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
PK
5676
Pflug Koory
Nebraska
$180M -$18M -9% 399
SAM
5677
Sequent Asset Management
Texas
$180M -$23.6M -12% 89
GAAM
5678
Guinness Atkinson Asset Management
California
$180M -$16.6M -8% 86
FF
5679
Finley Financial
Nevada
$179M -$12.7M -7% 123
HWM
5680
Howard Wealth Management
Connecticut
$179M -$5.41M -3% 121
HFS
5681
Horizon Financial Services
North Carolina
$179M +$1.59M +0.9% 373
DWA
5682
Delap Wealth Advisory
Oregon
$179M +$12M +7% 84
DC
5683
Darrow Company
Massachusetts
$179M +$6.87M +4% 50
FPL
5684
Fortress Private Ledger
North Carolina
$179M +$15.6M +10% 189
BGA
5685
Battery Global Advisors
Massachusetts
$179M -$7.82M -4% 143
LB
5686
Legacy Bridge
Iowa
$179M -$12.6M -7% 337
RWS
5687
Resolute Wealth Strategies
Mississippi
$179M -$15.3M -8% 106
AIM
5688
Atlantic Investment Management
New York
$179M -$28M -14% 12
CC
5689
Carlson Capital
Texas
$179M +$9.38M +6% 56
TCM
5690
Tandem Capital Management
New Jersey
$179M -$7.84M -4% 117
AIA
5691
Arcadia Investment Advisors
Idaho
$179M -$4.69M -3% 80
LD
5692
Lipe & Dalton
New York
$179M -$9.84M -5% 97
MMHP
5693
Murphy Middleton Hinkle & Parker
Georgia
$179M +$1.7M +1% 137
GA
5694
Guerra Advisors
Florida
$179M -$1.68M -0.9% 68
GAM
5695
GEM Asset Management
Michigan
$179M -$777K -0.4% 100
VF
5696
Vawter Financial
Ohio
$178M +$12M +7% 107
TW
5697
Traveka Wealth
California
$178M -$2.95M -2% 157
IF
5698
IRON Financial
Illinois
$178M +$387K +0.2% 135
UOMF
5699
University of Massachusetts Foundation
Massachusetts
$178M -$7.6M -4% 4
RF
5700
RHS Financial
California
$178M -$15M -8% 148