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
DFG
4501
Demars Financial Group
Washington
$176M -$23.2M -12% 95
AA
4502
Altman Advisors
Illinois
$176M -$18.2M -9% 92
CVV
4503
Curative Ventures V
Texas
$175M -$233M -57% 1
MPCG
4504
Matrix Private Capital Group
New York
$175M -$29.5M -14% 267
OPWM
4505
Oakwell Private Wealth Management
Texas
$175M -$23.5M -12% 64
SCM
4506
Soros Capital Management
New York
$175M -$238M -58% 53
OFS
4507
Oldfather Financial Services
Nebraska
$175M -$8.99M -5% 65
KCM
4508
Knoll Capital Management
Florida
$175M +$15.9M +10% 43
SWM
4509
Sculati Wealth Management
Michigan
$175M -$29.4M -14% 124
BWP
4510
Bernardo Wealth Planning
Pennsylvania
$175M -$26.3M -13% 96
MPW
4511
Monterey Private Wealth
California
$175M -$32M -15% 124
KCMRT
4512
Kemper Corp Master Retirement Trust
Illinois
$175M -$27M -13% 2
CI
4513
Ceera Investments
Texas
$175M -$25.8M -13% 77
DJC
4514
Daily Journal Corp
California
$175M -$37.7M -18% 5
CWA
4515
Clarity Wealth Advisors
California
$175M -$35.7M -17% 77
AFS
4516
Access Financial Services
Minnesota
$175M -$35.6M -17% 120
VIM
4517
VELA Investment Management
Ohio
$175M +$15.4M +10% 140
GI
4518
GS Investments
Minnesota
$174M -$2.48M -1% 161
BFS
4519
Burrus Financial Services
Utah
$174M -$21.5M -11% 11
PO
4520
Paradigm Operations
California
$174M -$309M -64% 1
KGAMU
4521
KPS Global Asset Management (UK)
United Kingdom
$174M -$228M -57% 5
AWM
4522
Accel Wealth Management
Iowa
$174M -$19.3M -10% 1,093
KIM
4523
Kestrel Investment Management
California
$174M -$37.3M -18% 44
ED
4524
Exane Derivatives
France
$174M -$181M -51% 1,070
MSFP
4525
Mark Sheptoff Financial Planning
Connecticut
$174M -$24.7M -12% 447