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
PAM
4501
Pegasus Asset Management
New York
$233M +$18.2M +8% 70
PWS
4502
Peterson Wealth Services
Utah
$233M +$99.6M +75% 111
MAM
4503
Mirabaud Asset Management
United Kingdom
$233M 49
DF
4504
DecisionPoint Financial
Arizona
$233M +$41.9M +22% 271
HCM
4505
Heathbridge Capital Management
Ontario, Canada
$233M +$14.8M +7% 31
FF
4506
Francis Financial
$233M +$41.4M +22% 59
LFM
4507
LGT Fund Management
Liechtenstein
$233M +$27.3M +13% 119
CA
4508
Cumberland Advisors
Florida
$233M +$7.43M +3% 58
SIM
4509
Sentry Investment Management
Wisconsin
$233M +$24.3M +12% 532
DG
4510
Daventry Group
New York
$233M +$76M +48% 10
CWA
4511
CM Wealth Advisors
Ohio
$233M -$26.8M -10% 84
NCM
4512
Next Capital Management
New York
$233M +$11.8M +5% 130
SL
4513
SWF LLC
Nebraska
$233M +$23.4M +11% 3
FLA
4514
Financial Life Advisors
Texas
$232M +$31.8K +0% 63
WHGC
4515
Wealth High Governance Capital
Brazil
$232M -$55.4M -19% 35
IC
4516
Immersion Capital
United Kingdom
$232M -$951K -0.4% 9
TI
4517
TTP Investments
California
$232M +$80.5M +53% 33
CFA
4518
Camarda Financial Advisors
Florida
$232M +$77.2M +50% 82
EC
4519
Edenbrook Capital
New York
$232M +$26.3M +13% 15
BFWA
4520
Benchmark Financial Wealth Advisors
Florida
$232M +$19.3M +9% 81
PWAC
4521
Private Wealth Advisors (California)
California
$232M +$3.8M +2% 84
VAM
4522
Vert Asset Management
California
$232M +$34.6M +18% 42
BHMP
4523
Bardin Hill Management Partners
New York
$232M -$72.6M -24% 64
ATC
4524
Adirondack Trust Company
New York
$231M +$31M +15% 523
AFG
4525
ABLE Financial Group
Arizona
$231M +$31.2M +16% 156