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
CFS
5251
CGC Financial Services
Oregon
$154M 359
AWM
5252
AllSquare Wealth Management
New York
$154M -$709K -0.5% 575
FF
5253
Fluent Financial
Texas
$154M +$7.63M +5% 83
BAM
5254
Byrne Asset Management
New Jersey
$154M +$13.8M +10% 661
PWM
5255
Pacific Wealth Management
California
$154M -$1.95M -1% 28
GIS
5256
Grayhawk Investment Strategies
Alberta, Canada
$154M -$54.9M -26% 149
KCP
5257
Keyframe Capital Partners
New York
$154M -$2.9M -2% 14
PDN
5258
Pensionfund DSM Netherlands
Netherlands
$154M +$5.79M +4% 73
CAM
5259
Crown Advisors Management
California
$153M +$19.5M +15% 56
LIG
5260
Lokken Investment Group
Delaware
$153M +$21.7M +17% 137
TCM
5261
Tandem Capital Management
New Jersey
$153M +$11.4M +8% 110
BFA
5262
BMS Financial Advisors
South Dakota
$153M +$8.7M +6% 127
WMS
5263
Wealth Management Solutions
Pennsylvania
$153M -$20.4M -12% 93
GP
5264
Geneva Partners
Wisconsin
$153M +$36.4M +31% 86
QCIG
5265
Quad-Cities Investment Group
Iowa
$153M +$8.77M +6% 184
EWA
5266
Etesian Wealth Advisors
Oregon
$153M +$2.99M +2% 109
TL
5267
TowerView LLC
New York
$153M -$886K -0.6% 26
LAM
5268
Lapides Asset Management
Connecticut
$153M -$11.9M -7% 54
SOAG
5269
Silver Oak Advisory Group
Oregon
$153M +$4.15M +3% 57
TCMX
5270
Technology Crossover Management XI
California
$153M +$25.7M +20% 1
NAG
5271
Northstar Advisory Group
New Jersey
$153M +$19.3M +14% 96
CF
5272
Concorde Financial
Texas
$153M +$15.6M +11% 35
LEFP
5273
Leading Edge Financial Planning
Tennessee
$153M +$14.6M +11% 70
FS
5274
Ferguson Shapiro
Georgia
$153M +$36.3M +31% 36
GCM
5275
Gables Capital Management
Florida
$153M +$9.6M +7% 389