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
SRB
7001
Shotwell Rutter Baer
Michigan
$113M -$5.33M -4% 34
PAP
7002
Persistent Asset Partners
Hong Kong
$113M -$3.41M -3% 181
TP
7003
Thunderbird Partners
United Kingdom
$113M +$51.4M +83% 9
FFS
7004
Forge Financial Services
Oklahoma
$113M -$5.76M -5% 21
PSB
7005
Piscataqua Savings Bank
New Hampshire
$113M -$3.21M -3% 348
QM
7006
QVIDTVM Management
Texas
$113M -$11M -9% 9
CPA
7007
Cathy Pareto & Associates
Florida
$113M +$4.25M +4% 88
OC
7008
Opinicus Capital
Florida
$113M -$5.86M -5% 103
MFS
7009
Monetta Financial Services
Illinois
$113M -$11.3M -9% 61
ASP
7010
Adams Street Partners
Illinois
$113M +$142K +0.1% 8
ICVCFVA
7011
IDG China Venture Capital Fund V Associates
Hong Kong
$113M -$16.8M -13% 1
APW
7012
Axim Planning & Wealth
Ohio
$113M +$18.9M +20% 57
AAA
7013
American Alpha Advisors
New York
$113M +$2.92M +3% 112
SF
7014
SageOak Financial
Oklahoma
$113M +$3.35M +3% 46
CI
7015
CPR Investments
Michigan
$113M +$1.92M +2% 45
AGP
7016
Aspire Growth Partners
Florida
$113M +$10.5M +10% 116
BF
7017
bLong Financial
Tennessee
$113M -$8.75M -7% 84
SF
7018
Seek First
California
$113M 53
HAM
7019
Hickory Asset Management
Ohio
$113M -$5.13M -4% 92
LWM
7020
Lionsbridge Wealth Management
Florida
$112M -$6.64M -6% 66
USWIA
7021
UP Strategic Wealth Investment Advisors
Pennsylvania
$112M +$12.5M +12% 89
SIA
7022
Summit Investment Advisors
Maryland
$112M -$81.1K -0.1% 59
OCM
7023
Octahedron Capital Management
California
$112M +$7.07M +7% 23
VWM
7024
VanWeelden Wealth Management
Ohio
$112M +$1.71M +2% 26
BCM
7025
Barden Capital Management
Texas
$112M -$4.18M -4% 63