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
FWM
4876
FSA Wealth Management
Massachusetts
$236M -$10.7M -4% 569
CFGA
4877
Cambridge Financial Group (Arizona)
Arizona
$236M +$1.72M +0.7% 138
GSC
4878
G&S Capital
Colorado
$236M -$6.71M -3% 135
OPAM
4879
Olympus Peak Asset Management
Connecticut
$235M -$37.4M -14% 1
LWA
4880
Lowe Wealth Advisors
Maryland
$235M +$708K +0.3% 390
PWM
4881
Purus Wealth Management
California
$235M -$17.6M -7% 125
WFA
4882
WMG Financial Advisors
Tennessee
$235M +$2.82M +1% 185
RGC
4883
Regents Gate Capital
United Kingdom
$235M -$17.1M -7% 70
TCB
4884
Texas Capital Bancshares
Texas
$235M -$13.6M -5% 80
AA
4885
Alta Advisers
United Kingdom
$235M +$76.5M +48% 229
IRM
4886
Income Research & Management
Massachusetts
$235M +$25.2M +12% 29
DS
4887
Dalal Street
Texas
$235M -$18.6M -7% 5
SHA
4888
Seneca House Advisors
Virginia
$235M -$16.9M -7% 90
PCM
4889
Payne Capital Management
New York
$235M +$2.77M +1% 74
SN
4890
Sittner & Nelson
Oregon
$234M +$3.66M +2% 523
BBWP
4891
Beacon Bridge Wealth Partners
Pennsylvania
$234M -$1.09M -0.5% 89
HWM
4892
Hassell Wealth Management
Louisiana
$234M -$13.8M -6% 26
HCM
4893
Hutner Capital Management
Vermont
$234M +$27.3M +13% 48
BIM
4894
Breakwater Investment Management
Washington
$234M -$1.09M -0.5% 319
OAP
4895
One Advisory Partners
Kansas
$234M +$8.84M +4% 51
CL
4896
COWA LLC
Oklahoma
$234M +$17.1M +8% 131
AFG
4897
American Financial Group
Ohio
$234M +$14.4M +7% 62
T
4898
TOBAM
France
$234M -$93.7M -29% 338
1M
4899
1248 Management
Missouri
$234M +$1.82M +0.8% 172
PD
4900
Planning Directions
Pennsylvania
$234M +$61.6M +36% 119