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
LHEI
6026
Leo H. Evart Inc
California
$82.3M -$14.5M -15% 43
TIM
6027
Timelo Investment Management
Ontario, Canada
$82.2M -$35.8M -30% 107
BSWA
6028
Bromfield Sneider Wealth Advisors
Massachusetts
$82.2M -$13M -14% 119
CCG
6029
Coastwise Capital Group
California
$82.1M +$1.63M +2% 111
AM
6030
Account Management
Massachusetts
$82.1M -$20.1M -20% 25
MVA
6031
Mount Vernon Associates
Maryland
$82M -$21.1M -20% 53
TOTUOP
6032
Trustees of The University of Pennsylvania
Pennsylvania
$82M -$50.3M -38% 7
BAM
6033
Banta Asset Management
California
$82M -$42M -34% 21
RWA
6034
Redmont Wealth Advisors
Illinois
$82M -$12M -13% 128
SC
6035
Samjo Capital
New York
$82M -$35M -30% 22
SRC
6036
Samson Rock Capital
United Kingdom
$81.8M -$25.1M -23% 41
POIA
6037
Pin Oak Investment Advisors
Texas
$81.8M -$11.8M -13% 447
SMF
6038
Sterling Manor Financial
New York
$81.7M -$43.4M -35% 88
SWM
6039
Sanctuary Wealth Management
Idaho
$81.6M -$9.24M -10% 40
VPW
6040
Vericrest Private Wealth
Pennsylvania
$81.5M -$14.7M -15% 40
EWS
6041
Evergreen Wealth Solutions
Pennsylvania
$81.5M -$21.6M -21% 109
MAM
6042
Miria Asset Management
Malta
$81.5M -$24.1M -23% 13
OC
6043
Optimas Capital
Hong Kong
$81.5M -$25M -23% 39
PCM
6044
Potomac Capital Management
New York
$81.4M -$22.5M -22% 74
OIM
6045
Oder Investment Management
California
$81.3M -$6.63M -8% 93
MCWA
6046
Meadow Creek Wealth Advisors
Georgia
$81.3M -$10.8M -12% 104
ACM
6047
Ardent Capital Management
Ohio
$81.2M -$68.8M -46% 25
SA
6048
SRH Advisors
Kansas
$81.1M -$9.04M -10% 315
DM
6049
Diker Management
New York
$81M -$43.1M -35% 33
PWG
6050
Private Wealth Group
Florida
$80.8M -$55.1M -41% 48