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
SST
5051
S Squared Technology
New York
$263M +$25.7M +11% 41
BTIM
5052
BancFirst Trust & Investment Management
Oklahoma
$263M +$47.1M +22% 43
AWM
5053
Avaii Wealth Management
Wisconsin
$263M +$37.9M +17% 157
APIM
5054
Agate Pass Investment Management
Washington
$263M +$19.3M +8% 108
RAM
5055
RJA Asset Management
Connecticut
$263M -$27.8M -10% 4
FFP
5056
Freedom Financial Partners
Minnesota
$262M +$25.2M +11% 84
PPA
5057
Painted Porch Advisors
California
$262M +$18.7M +8% 513
IFPG
5058
Intrepid Financial Planning Group
Indiana
$262M +$24.4M +10% 134
GIM
5059
Goodlander Investment Management
Texas
$262M +$18.7M +8% 17
DJC
5060
Daily Journal Corp
California
$262M +$26.9M +11% 4
FDW
5061
Fourth Dimension Wealth
Ohio
$262M +$25.4M +11% 616
PW
5062
Potentia Wealth
California
$262M +$86.6M +49% 96
BWM
5063
Biltmore Wealth Management
Arizona
$262M +$14.9M +6% 60
SIM
5064
Synergy Investment Management
Florida
$262M +$95.9M +58% 129
SM
5065
Samjo Management
New York
$262M +$24.8M +10% 64
DCC
5066
Dow Chemical Company
Michigan
$262M +$24M +10% 7
LCM
5067
Lunt Capital Management
Utah
$262M +$259K +0.1% 95
JIC
5068
Juniper Investment Company
New York
$261M +$18.8M +8% 11
TIA
5069
Tiemann Investment Advisors
California
$261M +$17.3M +7% 210
AA
5070
Altman Advisors
Illinois
$261M +$16.6M +7% 98
SCPM
5071
Sea Cliff Partners Management
California
$261M -$32M -11% 16
S
5072
ShariaPortfolio
Florida
$261M +$27.8M +12% 25
CRAM
5073
Compass Rose Asset Management
New York
$261M -$9.97M -4% 29
AF
5074
Aegis Financial
Virginia
$261M +$91.4M +54% 27
HCM
5075
Harspring Capital Management
New York
$261M -$23M -8% 17