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
CCM
5101
Cox Capital Management
Massachusetts
$149M +$4.89M +3% 83
AC
5102
Apogem Capital
New York
$149M +$6.1M +4% 212
NWA
5103
New World Advisors
Massachusetts
$149M -$32.9M -18% 109
PWM
5104
Palumbo Wealth Management
New York
$149M +$16.4M +12% 107
OCPWS
5105
One Charles Private Wealth Services
Massachusetts
$149M +$128M +614% 107
IA
5106
IFS Advisors
Kansas
$149M +$21.1M +17% 29
AFR
5107
Applied Fundamental Research
Massachusetts
$149M +$30.3M +26% 12
CCM
5108
Colorado Capital Management
Colorado
$149M +$8.66M +6% 74
BCM
5109
Brightline Capital Management
Florida
$149M +$370K +0.2% 15
UBG
5110
United Bank (Georgia)
Georgia
$148M +$5.97M +4% 85
CWA
5111
Carolina Wealth Advisors
South Carolina
$148M +$11.4M +8% 337
BFA
5112
Bluestem Financial Advisors
Illinois
$148M +$7.88M +6% 27
EGVF
5113
ESA Global Value Fund
Cayman Islands
$148M +$18.3M +14% 5
FP
5114
Factorial Partners
New York
$148M +$5.7M +4% 112
HFS
5115
HBC Financial Services
Washington
$148M +$2.93M +2% 209
OPAM
5116
Olympus Peak Asset Management
Connecticut
$148M +$111M +296% 18
RA
5117
RiverTree Advisors
Florida
$148M +$5.09M +4% 46
SC
5118
Samjo Capital
New York
$148M +$12.9M +10% 22
BSI
5119
Bennett Selby Investments
Maine
$148M +$19.1M +15% 56
BCP
5120
Blackhawk Capital Partners
Wisconsin
$148M +$14.8M +11% 112
FA
5121
Financial Avengers
California
$148M +$14.1M +11% 162
WDG
5122
Wealth Dimensions Group
Ohio
$147M +$18.7M +15% 123
VFA
5123
Values First Advisors
Tennessee
$147M +$12M +9% 158
BCM
5124
Birch Capital Management
Texas
$147M +$11.5M +8% 83
LIA
5125
LSP Investment Advisors
New York
$147M +$9.41M +7% 9