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
MA
6951
Marquette Associates
Illinois
$121M -$18.3M -13% 44
XI
6952
XXEC Inc
Oklahoma
$121M -$11.8M -9% 22
BAWM
6953
Bennett Associates Wealth Management
Pennsylvania
$121M -$1.59M -1% 51
KCAM
6954
Kagan Cocozza Asset Management
New Jersey
$120M 63
BWM
6955
BCO Wealth Management
New Mexico
$120M 34
PWM
6956
Parkworth Wealth Management
California
$120M 1,271
FCMV
6957
Foresite Capital Management V
California
$120M -$23.7M -16% 6
PWM
6958
Partnership Wealth Management
Maryland
$120M -$21.5M -15% 189
CCM
6959
Collar Capital Management
Wisconsin
$120M 75
SR
6960
Summer Road
Florida
$120M -$6.86M -5% 29
TIAM2
6961
Tru Independence Asset Management 2
Oregon
$120M +$1.37M +1% 87
OIM
6962
Oder Investment Management
California
$120M +$3.66M +3% 96
AIA
6963
Affinity Investment Advisors
California
$120M -$25.7M -18% 151
RIA
6964
Richwood Investment Advisors
Ohio
$120M -$983K -0.8% 104
SFG
6965
Synergy Financial Group
California
$120M +$14.6M +14% 104
SFSG
6966
Sound Financial Strategies Group
Mississippi
$120M -$4.63M -4% 102
AIC
6967
Allodium Investment Consultants
Minnesota
$120M 47
NL
6968
NDWM LLC
California
$120M -$1.68M -1% 34
SKK
6969
Shepherd Kaplan Krochuk
Massachusetts
$120M -$12.9M -10% 59
SA
6970
Seneschal Advisors
Washington
$120M 36
JPT
6971
Jordan Park Trust
New Hampshire
$120M 12
SRSA
6972
S.R. Schill & Associates
Washington
$120M -$21.6M -15% 40
BRF
6973
B. Riley Financial
California
$120M -$30.2M -20% 20
IC
6974
Immersion Capital
United Kingdom
$120M -$63.8M -35% 9
LA
6975
LPF Advisors
Florida
$120M +$2.65M +2% 38