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
PSB
5901
Passumpsic Savings Bank
Vermont
$160M +$7.99M +5% 89
BCPWM
5902
Bradley & Co Private Wealth Management
Florida
$160M 189
HIMS
5903
Hager Investment Management Services
New Hampshire
$160M 287
CTFG
5904
Capstone Triton Financial Group
Oklahoma
$160M +$3.7M +2% 113
RGC
5905
Rubicon Global Capital
United Kingdom
$160M 9
LIWM
5906
Long Island Wealth Management
New York
$160M +$7.5M +5% 73
SFG
5907
Sowa Financial Group
Rhode Island
$160M +$1.48M +0.9% 34
APC
5908
Asset Planning Corporation
Tennessee
$160M +$6.46M +4% 46
VWA
5909
Valued Wealth Advisors
Utah
$160M +$5.36M +3% 684
C
5910
Covestor
United Kingdom
$159M +$138K +0.1% 2,906
BWM
5911
Birchcreek Wealth Management
Ohio
$159M +$6.61M +4% 130
BFA
5912
Bright Financial Advisors
Michigan
$159M +$1.89M +1% 57
EBA
5913
Eagle Bay Advisors
New York
$159M -$102M -39% 1,414
DAM
5914
Draper Asset Management
New York
$159M +$20.5M +15% 19
PU
5915
Petiole USA
New York
$159M +$6.03M +4% 42
PM
5916
Plustick Management
Virginia
$159M +$27.1M +21% 27
CCA
5917
Criterion Capital Advisors
Tennessee
$159M $0 0% 348
TC
5918
Tenret Company
Florida
$159M -$226K -0.1% 34
SSCM
5919
Spectrum Strategic Capital Management
Oregon
$159M +$11.4M +8% 32
CCM
5920
Candelo Capital Management
New York
$159M +$3.37M +2% 42
IWP
5921
Innova Wealth Partners
Pennsylvania
$159M +$37.2M +31% 157
CAAM
5922
Cape Ann Asset Management
United Kingdom
$159M +$12.6M +9% 8
2L
5923
22NW LP
Washington
$159M +$39.2M +33% 16
WC
5924
Wynn Capital
Georgia
$158M +$5.88M +4% 109
HM
5925
HCC Manager
Illinois
$158M +$26.4M +20% 2