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
BSI
5301
Bennett Selby Investments
Maine
$133M +$8.24M +7% 58
LA
5302
Latitude Advisors
Florida
$133M +$12.3M +10% 171
PFG
5303
Pacific Financial Group
Washington
$133M +$21.8M +20% 54
RCM
5304
Rain Capital Management
Oregon
$133M +$5.02M +4% 101
PP
5305
Patron Partners
Texas
$133M +$12.9M +11% 175
CWA
5306
Choice Wealth Advisors
Maine
$133M +$13.7M +11% 26
MA
5307
Menlo Advisors
California
$133M -$9.49M -7% 30
FCMT
5308
Founders Capital Management (Texas)
Texas
$133M +$10.5M +9% 404
EM
5309
ELCO Management
New York
$133M +$7.45M +6% 154
KFA
5310
Kelleher Financial Advisors
New York
$133M -$6.45M -5% 126
TCM
5311
Tao Capital Management
California
$133M -$19.6M -13% 19
SW
5312
SMART Wealth
Nebraska
$133M 84
SAM
5313
S.A. Mason
Michigan
$133M +$6.37M +5% 329
NIMC
5314
Nierenberg Investment Management Company
Washington
$133M +$12.4M +10% 43
MA
5315
MKT Advisors
California
$133M +$17.7M +15% 148
MWA
5316
Moser Wealth Advisors
Washington
$133M +$4.68M +4% 158
HWM
5317
HighMark Wealth Management
Minnesota
$133M +$15.5M +13% 573
SV
5318
Stilwell Value
New York
$133M -$6.82M -5% 42
AWM
5319
Aberdeen Wealth Management
Illinois
$133M +$19M +17% 168
RB
5320
Renasant Bank
Mississippi
$132M +$19.1M +17% 194
BI
5321
Berkeley Inc
Idaho
$132M +$13.7M +12% 82
PM
5322
Pharo Management
New York
$132M 5
VU
5323
Valence8 US
Massachusetts
$132M 12
FIM
5324
FWL Investment Management
Texas
$132M +$18.9M +17% 206
CBT
5325
CoreFirst Bank & Trust
Kansas
$132M +$15.9M +14% 418