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
PS
4701
Planned Solutions
California
$309M +$21.1M +7% 145
PWM
4702
Pines Wealth Management
North Carolina
$309M +$12.7M +4% 237
BAM
4703
Bellevue Asset Management
Washington
$309M +$91.9M +42% 511
SAAM
4704
Solus Alternative Asset Management
New Jersey
$309M -$3.01M -1% 10
GCM
4705
GoodHaven Capital Management
New Jersey
$309M -$1.73M -0.6% 26
PWS
4706
Precision Wealth Strategies
Missouri
$309M +$401K +0.1% 190
DC
4707
Defender Capital
North Carolina
$309M +$10.5M +4% 39
AW
4708
Alteri Wealth
California
$309M +$17.5M +6% 294
GPP
4709
Great Point Partners
Connecticut
$308M +$68.9M +29% 42
EPIME
4710
Evelyn Partners Investment Management (Europe)
$308M +$19.7M +7% 188
RS
4711
Rakuten Securities
Japan
$308M +$37.2M +14% 987
CC
4712
Cederberg Capital
United Kingdom
$308M -$42.3M -12% 10
CFLC
4713
California First Leasing Corp
California
$308M +$34.8M +13% 46
CIC
4714
Concord Investment Counsel
California
$308M -$7.1M -2% 40
CPW
4715
Crestmont Private Wealth
Texas
$308M +$5.06M +2% 104
TAFW
4716
Tred Avon Family Wealth
Maryland
$307M +$16.3M +6% 267
LAM
4717
Lifestyle Asset Management
Texas
$307M +$14.5M +5% 150
JA
4718
JVL Associates
Michigan
$307M +$5.09M +2% 67
JAM
4719
JW Asset Management
Florida
$307M +$98.8M +47% 22
A
4720
Argentarii
Ohio
$307M +$56.4M +22% 209
CP
4721
Canopy Partners
Ohio
$307M +$7.6M +3% 259
GB
4722
Goepper Burkhardt
South Carolina
$307M +$13.5M +5% 109
FFA
4723
Fairfield Financial Advisors
Massachusetts
$307M +$9.89M +3% 73
RA
4724
Resolute Advisors
California
$307M -$82.8M -21% 80
YAL
4725
Your Advocates Ltd
Texas
$306M +$7.97M +3% 248