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
PCS
5726
Private Client Services
Kentucky
$186M +$109K +0.1% 197
SIP
5727
Sellwood Investment Partners
Oregon
$186M 55
WI
5728
Wafra Inc
New York
$186M -$52.7M -22% 2
SPA
5729
Shore Point Advisors
New Jersey
$186M -$794K -0.4% 65
UOMF
5730
University of Massachusetts Foundation
Massachusetts
$186M -$47.2M -20% 4
CW
5731
Curio Wealth
Maryland
$186M 304
RCAP
5732
Resolute Capital Asset Partners
Colorado
$186M -$6.25M -3% 48
CWA
5733
Carolina Wealth Advisors
South Carolina
$186M -$10.7M -5% 363
BDL
5734
Banque de Luxembourg
Luxembourg
$186M 82
AA
5735
ACT Advisors
North Carolina
$186M -$26.1M -12% 65
BDCM
5736
Black Diamond Capital Management
Connecticut
$186M +$16.9M +10% 15
CP
5737
Castleview Partners
Texas
$186M +$12.3M +7% 623
RA
5738
Rosalind Advisors
Ontario, Canada
$186M +$34.9M +23% 47
OAS
5739
Optivise Advisory Services
Tennessee
$186M -$4.49M -2% 191
VPF
5740
Vantage Point Financial
Illinois
$186M 122
6F
5741
626 Financial
Michigan
$185M +$5.25M +3% 116
RFS
5742
Retirement Financial Solutions
Tennessee
$185M -$42.9M -19% 40
RWRC
5743
R.W. Roge & Company
New York
$185M -$1.82M -1% 51
AWA
5744
AmeriServ Wealth Advisors
Pennsylvania
$185M 63
SWA
5745
Sightline Wealth Advisors
Connecticut
$185M +$3.84M +2% 90
ILCM
5746
Ivy Lane Capital Management
Florida
$185M +$8.26M +5% 12
M
5747
MYeCFO
California
$185M +$674K +0.4% 58
SMP
5748
Santa Monica Partners
Florida
$185M +$15.4M +9% 19
MFG
5749
Marmo Financial Group
Tennessee
$185M -$2.29M -1% 28
MCM
5750
M1 Capital Management
Michigan
$185M 86