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
CastleKeep Investment Advisors
5851
CastleKeep Investment Advisors
Connecticut
$141M 100
SCA
5852
Southern Capital Advisors
Tennessee
$141M +$20.6M +17% 73
SWM
5853
Salvus Wealth Management
New Jersey
$141M +$14.3M +11% 109
NRC
5854
New Republic Capital
North Carolina
$141M +$18M +15% 240
CIA
5855
Cascade Investment Advisors
Oregon
$140M +$14.1M +11% 114
SIM
5856
Strategic Investment Management
Virginia
$140M +$58.8M +72% 12
TWM
5857
TLW Wealth Management
Florida
$140M +$8.79M +7% 20
PCM
5858
Palouse Capital Management
Washington
$140M +$6.55M +5% 74
FA
5859
Fortis Advisors
Pennsylvania
$140M +$7.28M +5% 93
IFU
5860
iSAM Funds (UK)
United Kingdom
$140M -$17.8M -11% 364
LIWM
5861
Long Island Wealth Management
New York
$140M 434
PD
5862
Planning Directions
Pennsylvania
$140M +$9.54M +7% 72
I
5863
InceptionR
California
$140M -$36.1M -20% 560
SCM
5864
Superstring Capital Management
New York
$140M 30
FCM
5865
Fairbanks Capital Management
California
$140M +$21.3M +18% 54
AUIM
5866
Aegon USA Investment Management
Iowa
$140M +$1.39M +1% 40
EMCIP
5867
Ewing Morris & Co Investment Partners
Ontario, Canada
$140M +$16.4M +13% 37
ACA
5868
American Capital Advisory
Idaho
$140M 439
WAM
5869
Worth Asset Management
Texas
$140M +$16.2M +13% 137
CWM
5870
CarsonAllaria Wealth Management
Illinois
$140M +$16.4M +13% 389
BWS
5871
BCR Wealth Strategies
Alabama
$139M +$14M +11% 19
BDCM
5872
Black Diamond Capital Management
Connecticut
$139M +$446K +0.3% 11
WAC
5873
William Allan Corp
Colorado
$139M +$13.1M +10% 49
EP
5874
EPIQ Partners
Minnesota
$139M +$6.96M +5% 74
TFG
5875
Team Financial Group
California
$139M +$18.3M +15% 237