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
TRIA
5126
Trail Ridge Investment Advisors
Colorado
$163M -$3.71M -2% 142
SCM
5127
Spreng Capital Management
Ohio
$163M -$10.8M -6% 111
GWCM
5128
Godshalk Welsh Capital Management
Pennsylvania
$163M -$12.9M -7% 119
PWS
5129
Peterson Wealth Services
Utah
$163M +$11.9M +8% 95
SAMC
5130
Spectrum Asset Management (Connecticut)
Connecticut
$163M 8
BCM
5131
Birch Capital Management
Texas
$163M -$4.21M -3% 85
CF
5132
Concorde Financial
Texas
$163M +$3.55M +2% 145
CC
5133
Codex Capital
New York
$163M -$29.7M -15% 42
SL
5134
SIB LLC
New York
$163M -$30.3M -16% 19
PWM
5135
PBMares Wealth Management
Virginia
$162M -$73.2M -31% 163
AC
5136
AWM Capital
Arizona
$162M +$30.8M +23% 64
WF
5137
Whelan Financial
California
$162M +$1.25M +0.8% 25
BP
5138
BCK Partners
New York
$162M -$4.75M -3% 29
BMC
5139
Beaton Management Company
Massachusetts
$162M -$5.62M -3% 149
PIM
5140
Profit Investment Management
Maryland
$162M +$2.94M +2% 84
FIM
5141
FWL Investment Management
Texas
$162M -$1.77M -1% 58
LFP
5142
Leeward Financial Partners
Washington
$162M +$1.91M +1% 76
IPW
5143
IronBridge Private Wealth
Texas
$162M -$30.3M -16% 323
GP
5144
Geneva Partners
Wisconsin
$162M -$49.2M -23% 122
MCM
5145
McMillion Capital Management
North Carolina
$162M -$23.4M -13% 82
CI
5146
Cordant Inc
Oregon
$161M -$9.17M -5% 1,429
MA
5147
MBA Advisors
Pennsylvania
$161M +$81K +0.1% 160
DC
5148
Dryden Capital
Florida
$161M +$21.4M +15% 59
WB
5149
West Bancorporation
Iowa
$161M +$34M +27% 345
HLC
5150
Hunt Lane Capital
New York
$161M -$83M -34% 23