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
VM
5126
Valor Management
Illinois
$238M -$2.44M -1% 4
IFPG
5127
Intrepid Financial Planning Group
Indiana
$238M +$22M +10% 126
CAM
5128
CPA Asset Management
Florida
$238M +$10.7M +5% 86
AIM
5129
Aspen Investment Management
Michigan
$238M +$20.9M +10% 157
CA
5130
Cumberland Advisors
Florida
$238M +$17.1M +8% 51
W
5131
WorthPointe
California
$238M +$18.6M +8% 105
PVM
5132
Palogic Value Management
Texas
$238M +$10.5M +5% 174
RFMS
5133
RWQ Financial Management Services
Florida
$238M +$86.6M +57% 32
VU
5134
Valence8 US
Massachusetts
$238M +$24.3M +11% 14
FZCM
5135
Flynn Zito Capital Management
New York
$238M +$19.7M +9% 133
MP
5136
Mediatel Partners
Texas
$237M -$6.26M -3% 3
PIAS
5137
PCA Investment Advisory Services
Ohio
$237M +$48.2M +25% 51
SST
5138
S Squared Technology
New York
$237M +$41.9M +21% 36
FFP
5139
Freedom Financial Partners
Minnesota
$237M +$22.5M +10% 80
EI
5140
eCIO Inc
Wisconsin
$237M -$61.7M -21% 507
CWA
5141
Consilium Wealth Advisory
Texas
$237M +$37.6M +19% 101
SM
5142
Samjo Management
New York
$237M +$1.11M +0.5% 60
T
5143
Transce3nd
Texas
$237M +$12.9M +6% 1,298
LODC
5144
Lanham O'Dell & Company
West Virginia
$237M +$64.3M +37% 41
FDW
5145
Fourth Dimension Wealth
Ohio
$237M +$29.9M +14% 659
HCM
5146
Hall Capital Management
Rhode Island
$237M +$20.9M +10% 96
AWM
5147
Act Wealth Management
Texas
$237M +$15.7M +7% 58
TWCM
5148
True Wind Capital Management
California
$236M -$53.7M -19% 2
DI
5149
Disciplined Investments
Oklahoma
$236M +$18.6M +9% 130
MPAM
5150
Murphy Pohlad Asset Management
Minnesota
$236M +$638K +0.3% 124