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
SWM
6551
Seed Wealth Management
Illinois
$125M +$10.2M +9% 162
EAM
6552
Exane Asset Management
France
$125M -$17.7M -12% 25
JRCM
6553
Jones Road Capital Management
New York
$125M -$15.3M -11% 41
KPPF
6554
Klein Pavlis & Peasley Financial
California
$125M +$12.3M +11% 84
OC
6555
Oppenheimer & Close
New York
$125M +$10.9M +10% 57
VIP
6556
Viewpoint Investment Partners
Alberta, Canada
$125M +$10.4M +9% 9
PPWM
6557
Perissos Private Wealth Management
Oklahoma
$125M +$13M +12% 94
SFSG
6558
Sound Financial Strategies Group
Mississippi
$125M +$9.43M +8% 92
FW
6559
Fidato Wealth
Ohio
$124M +$11.3M +10% 10
FCC
6560
Florin Court Capital
United Kingdom
$124M +$51.7M +71% 34
BOM
6561
Bank of Marin
California
$124M +$7.91M +7% 130
HFA
6562
Harbert Fund Advisors
Alabama
$124M -$318K -0.3% 113
NF
6563
NavPoint Financial
Minnesota
$124M +$8.91M +8% 46
EPCA
6564
Elizabeth Park Capital Advisors
Ohio
$124M +$8.33M +7% 54
DWM
6565
Dopkins Wealth Management
New York
$124M -$40.7M -25% 89
WDOM
6566
Wasserstein Debt Opportunities Management
New York
$124M +$13.1M +12% 1
DG
6567
DMC Group
Alabama
$124M +$6.9M +6% 136
PHIC
6568
Pine Haven Investment Counsel
Massachusetts
$124M +$7.2M +6% 113
ACP
6569
Acuta Capital Partners
California
$123M +$4.83M +4% 49
TWCA
6570
Two West Capital Advisors
Kansas
$123M +$18.6M +18% 74
FI
6571
Finivi Inc
Massachusetts
$123M +$2.66M +2% 96
SCM
6572
Spring Capital Management
Texas
$123M -$3.43M -3% 30
BTC
6573
Bank & Trust Company
Illinois
$123M +$5.42M +5% 288
BCM
6574
Brooktree Capital Management
Michigan
$123M +$6.18M +5% 25
TC
6575
Tsai Capital
New York
$123M +$21.5M +21% 25