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
PRI
6001
Prepared Retirement Institute
Pennsylvania
$133M 75
ICP
6002
Interchange Capital Partners
Pennsylvania
$133M +$7.68M +6% 162
KL
6003
KilterHowling LLC
Colorado
$133M +$19.8M +17% 53
MWM
6004
Meritas Wealth Management
California
$133M +$2.83M +2% 52
DFA
6005
DHK Financial Advisors
New Hampshire
$133M +$21.1M +19% 71
BC
6006
Barnett & Company
Tennessee
$133M +$5.3M +4% 78
BAM
6007
Boyar Asset Management
New York
$133M +$5.88M +5% 83
GIM
6008
Greenwich Investment Management
Connecticut
$133M +$6.93M +5% 43
IIM
6009
InTrack Investment Management
Vermont
$133M +$19.5M +17% 143
GHA
6010
Granite Harbor Advisors
Texas
$133M +$8.71M +7% 80
ACMA
6011
Arbor Capital Management (Alaska)
Alaska
$133M +$20.8M +19% 111
FF
6012
Financial Futures
New Jersey
$133M +$10.7M +9% 54
GC
6013
Grizzlyrock Capital
Illinois
$133M 20
TP
6014
Teca Partners
Texas
$133M +$15.4M +13% 19
BA
6015
Ballew Advisors
Mississippi
$133M +$11.6M +10% 104
WCM
6016
Washburn Capital Management
Florida
$133M +$14.6M +12% 52
NMC
6017
Nine Masts Capital
Hong Kong
$133M -$2.8M -2% 43
FF
6018
Farrow Financial
Vermont
$133M 51
AWA
6019
Archvest Wealth Advisors
California
$133M +$9.89M +8% 59
AFM
6020
Armstrong Fleming & Moore
District of Columbia
$133M +$29.6M +29% 93
HHGC
6021
Hunting Hill Global Capital
New York
$133M -$79.7M -38% 120
PWM
6022
Partnership Wealth Management
Maryland
$133M 210
PCP
6023
Pacific Capital Partners
$133M -$32.8M -20% 59
BAM
6024
BTS Asset Management
Massachusetts
$133M -$22M -14% 45
AA
6025
Aufman Associates
Pennsylvania
$133M +$13.3M +11% 43