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
SIS
5101
SVB Investment Services
Utah
$150M +$24.4M +19% 38
AWAM
5102
Appian Way Asset Management
New York
$150M -$43.4M -22% 76
CWAF
5103
Core Wealth Advisors (Florida)
Florida
$150M +$36.5M +32% 216
MJB
5104
Mark J. Bradley
$150M +$2.19M +1% 51
WCM
5105
Washburn Capital Management
Florida
$150M +$2.21M +2% 59
KLC
5106
Knowledge Leaders Capital
Colorado
$149M +$23.8M +19% 151
GC
5107
Grace Capital
Massachusetts
$149M -$7.9M -5% 214
CCM
5108
Cox Capital Management
Massachusetts
$149M +$4.89M +3% 83
AC
5109
Apogem Capital
New York
$149M +$6.1M +4% 212
NWA
5110
New World Advisors
Massachusetts
$149M -$32.9M -18% 109
PWM
5111
Palumbo Wealth Management
New York
$149M +$16.4M +12% 107
OCPWS
5112
One Charles Private Wealth Services
Massachusetts
$149M +$128M +614% 107
IA
5113
IFS Advisors
Kansas
$149M +$21.1M +17% 29
AFR
5114
Applied Fundamental Research
Massachusetts
$149M +$30.3M +26% 12
CCM
5115
Colorado Capital Management
Colorado
$149M +$8.66M +6% 74
BCM
5116
Brightline Capital Management
Florida
$149M +$370K +0.2% 15
UBG
5117
United Bank (Georgia)
Georgia
$148M +$5.97M +4% 85
CWA
5118
Carolina Wealth Advisors
South Carolina
$148M +$11.4M +8% 337
BFA
5119
Bluestem Financial Advisors
Illinois
$148M +$7.88M +6% 27
NFG
5120
Norris Financial Group
South Carolina
$148M +$12.1M +9% 98
EGVF
5121
ESA Global Value Fund
Cayman Islands
$148M +$18.3M +14% 5
FP
5122
Factorial Partners
New York
$148M +$5.7M +4% 112
HFS
5123
HBC Financial Services
Washington
$148M +$2.93M +2% 209
OPAM
5124
Olympus Peak Asset Management
Connecticut
$148M +$111M +296% 18
RA
5125
RiverTree Advisors
Florida
$148M +$5.09M +4% 46