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
PSF
5226
Pacific Sun Financial
California
$142M -$485K -0.3% 180
AGAM
5227
Avalon Global Asset Management
California
$142M -$18.3M -11% 30
SIAG
5228
Signet Investment Advisory Group
Rhode Island
$142M +$12.8M +10% 69
SWP
5229
ShoreHaven Wealth Partners
New Jersey
$142M +$10.9M +8% 84
SOAG
5230
Silver Oak Advisory Group
Oregon
$142M +$8.44M +6% 58
ACM
5231
Adalta Capital Management
New York
$142M +$2.58M +2% 97
RWM
5232
Ruedi Wealth Management
Illinois
$142M 241
BC
5233
Birchview Capital
Vermont
$142M -$445K -0.3% 63
MMC
5234
Mainsail Management Company
Texas
$142M 2
HV
5235
HST Ventures
Utah
$142M -$7.21M -5% 47
DFS
5236
Dixon Fnancial Services
California
$142M +$14.3M +11% 24
UOMF
5237
University of Massachusetts Foundation
Massachusetts
$141M +$11.5M +9% 4
PFG
5238
Pinnacle Financial Group
Illinois
$141M +$25.9M +22% 68
APIM
5239
Agate Pass Investment Management
Washington
$141M +$10.3M +8% 95
SW
5240
StrongBox Wealth
Missouri
$141M +$3.4M +2% 85
CCP
5241
Cunning Capital Partners
North Carolina
$141M +$15.1M +12% 83
SC
5242
Scholtz & Company
Connecticut
$141M +$1.24M +0.9% 52
SL
5243
SIB LLC
New York
$141M +$9.99M +8% 18
NECFA
5244
New England Capital Financial Advisors
Connecticut
$141M 442
SFG
5245
Socha Financial Group
New York
$141M +$24.5M +21% 23
CHA
5246
Cooper/Haims Advisors
New York
$141M +$20.2M +17% 77
GIA
5247
Goodwin Investment Advisory
Georgia
$141M +$8.78M +7% 246
BC
5248
Bullfrog Capital
California
$141M -$28.7M -17% 3
TLA
5249
Tanglewood Legacy Advisors
Texas
$141M 247
LB
5250
Legacy Bridge
Iowa
$141M +$15.3M +12% 306