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
SC
6126
Stephenson & Company
California
$149M +$806K +0.5% 41
DWG
6127
Darden Wealth Group
Michigan
$149M +$9.09M +7% 112
IOOF
6128
Independent Order of Foresters
Ontario, Canada
$149M -$24.7M -14% 12
SC
6129
Schubert & Co
Texas
$148M +$7.9M +6% 75
LC
6130
Lakehouse Capital
Australia
$148M +$6.2M +4% 13
ACM
6131
Ategra Capital Management
Virginia
$148M +$10.9M +8% 22
CIM
6132
Caldwell Investment Management
Ontario, Canada
$148M +$5.7M +4% 37
BFS
6133
Burr Financial Services
California
$148M +$6.99M +5% 34
AA
6134
Aufman Associates
Pennsylvania
$148M -$7.43M -5% 65
DC
6135
Diametric Capital
Massachusetts
$148M -$54.2M -27% 494
PBPIA
6136
Pivotal bioVenture Partners Investment Advisor
California
$148M -$20.4M -12% 12
PVAMC
6137
PPS&V Asset Management Consultants
Michigan
$148M +$2.22M +2% 41
VAM
6138
Vienna Asset Management
California
$148M +$12.5M +9% 55
CWA
6139
Cascade Wealth Advisors
Washington
$148M +$7.79M +6% 50
CPCP
6140
Cedar Point Capital Partners
Iowa
$148M +$2.15M +1% 64
PWH
6141
Priebe Wealth Holdings
Minnesota
$148M +$10.3M +7% 72
GMH
6142
General Motors Holdings
Michigan
$148M +$16.8M +13% 5
FS
6143
Financial Symmetry
North Carolina
$148M +$4.38M +3% 48
CWI
6144
Conscious Wealth Investments
Florida
$147M +$2.12M +1% 51
SC
6145
Shearwater Capital
Colorado
$147M +$2.37M +2% 48
CJ
6146
Caitlin John
Michigan
$147M -$8.32M -5% 865
FS
6147
Financially Speaking
Colorado
$147M 181
DCM
6148
DG Capital Management
New York
$147M -$45.9M -24% 21
EPIM
6149
Equinox Partners Investment Management
Connecticut
$147M +$1.42M +1% 10
PFA
6150
Petra Financial Advisors
Colorado
$147M -$4.56M -3% 155