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
BWS
5801
BCR Wealth Strategies
Alabama
$96.8M -$7.78M -7% 125
WFS
5802
Widmann Financial Services
Maryland
$96.6M -$16.2M -14% 91
HPM
5803
Hudson Portfolio Management
New York
$96.6M -$16.2M -14% 111
PCM
5804
Perkins Capital Management
Minnesota
$96.6M -$25.4M -21% 115
CGH
5805
CMG Global Holdings
Texas
$96.6M -$25.9M -21% 84
CWM
5806
Cadence Wealth Management
Massachusetts
$96.5M -$33.8M -26% 39
JSMC
5807
Jess S. Morgan & Co
California
$96.4M -$41M -30% 47
MP
5808
Marlowe Partners
New York
$96.4M -$37.6M -28% 8
VBWMG
5809
Von Berge Wealth Management Group
California
$96.2M -$13.5M -12% 65
ACM
5810
Anabranch Capital Management
Connecticut
$96.2M -$49.4M -34% 7
HA
5811
Hofer & Associates
California
$96.1M -$17.5M -15% 52
MWM
5812
Moulton Wealth Management
Washington
$96.1M $0 0% 17
TC
5813
Tenret Company
Florida
$96M -$14.9M -13% 32
ICM
5814
Islay Capital Management
Texas
$96M -$24.2M -20% 343
RF
5815
Robbins Farley
New Hampshire
$96M -$37M -28% 175
LF
5816
LifeSteps Financial
California
$95.9M -$39.3M -29% 83
SPAS
5817
Spectrum Planning & Advisory Services
California
$95.9M -$13.5M -12% 49
BIA
5818
Benchmark Investment Advisors
Illinois
$95.9M -$37.1M -28% 155
GAMA
5819
Graticule Asia Macro Advisors
New York
$95.8M -$79.7M -45% 94
BW
5820
Basepoint Wealth
Iowa
$95.8M -$12.7M -12% 90
LP
5821
Lloyd Park
Illinois
$95.6M +$4.95M +5% 92
AEPLI
5822
AH Equity Partners LSV II
California
$95.6M -$43.3M -31% 4
BAM
5823
Broadcrest Asset Management
Florida
$95.6M -$24.7M -21% 9
NVPX
5824
Norwest Venture Partners XII
California
$95.6M -$60.9M -39% 2
5SA
5825
5th Street Advisors
Connecticut
$95.5M +$1.03M +1% 19