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
KFA
5401
Kelleher Financial Advisors
New York
$133M -$6.45M -5% 126
TCM
5402
Tao Capital Management
California
$133M -$19.6M -13% 19
SW
5403
SMART Wealth
Nebraska
$133M 84
SAM
5404
S.A. Mason
Michigan
$133M +$6.37M +5% 329
NIMC
5405
Nierenberg Investment Management Company
Washington
$133M +$12.4M +10% 43
FD
5406
Financial Designs
California
$133M 15
TS
5407
True Signal
New York
$133M 74
MA
5408
MKT Advisors
California
$133M +$17.7M +15% 148
MWA
5409
Moser Wealth Advisors
Washington
$133M +$4.68M +4% 158
HWM
5410
HighMark Wealth Management
Minnesota
$133M +$15.5M +13% 573
SV
5411
Stilwell Value
New York
$133M -$6.82M -5% 42
AWM
5412
Aberdeen Wealth Management
Illinois
$133M +$19M +17% 168
RB
5413
Renasant Bank
Mississippi
$132M +$19.1M +17% 194
BI
5414
Berkeley Inc
Idaho
$132M +$13.7M +12% 82
PM
5415
Pharo Management
New York
$132M 5
VU
5416
Valence8 US
Massachusetts
$132M 12
FIM
5417
FWL Investment Management
Texas
$132M +$18.9M +17% 206
CBT
5418
CoreFirst Bank & Trust
Kansas
$132M +$15.9M +14% 418
DADR
5419
Dynamo Administracao de Recursos
Brazil
$132M -$74M -36% 9
WPW
5420
Watershed Private Wealth
Illinois
$132M 78
KCM
5421
Kennicott Capital Management
California
$132M +$7.48M +6% 42
TFA
5422
Tranquilli Financial Advisor
New Jersey
$132M +$5.55M +4% 84
WCM
5423
Wisconsin Capital Management
Wisconsin
$132M +$3.91M +3% 51
CPSC
5424
Carl P. Sherr & Co
Massachusetts
$132M +$6.34M +5% 121
RWP
5425
Ridgecrest Wealth Partners
California
$132M +$9.06M +7% 104