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
CWP
5001
Concord Wealth Partners
Virginia
$130M 700
RC
5002
Roubaix Capital
Colorado
$130M +$44.8M +53% 75
BA
5003
Ballew Advisors
Mississippi
$130M +$11.7M +10% 117
PFMU
5004
Privium Fund Management (UK)
United Kingdom
$130M 46
FWA
5005
FOCUS Wealth Advisors
Texas
$130M 35
WA
5006
WESPAC Advisors
California
$130M +$48.8M +60% 163
MFP
5007
Meridian Financial Partners
Virginia
$129M +$10.8M +9% 67
TCM
5008
Tuttle Capital Management
Connecticut
$129M -$15.7M -11% 267
KA
5009
Kozak & Associates
Colorado
$129M 70
SIM
5010
SummerHaven Investment Management
Connecticut
$129M 200
QCM
5011
Quantinno Capital Management
New York
$129M -$20.2M -13% 455
ONST
5012
Old North State Trust
North Carolina
$129M -$19.3M -13% 495
AFS
5013
Aft Forsyth & Sober
Florida
$129M +$116M +902% 61
BMA
5014
Brooks Moore & Associates
Tennessee
$129M +$13.1M +11% 93
FI
5015
Financial Insights
Washington
$129M +$11.6M +10% 81
HP
5016
Harvey Partners
New York
$129M +$52.8M +69% 55
LFASL
5017
Lugano Financial Advisors SA (LFA)
Switzerland
$129M +$21.5M +20% 117
HFS
5018
HBC Financial Services
Washington
$129M +$10.3M +9% 210
ACH
5019
Axis Capital Holdings
Bermuda
$129M +$19M +17% 3
BEI
5020
Benjamin Edwards Inc
Missouri
$129M +$7.86M +6% 394
AWM
5021
Altus Wealth Management
Kentucky
$129M +$20.1M +19% 35
SIS
5022
SVB Investment Services
Utah
$129M +$10.8M +9% 65
SAM
5023
Shone Asset Management
California
$129M +$16.6M +15% 42
LAI
5024
Legal Advantage Investments
California
$128M 96
KP
5025
Kuvari Partners
United Kingdom
$128M 6