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
APIM
5126
Agate Pass Investment Management
Washington
$153M +$11.5M +8% 97
GB
5127
Goepper Burkhardt
South Carolina
$153M +$9.96M +7% 70
RFG
5128
Range Financial Group
Oregon
$153M +$6.06M +4% 192
AIA
5129
Acute Investment Advisory
Arizona
$153M +$5.99M +4% 22
BSI
5130
Bennett Selby Investments
Maine
$153M +$19.2M +14% 58
FSA
5131
Financial Services Advisory
Maryland
$153M -$2.33M -2% 45
HP
5132
Hartree Partners
New York
$153M +$36.1M +31% 66
TWM
5133
Trinity Wealth Management
Pennsylvania
$152M +$11.9M +8% 47
KSWA
5134
Kathleen S. Wright Associates
Pennsylvania
$152M +$4.76M +3% 209
FWA
5135
FOCUS Wealth Advisors
Texas
$152M +$7.65M +5% 65
BSAM
5136
Blue Square Asset Management
New York
$152M -$3.39M -2% 77
ATWA
5137
Arbor Trust Wealth Advisors
Michigan
$152M +$7.25M +5% 104
IW
5138
Imprint Wealth
South Carolina
$152M 158
LCM
5139
LDR Capital Management
New York
$152M -$30.6M -17% 39
ACH
5140
Axis Capital Holdings
Bermuda
$152M +$9.96M +7% 3
MSWM
5141
Mader & Shannon Wealth Management
Missouri
$152M +$532K +0.4% 17
SRWM
5142
Shira Ridge Wealth Management
California
$151M +$6.23M +4% 64
GCC
5143
Game Creek Capital
Massachusetts
$151M -$5.18M -3% 66
PIM
5144
Profit Investment Management
Maryland
$151M +$9.1M +6% 78
KFA
5145
Kelleher Financial Advisors
New York
$151M +$18.4M +14% 119
FAM
5146
Forte Asset Management
New York
$151M -$2.11M -1% 66
BWLSA
5147
Blue Water Life Science Advisors
California
$151M +$2.37M +2% 9
CWM
5148
CCG Wealth Management
California
$151M -$28.6M -16% 104
EP
5149
Elkhorn Partners
Nebraska
$151M +$5.02M +3% 50
JWBC
5150
John W. Brooker & Co
California
$151M -$1.93M -1% 67