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
BI
5101
Berkeley Inc
Idaho
$124M 78
KWP
5102
Keystone Wealth Partners
Arizona
$124M 27
SA
5103
Sunesis Advisors
Kansas
$124M +$11.2M +10% 32
LFA
5104
Legend Financial Advisors
Pennsylvania
$123M -$3.01M -2% 35
PD
5105
Planning Directions
Pennsylvania
$123M +$9.88M +9% 61
PWM
5106
Peterson Wealth Management
Nevada
$123M +$10.3M +9% 44
GAM
5107
Geier Asset Management
Maryland
$123M 81
CWM
5108
Concentrum Wealth Management
California
$123M +$18.1M +17% 49
VCA
5109
VIEX Capital Advisors
Florida
$123M +$21.7M +21% 19
ER
5110
EVR Research
Virginia
$122M 18
BC
5111
Breakline Capital
New York
$122M +$27.7M +29% 54
FLSMF
5112
Fundsmith Long/Short Master Fund
Cayman Islands
$122M 29
RB
5113
Renasant Bank
Mississippi
$122M 186
JI
5114
Jeereddi Investments
California
$122M +$19.4M +19% 52
FA
5115
Financial Avengers
California
$122M 165
CWM
5116
Chronos Wealth Management
Florida
$122M +$10.7M +10% 41
EWP
5117
Engrave Wealth Partners
Texas
$122M +$18.6M +18% 59
CMBA
5118
C.M. Bidwell & Associates
Hawaii
$122M +$13.2M +12% 561
TCM
5119
Taal Capital Management
Massachusetts
$122M +$19.7M +19% 20
MCA
5120
Morris Capital Advisors
Pennsylvania
$122M +$8.46M +7% 60
QCIG
5121
Quad-Cities Investment Group
Iowa
$122M +$17M +16% 175
PC
5122
Plaisance Capital
Colorado
$122M +$57.9M +91% 49
POIA
5123
Pin Oak Investment Advisors
Texas
$122M +$17.7M +17% 433
NFSG
5124
Newbridge Financial Services Group
Florida
$121M +$20M +20% 1,186
CCM
5125
Chiron Capital Management
Florida
$121M -$2.69M -2% 515