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
CI
4501
Ceera Investments
Texas
$175M -$25.8M -13% 77
DJC
4502
Daily Journal Corp
California
$175M -$37.7M -18% 5
CWA
4503
Clarity Wealth Advisors
California
$175M -$35.7M -17% 77
AFS
4504
Access Financial Services
Minnesota
$175M -$35.6M -17% 120
VIM
4505
VELA Investment Management
Ohio
$175M +$15.4M +10% 140
GI
4506
GS Investments
Minnesota
$174M -$2.48M -1% 161
BFS
4507
Burrus Financial Services
Utah
$174M -$21.5M -11% 11
PO
4508
Paradigm Operations
California
$174M -$309M -64% 1
KGAMU
4509
KPS Global Asset Management (UK)
United Kingdom
$174M -$228M -57% 5
AWM
4510
Accel Wealth Management
Iowa
$174M -$19.3M -10% 1,093
KIM
4511
Kestrel Investment Management
California
$174M -$37.3M -18% 44
ED
4512
Exane Derivatives
France
$174M -$181M -51% 1,070
MSFP
4513
Mark Sheptoff Financial Planning
Connecticut
$174M -$24.7M -12% 447
BW
4514
Bison Wealth
Georgia
$174M -$21.2M -11% 371
AF
4515
Apexium Financial
Texas
$174M -$16.7M -9% 108
VSCP
4516
Vesey Street Capital Partners
New York
$174M -$227M -57% 1
CL
4517
COWA LLC
Oklahoma
$174M -$27.6M -14% 141
UC
4518
Unio Capital
New Jersey
$174M -$58.1M -25% 63
CAAM
4519
Cape Ann Asset Management
United Kingdom
$174M +$2.58M +2% 9
HWMG
4520
Hurlow Wealth Management Group
Indiana
$174M +$10.5M +6% 101
HIG
4521
Heritage Investment Group
Florida
$174M +$35.3M +26% 91
HGM
4522
Highside Global Management
Texas
$173M -$39.8M -19% 19
PK
4523
Pflug Koory
Nebraska
$173M -$25.2M -13% 482
P
4524
&Partners
Tennessee
$173M -$5.03M -3% 220
IAS
4525
Investment Advisory Services
Texas
$173M -$6.15M -3% 104