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
FPM
4776
Francisco Partners Management
California
$292M -$169M -37% 3
LFC
4777
LCC Family Corp
$292M -$188M -39% 1
WF
4778
Warner Financial
Maryland
$292M +$3.53M +1% 136
BCIM
4779
Bishop & Co Investment Management
Pennsylvania
$292M -$10.4M -3% 29
MAG
4780
Members Advisory Group
New York
$292M +$26.3M +10% 45
CP
4781
Canopy Partners
Ohio
$291M -$15.5M -5% 265
CIM
4782
Capital Investment Management
Missouri
$291M +$5.23M +2% 132
KCFA
4783
Key Client Fiduciary Advisors
New Jersey
$291M +$2.19M +0.8% 218
WAG
4784
Wilkerson Advisory Group
Missouri
$291M +$7.06M +2% 656
DP
4785
Denver PWM
Colorado
$291M -$8.51M -3% 92
DWM
4786
Denver Wealth Management
Colorado
$291M +$8.47M +3% 108
EPIME
4787
Evelyn Partners Investment Management (Europe)
$291M -$17.7M -6% 190
BC
4788
Barrett & Company
Rhode Island
$291M -$9.21M -3% 679
OAM
4789
Oak Asset Management
California
$290M -$2.76M -0.9% 111
EA
4790
Everpar Advisors
Oklahoma
$290M +$20.8M +8% 305
ACG
4791
Arch Capital Group
Bermuda
$290M -$1.87M -0.6% 4
ODFS
4792
O'Donnell Financial Services
California
$290M -$2.19M -0.7% 64
FFA
4793
Fairfield Financial Advisors
Massachusetts
$290M -$16.6M -5% 75
FF
4794
Friday Financial
Iowa
$290M +$6.56M +2% 95
AA
4795
Altrafin AG
$290M -$25.2M -8% 56
PIA
4796
Powell Investment Advisors
Florida
$290M -$371K -0.1% 177
GJIA
4797
Glass Jacobson Investment Advisors
Maryland
$290M +$12M +4% 623
RCM
4798
Raleigh Capital Management
North Carolina
$290M +$14.2M +5% 808
OCM
4799
Orion Capital Management
California
$290M -$6.56M -2% 512
SA
4800
Sonoma Allocations
California
$290M -$11.5M -4% 152