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
FI
5126
FIDELIS iM
Oregon
$216M +$12.2M +6% 23
WMP
5127
Wealth Management Partners
Arizona
$216M -$15.8M -7% 123
HCM
5128
Hall Capital Management
Rhode Island
$216M +$1.49M +0.7% 105
DJC
5129
Daily Journal Corp
California
$216M +$6.33M +3% 4
FCP
5130
Fosse Capital Partners
United Kingdom
$216M -$54.5M -20% 3
TWM
5131
Trueblood Wealth Management
Ohio
$216M +$12.7M +6% 243
IAM
5132
Infusive Asset Management
New York
$216M -$9M -4% 42
KIG
5133
Kennedy Investment Group
New Jersey
$215M -$5.58M -3% 132
MLA
5134
MB, Levis & Associates
Pennsylvania
$215M +$15.7M +8% 296
PPWM
5135
Paragon Private Wealth Management
Kentucky
$215M -$1.31M -0.6% 196
HM
5136
Harvest Management
New York
$215M +$23.6M +12% 73
WI
5137
WJ Interests
Texas
$215M +$7.74M +4% 23
SSWM
5138
Strait & Sound Wealth Management
California
$215M -$376K -0.2% 157
NL
5139
NKCFO LLC
Illinois
$215M -$12.4M -5% 133
FFP
5140
Freedom Financial Partners
Minnesota
$215M +$7.44M +4% 79
CCM
5141
Colorado Capital Management
Colorado
$215M +$8.21M +4% 103
SPA
5142
Sherbrooke Park Advisers
New York
$215M -$98.7M -31% 988
MAS
5143
Madden Advisory Services
Florida
$215M -$835K -0.4% 101
LSC
5144
Logan Stone Capital
Illinois
$215M -$84.1M -28% 120
AIP
5145
Arrowpoint Investment Partners
Singapore
$215M +$50.4M +31% 539
MPPW
5146
Mitchell & Pahl Private Wealth
Oklahoma
$215M +$418K +0.2% 148
RI
5147
Ridgewood Investments
New Jersey
$214M +$7.33M +4% 716
SCP
5148
Sivia Capital Partners
California
$214M +$13.1M +7% 307
RC
5149
Raine Capital
New York
$214M -$88.8M -29% 3
TDWM
5150
Topel & Distasi Wealth Management
California
$214M -$19.3M -8% 79