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
LIM
5326
Lagoda Investment Management
New York
$141M -$7.44M -5% 43
BM
5327
Brandywine Managers
Delaware
$141M +$112M +392% 49
DIS
5328
Diversified Investment Strategies
Louisiana
$141M +$11.7M +9% 49
SIAS
5329
Summit Investment Advisory Services
Minnesota
$140M +$57.9M +70% 54
WFC
5330
Western Financial Corp
California
$140M -$13.8M -9% 126
TCM
5331
Tieton Capital Management
Washington
$140M -$11M -7% 32
AWS
5332
Arkfeld Wealth Strategies
Nebraska
$140M -$11.5M -8% 77
WSWA
5333
Warren Street Wealth Advisors
California
$140M +$15.9M +13% 78
RWP
5334
Ridgecrest Wealth Partners
California
$140M +$8.66M +7% 99
HFA
5335
Harbert Fund Advisors
Alabama
$140M +$24.1M +21% 56
RFP
5336
Root Financial Partners
California
$140M 62
SC
5337
Scholtz & Company
Connecticut
$140M -$1.19M -0.8% 51
BAM
5338
Byrne Asset Management
New Jersey
$140M +$2M +1% 663
TCPG
5339
Trivant Custom Portfolio Group
California
$140M 208
PHM
5340
Prospect Hill Management
New Jersey
$140M +$27.9M +25% 16
TGI
5341
TRV GP IV
Massachusetts
$140M -$95.3M -41% 5
MAM
5342
MMA Asset Management
Pennsylvania
$140M +$17.2M +14% 103
IIA
5343
Integral Investment Advisors
California
$140M +$10.7M +8% 86
MFG
5344
Monumental Financial Group
Maryland
$140M +$15.8M +13% 79
SCI
5345
Stableford Capital II
Arizona
$140M -$44.8M -24% 171
SFG
5346
Sowa Financial Group
Rhode Island
$140M +$5.75M +4% 36
RGF
5347
Retirement Guys Formula
Ohio
$140M +$17.7M +14% 125
FGI
5348
Foresight Global Investors
New York
$140M 34
CPSC
5349
Carl P. Sherr & Co
Massachusetts
$140M +$7.81M +6% 116
CRAM
5350
Compass Rose Asset Management
New York
$140M 4