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
UOMF
5501
University of Massachusetts Foundation
Massachusetts
$116M +$41M +54% 5
PFA
5502
Peak Financial Advisors
Colorado
$116M -$2.35M -2% 86
KCM
5503
KLK Capital Management
California
$116M 57
ACA
5504
Apis Capital Advisors
New York
$116M +$6.13M +6% 53
PWS
5505
Precision Wealth Strategies
Missouri
$116M +$12.3M +12% 122
MWM
5506
MTC Wealth Management
Florida
$116M -$120M -51% 14
CFAM
5507
Center For Asset Management
Florida
$116M +$11.6M +11% 108
BWA
5508
Beam Wealth Advisors
Louisiana
$116M +$3.72M +3% 149
CCI
5509
Credit Capital Investments
New Jersey
$116M +$26.9M +30% 34
HCM
5510
Highline Capital Management
New York
$116M -$20.8M -15% 22
CSM
5511
CAMG Solamere Management
North Carolina
$116M +$103K +0.1% 89
LR
5512
Library Research
Hong Kong
$116M -$6.75M -6% 7
FP
5513
Fiduciary Planning
Florida
$116M +$49.6M +75% 298
CCM
5514
Cephei Capital Management
Hong Kong
$116M +$8.9M +8% 4
RAM
5515
RK Asset Management
Michigan
$116M +$3.66M +3% 16
GWAM
5516
Guardian Wealth Advisors (Minnesota)
Minnesota
$116M +$7.62M +7% 68
WAM
5517
WealthTrust Asset Management
Florida
$115M 75
ASA
5518
Armstrong Shaw Associates
Connecticut
$115M +$5.73M +5% 44
SCA
5519
Sippican Capital Advisors
Massachusetts
$115M +$6.71M +6% 115
LWP
5520
Laurel Wealth Planning
Minnesota
$115M +$5.39M +5% 147
UAM
5521
Unison Asset Management
Florida
$115M +$6.48M +6% 27
JC
5522
Jetstream Capital
Tennessee
$115M +$29.7M +35% 29
BCPWM
5523
Bradley & Co Private Wealth Management
Florida
$115M +$6.25M +6% 178
4WM
5524
4J Wealth Management
Virginia
$115M +$7.04M +7% 79
ACM
5525
Alamar Capital Management
California
$115M +$10.6M +10% 58