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
SWAG
5201
Spectrum Wealth Advisory Group
California
$208M -$3.73M -2% 60
SM
5202
STF Management
Texas
$208M -$14.6M -7% 101
PFSC
5203
Peoples Financial Services Corp
Pennsylvania
$208M -$7.69M -4% 262
FCM
5204
Findell Capital Management
New York
$208M -$10.9M -5% 21
BWIA
5205
Bryant Woods Investment Advisors
New York
$208M +$1.51M +0.7% 50
PF
5206
Parker Financial
Washington
$208M +$4.33M +2% 37
RCM
5207
Ridgepath Capital Management
Tennessee
$208M -$9.19M -4% 52
SI
5208
Shaker Investments
Ohio
$208M -$31.3M -13% 109
PSA
5209
Plum Street Advisors
Louisiana
$208M +$5.04M +2% 84
TSM
5210
Two Star Manager
Florida
$208M -$6.27M -3% 18
HFP
5211
Holistic Financial Partners
Indiana
$208M +$6.14M +3% 131
5SA
5212
5th Street Advisors
Connecticut
$207M +$15.1M +8% 48
BOCM
5213
Bontempo Ohly Capital Management
Maryland
$207M +$1.9M +0.9% 42
AFS
5214
Amtrust Financial Services
New York
$207M -$14.3M -6% 15
PL
5215
Polianta Ltd
Jersey
$207M -$2.15M -1% 111
KIM
5216
Kane Investment Management
California
$207M +$28.1M +16% 108
BWG
5217
Balanced Wealth Group
Ohio
$207M -$15.9M -7% 70
FDW
5218
Fourth Dimension Wealth
Ohio
$207M +$15.2M +8% 673
EIA
5219
Eastover Investment Advisors
North Carolina
$207M -$6.86M -3% 49
FFC
5220
First Financial Corp
Indiana
$207M -$7.8M -4% 406
ACA
5221
Apis Capital Advisors
New York
$207M +$56.6M +38% 45
HCM
5222
Hahn Capital Management
California
$207M -$21.4M -9% 29
BWM
5223
Benchmark Wealth Management
Connecticut
$207M +$3.57M +2% 68
ACM
5224
Ayrshire Capital Management
Connecticut
$207M +$1.62M +0.8% 53
SILC
5225
Starr Indemnity & Liability Company
New York
$206M +$3.98M +2% 7