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
FP
5326
Factorial Partners
New York
$151M +$4.08M +3% 102
MA
5327
Mangham Associates
Virginia
$151M -$4.25M -3% 8
RCM
5328
Rutabaga Capital Management
Massachusetts
$151M -$55.5M -27% 54
PWS
5329
Peterson Wealth Services
Utah
$151M 87
GPA
5330
Garrison Point Advisors
California
$151M +$13.1M +10% 157
ACM
5331
Ardent Capital Management
Ohio
$151M 28
SIS
5332
SVB Investment Services
Utah
$150M +$406K +0.3% 39
TWS
5333
Thomas W. Smith
$150M +$4.94M +3% 8
WAM
5334
WealthTrust Asset Management
Florida
$150M +$38M +34% 81
SFS
5335
Solitude Financial Services
Virginia
$150M +$5.11M +4% 43
BI
5336
Berkeley Inc
Idaho
$150M +$14.4M +11% 94
PM
5337
Prosight Management
Texas
$150M -$20.7M -12% 53
PD
5338
Planning Directions
Pennsylvania
$150M +$12.8M +9% 78
CCFM
5339
Cohen & Co Financial Management
New York
$150M -$81.9M -35% 189
BAM
5340
Beaumont Asset Management
Texas
$150M +$15.7M +12% 71
BOM
5341
Bank of Marin
California
$150M +$13.4M +10% 127
CAMV
5342
Concord Asset Management (Virginia)
Virginia
$150M 46
HPCM
5343
High Pointe Capital Management
Illinois
$150M +$23.5M +19% 97
ORC
5344
O'Rourke & Company
Massachusetts
$150M 119
RDFA
5345
Ritter Daniher Financial Advisory
Ohio
$150M +$13.3M +10% 260
LI
5346
Latigo Investments
Florida
$150M 16
PWM
5347
Peterson Wealth Management
Nevada
$150M +$20.7M +16% 61
BEW
5348
Burton Enright Welch
California
$149M 58
CCM
5349
Clearfield Capital Management
New York
$149M +$58.9M +65% 7
HLCM
5350
Hickory Lane Capital Management
New York
$149M +$11.7M +9% 37