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
VBA
5676
von Borstel & Associates
Oregon
$177M 36
LM
5677
Luminus Management
Texas
$176M +$22.8M +15% 25
PPW
5678
PACK Private Wealth
Minnesota
$176M +$15.5M +10% 43
BFA
5679
Brendel Financial Advisors
New Hampshire
$176M +$19.1M +12% 100
BCM
5680
Brigade Capital Management
New York
$176M +$57.8M +49% 20
DA
5681
Dover Advisors
Virginia
$176M +$14.5M +9% 137
WFC
5682
Western Financial Corp
California
$176M +$10.7M +6% 132
SWM
5683
Shelton Wealth Management
Texas
$176M +$9M +5% 129
NA
5684
NVP Associates
California
$176M +$84.9M +93% 8
WCM
5685
Westerly Capital Management
California
$176M -$8M -4% 51
WM
5686
Whitford Management
New York
$176M +$4.13M +2% 18
OCM
5687
Orleans Capital Management
Louisiana
$176M +$18.7M +12% 100
AWM
5688
AllSquare Wealth Management
New York
$176M +$9.39M +6% 551
MWM
5689
Mittelman Wealth Management
Massachusetts
$176M +$21.7M +14% 74
TWM
5690
Triton Wealth Management
Arizona
$176M +$4.83M +3% 90
PSFG
5691
Prairie Sky Financial Group
Illinois
$176M +$14.9M +9% 86
EC
5692
EntryPoint Capital
New York
$176M +$107M +157% 1,234
MWA
5693
MN Wealth Advisors
Kansas
$176M +$3.46M +2% 107
SERBOO
5694
School Employees Retirement Board of Ohio
Ohio
$176M +$57.2M +48% 6
BF
5695
Brogan Financial
Tennessee
$176M +$17M +11% 53
RAM
5696
RedJay Asset Management
Ontario, Canada
$176M +$26.1M +17% 25
NI
5697
NCP Inc
California
$175M +$17.4M +11% 143
AIM
5698
Athena Investment Management
California
$175M +$10.5M +6% 152
CF
5699
CNA Financial
Illinois
$175M -$3.48M -2% 14
SC
5700
Seldon Capital
California
$175M -$7.8M -4% 70