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
PPWM
5001
PFG Private Wealth Management
Florida
$130M +$15.7M +14% 49
CHA
5002
Cooper/Haims Advisors
New York
$130M +$9.06M +7% 70
BFM
5003
Broadview Financial Management
Wisconsin
$130M +$11.7M +10% 46
LAIC
5004
Lederer & Associates Investment Counsel
California
$130M +$10.2M +8% 87
MLIM
5005
Mountain Lake Investment Management
Florida
$130M +$17.6M +16% 28
AP
5006
Americana Partners
Texas
$130M +$20.3M +18% 110
CAM
5007
Chou Associates Management
Ontario, Canada
$130M +$30.6M +31% 18
CA
5008
Corrado Advisors
New Jersey
$130M +$9.47M +8% 99
PM
5009
Penbrook Management
New York
$130M +$14.5M +13% 105
AWS
5010
Arkfeld Wealth Strategies
Nebraska
$130M +$24M +23% 71
LCM
5011
LDR Capital Management
New York
$130M +$29.1M +29% 19
CWP
5012
Concord Wealth Partners
Virginia
$130M 700
RC
5013
Roubaix Capital
Colorado
$130M +$44.8M +53% 75
BA
5014
Ballew Advisors
Mississippi
$130M +$11.7M +10% 117
PFMU
5015
Privium Fund Management (UK)
United Kingdom
$130M 46
FWA
5016
FOCUS Wealth Advisors
Texas
$130M 35
WA
5017
WESPAC Advisors
California
$130M +$48.8M +60% 163
MFP
5018
Meridian Financial Partners
Virginia
$129M +$10.8M +9% 67
TCM
5019
Tuttle Capital Management
Connecticut
$129M -$15.7M -11% 267
KA
5020
Kozak & Associates
Colorado
$129M 70
SIM
5021
SummerHaven Investment Management
Connecticut
$129M 200
QCM
5022
Quantinno Capital Management
New York
$129M -$20.2M -13% 455
ONST
5023
Old North State Trust
North Carolina
$129M -$19.3M -13% 495
AFS
5024
Aft Forsyth & Sober
Florida
$129M +$116M +902% 61
BMA
5025
Brooks Moore & Associates
Tennessee
$129M +$13.1M +11% 93