Divisar Capital Management
California
$356M -$11.6M -3% 28
LFP
4346
Leeward Financial Partners
Washington
$356M +$4.28M +1% 104
MWM
4347
McMill Wealth Management
Nebraska
$356M +$4.69M +1% 59
DPCM
4348
Doma Perpetual Capital Management
Florida
$356M +$57.8M +19% 13
FC
4349
Fusion Capital
South Carolina
$356M +$11.9M +3% 101
NC
4350
Naman Capital
Brazil
$356M -$764K -0.2% 12