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
CCM
4501
Cota Capital Management
California
$199M -$286K -0.1% 13
VEI
4502
Vesa Equity Investment
Luxembourg
$199M -$112M -36% 1
NFSG
4503
Newbridge Financial Services Group
Florida
$199M -$5.53M -3% 1,433
OPW
4504
Oxler Private Wealth
New York
$199M -$11.1M -5% 90
MPW
4505
Monterey Private Wealth
California
$199M -$7.52M -4% 106
FWA
4506
FSM Wealth Advisors
Ohio
$199M -$570K -0.3% 173
BIG
4507
Boothe Investment Group
Delaware
$199M +$9.87M +5% 37
ILI
4508
Invesco LLC (Illinois)
Illinois
$199M -$4.8M -2% 164
SFA
4509
Spectrum Financial Alliance
Kentucky
$198M -$12M -6% 15
TAM
4510
Townsend Asset Management
North Carolina
$198M -$10.5M -5% 205
BWM
4511
BigSur Wealth Management
Florida
$198M -$10.9M -5% 126
BHA
4512
Beech Hill Advisors
New York
$198M -$7.4M -4% 89
FBT
4513
First Bankers Trust
Kentucky
$198M -$5.97M -3% 120
CC
4514
Corton Capital
Ontario, Canada
$198M -$14.9M -7% 567
OWIM
4515
Old West Investment Management
California
$198M +$7.03M +4% 47
RWM
4516
Reston Wealth Management
Virginia
$198M -$12.1M -6% 55
MIM
4517
MTM Investment Management
South Carolina
$198M -$6.82M -3% 266
ITIM
4518
Indiana Trust & Investment Management
Indiana
$198M +$2.12M +1% 451
SGH
4519
Sivik Global Healthcare
Connecticut
$198M -$52.3M -21% 45
SC
4520
Schulhoff & Co
Ohio
$198M -$17.2M -8% 123
BCC
4521
Bridge City Capital
Oregon
$198M -$13.4M -6% 102
MWP
4522
Madison Wealth Partners
Wisconsin
$198M -$16.3M -8% 97
MFG
4523
Monte Financial Group
Connecticut
$198M -$7.48M -4% 84
KA
4524
Kooman & Associates
Pennsylvania
$198M -$4.33M -2% 43
ATFA
4525
All Terrain Financial Advisors
Minnesota
$198M -$24.5M -11% 84