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
KA
4851
Kozak & Associates
Colorado
$150M -$6.08M -4% 407
RSC
4852
Red Spruce Capital
Pennsylvania
$150M -$26.3M -15% 92
TSWM
4853
Tyler-Stone Wealth Management
Ohio
$150M -$31.6M -17% 908
EAM
4854
Exane Asset Management
France
$150M -$57M -28% 10
RFA
4855
Resurgent Financial Advisors
Georgia
$150M -$7.43M -5% 224
FI
4856
FIDELIS iM
Oregon
$150M -$20.5M -12% 23
JFG
4857
Jefferies Financial Group
New York
$150M -$58.8M -28% 7
IIM
4858
Ironwood Investment Management
Massachusetts
$150M -$34.4M -19% 177
LAM
4859
Lountzis Asset Management
Pennsylvania
$149M -$30.6M -17% 33
HFA
4860
HC Financial Advisors
California
$149M -$18.6M -11% 375
SI
4861
Salesforce Inc
California
$149M -$72.9M -33% 5
ACH
4862
Axis Capital Holdings
Bermuda
$149M -$29M -16% 3
TFA
4863
TPG Financial Advisors
Oregon
$149M -$16M -10% 39
SCM
4864
Sterneck Capital Management
Missouri
$149M -$17.3M -10% 104
GAM
4865
Garrison Asset Management
Arkansas
$149M -$28M -16% 107
DA
4866
DCF Advisers
Connecticut
$149M -$21.3M -13% 74
GSB
4867
Greenfield Savings Bank
Massachusetts
$149M 138
BWG
4868
Beta Wealth Group
California
$149M -$278K -0.2% 99
BCM
4869
BlueMar Capital Management
Florida
$149M -$87.1M -37% 38
SV
4870
Sturgeon Ventures
United Kingdom
$149M -$36.4M -20% 36
WCM
4871
Wisconsin Capital Management
Wisconsin
$149M -$58.3M -28% 54
EA
4872
Eclectic Associates
California
$149M -$8.07M -5% 76
FW
4873
FirstPurpose Wealth
Utah
$149M +$20.5M +16% 161
RC
4874
Rovin Capital
Arizona
$149M -$39.6M -21% 133
SFA
4875
Seneca Financial Advisors
New York
$149M -$16M -10% 48