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
PWS
5126
Peterson Wealth Services
Utah
$163M +$11.9M +8% 95
BCM
5127
Birch Capital Management
Texas
$163M -$4.21M -3% 85
CF
5128
Concorde Financial
Texas
$163M +$3.55M +2% 145
CC
5129
Codex Capital
New York
$163M -$29.7M -15% 42
SL
5130
SIB LLC
New York
$163M -$30.3M -16% 19
PWM
5131
PBMares Wealth Management
Virginia
$162M -$73.2M -31% 163
AC
5132
AWM Capital
Arizona
$162M +$30.8M +23% 64
WF
5133
Whelan Financial
California
$162M +$1.25M +0.8% 25
BP
5134
BCK Partners
New York
$162M -$4.75M -3% 29
BMC
5135
Beaton Management Company
Massachusetts
$162M -$5.62M -3% 149
PIM
5136
Profit Investment Management
Maryland
$162M +$2.94M +2% 84
FIM
5137
FWL Investment Management
Texas
$162M -$1.77M -1% 58
LFP
5138
Leeward Financial Partners
Washington
$162M +$1.91M +1% 76
IPW
5139
IronBridge Private Wealth
Texas
$162M -$30.3M -16% 323
GP
5140
Geneva Partners
Wisconsin
$162M -$49.2M -23% 122
MCM
5141
McMillion Capital Management
North Carolina
$162M -$23.4M -13% 82
CI
5142
Cordant Inc
Oregon
$161M -$9.17M -5% 1,429
MA
5143
MBA Advisors
Pennsylvania
$161M +$81K +0.1% 160
DC
5144
Dryden Capital
Florida
$161M +$21.4M +15% 59
WB
5145
West Bancorporation
Iowa
$161M +$34M +27% 345
FCM
5146
FourWorld Capital Management
New York
$161M 18
HLC
5147
Hunt Lane Capital
New York
$161M -$83M -34% 23
SIS
5148
SVB Investment Services
Utah
$161M +$10.8M +7% 44
DACS
5149
Dymon Asia Capital (Singapore)
Singapore
$161M -$2.31M -1% 117
RH
5150
RFG Holdings
Texas
$161M -$29.8M -16% 34