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
STC
5401
Sarah T. Connolly
$122M -$896K -0.7% 96
BFA
5402
Brown Financial Advisory
Alabama
$121M +$1.41M +1% 26
BMD
5403
Better Money Decisions
New Mexico
$121M +$9.51M +9% 668
PCC
5404
Park Circle Company
Maryland
$121M -$4.13M -3% 119
DAM
5405
Diamant Asset Management
Connecticut
$121M 67
FMC
5406
FTV Management Company
California
$121M 1
AG
5407
AlphaSimPlex Group
Massachusetts
$121M -$79.4M -40% 279
BI
5408
Blooom Inc
Kansas
$121M -$13.4M -10% 52
CCMW
5409
Cypress Capital Management (Wyoming)
Wyoming
$121M -$8.7M -7% 328
CRIG
5410
Charter Research & Investment Group
Connecticut
$121M -$155K -0.1% 83
TF
5411
Threadgill Financial
Texas
$120M 47
BDFN
5412
Bond & Devick Financial Network
Minnesota
$120M -$882K -0.7% 111
RCM
5413
Rain Capital Management
Oregon
$120M -$12.4M -9% 50
EGP
5414
Emergence GP Partners
California
$120M 3
SWA
5415
Sightline Wealth Advisors
Connecticut
$120M -$806K -0.7% 55
SMF
5416
Sterling Manor Financial
New York
$120M -$5.09M -4% 100
PWM
5417
Pacific Wealth Management
California
$120M +$1.7M +1% 9
ECP
5418
Elemental Capital Partners
California
$120M -$1.73M -1% 10
SWA
5419
Safir Wealth Advisors
New Hampshire
$120M +$1.68M +1% 15
CGFI
5420
Cypress Growth Fund III
California
$119M -$833K -0.7% 33
SM
5421
Saya Management
New York
$119M -$11M -8% 15
CFAM
5422
Center For Asset Management
Florida
$119M +$2.87M +2% 111
SMC
5423
S. Muoio & Co
New York
$119M +$588K +0.5% 133
CIM
5424
Courant Investment Management
Tennessee
$119M -$571K -0.5% 11
HCM
5425
Highline Capital Management
New York
$118M +$2.57M +2% 19