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
BFM
5501
Broadview Financial Management
Wisconsin
$140M +$11M +8% 48
SCM
5502
Solas Capital Management
Connecticut
$140M -$3.4M -2% 30
LIG
5503
Lokken Investment Group
Delaware
$140M +$14.1M +11% 141
RVM
5504
RiverVest Venture Management
Missouri
$140M -$455M -76% 6
SA
5505
swisspartners Advisors
Switzerland
$140M -$2.42M -2% 33
EM
5506
ELCO Management
New York
$140M +$9.91M +8% 150
CWP
5507
Corepath Wealth Partners
Arizona
$140M +$9.51M +7% 41
SCA
5508
Strategic Capital Advisers
Colorado
$140M +$11.2M +9% 62
MFG
5509
Monumental Financial Group
Maryland
$140M +$14.4M +11% 23
CI
5510
CPR Investments
Michigan
$139M 71
PFWA
5511
Paces Ferry Wealth Advisors
Georgia
$139M +$14.2M +11% 124
SIM
5512
Spark Investment Management
New York
$139M -$33.3M -19% 35
ONST
5513
Old North State Trust
North Carolina
$139M +$27.1M +24% 360
SFP
5514
Strategic Financial Planning
Texas
$139M +$2.59M +2% 35
IIA
5515
Integral Investment Advisors
California
$139M 89
TC
5516
Tatro Capital
Kentucky
$139M +$11.2M +9% 103
ACM
5517
Alamar Capital Management
California
$139M +$10M +8% 72
WHAM
5518
Windmill Hill Asset Management
United Kingdom
$139M 10
PSC
5519
Piper Sandler & Co
Minnesota
$139M +$65.3M +89% 37
PWS
5520
Precision Wealth Strategies
Missouri
$139M +$9.4M +7% 136
BWG
5521
Beta Wealth Group
California
$139M $0 0% 60
YAVAPFMC
5522
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$139M +$11.4M +9% 55
MSDF
5523
Michael & Susan Dell Foundation
New York
$139M -$10M -7% 3
CCM
5524
Chiron Capital Management
Florida
$139M +$1.42M +1% 117
ACM
5525
ACT Capital Management
Pennsylvania
$138M -$54.6M -28% 122