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
APC
5501
Aristotle Pacific Capital
California
$140M +$26.6M +23% 19
MVP
5502
Medina Value Partners
California
$140M 18
OFG
5503
OTA Financial Group
New York
$140M +$57.4M +69% 121
CIA
5504
Cohen Investment Advisors
New Hampshire
$140M +$9.88M +8% 79
BFM
5505
Broadview Financial Management
Wisconsin
$140M +$11M +8% 48
SCM
5506
Solas Capital Management
Connecticut
$140M -$3.4M -2% 30
LIG
5507
Lokken Investment Group
Delaware
$140M +$14.1M +11% 141
RVM
5508
RiverVest Venture Management
Missouri
$140M -$455M -76% 6
SA
5509
swisspartners Advisors
Switzerland
$140M -$2.42M -2% 33
EM
5510
ELCO Management
New York
$140M +$9.91M +8% 150
CWP
5511
Corepath Wealth Partners
Arizona
$140M +$9.51M +7% 41
SCA
5512
Strategic Capital Advisers
Colorado
$140M +$11.2M +9% 62
MFG
5513
Monumental Financial Group
Maryland
$140M +$14.4M +11% 23
CI
5514
CPR Investments
Michigan
$139M 71
PFWA
5515
Paces Ferry Wealth Advisors
Georgia
$139M +$14.2M +11% 124
SIM
5516
Spark Investment Management
New York
$139M -$33.3M -19% 35
ONST
5517
Old North State Trust
North Carolina
$139M +$27.1M +24% 360
SFP
5518
Strategic Financial Planning
Texas
$139M +$2.59M +2% 35
IIA
5519
Integral Investment Advisors
California
$139M 89
TC
5520
Tatro Capital
Kentucky
$139M +$11.2M +9% 103
ACM
5521
Alamar Capital Management
California
$139M +$10M +8% 72
WHAM
5522
Windmill Hill Asset Management
United Kingdom
$139M 10
PSC
5523
Piper Sandler & Co
Minnesota
$139M +$65.3M +89% 37
PWS
5524
Precision Wealth Strategies
Missouri
$139M +$9.4M +7% 136
BWG
5525
Beta Wealth Group
California
$139M $0 0% 60