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
COA
7501
Charter Oak Advisors
New York
$119M -$59.8M -33% 15
SCVTA
7502
Santa Clara Valley Transportation Authority
California
$119M -$298K -0.3% 4
UOWF
7503
University of Wisconsin Foundation
Wisconsin
$119M +$847K +0.7% 11
IW
7504
Integrated Wealthcare
North Carolina
$119M 28
TA
7505
TCM Advisors
West Virginia
$119M +$590K +0.5% 63
EWP
7506
Evergreen Wealth Partners
Montana
$119M 79
WHCFA
7507
William Howard & Co Financial Advisors
Tennessee
$119M +$1.12M +1% 57
CWM
7508
C2C Wealth Management
Arizona
$119M +$2.12M +2% 89
CM
7509
CM Management
Florida
$119M -$1.32M -1% 71
TIP
7510
Tandem Investment Partners
New Jersey
$119M -$3.13M -3% 71
SCFS
7511
Stewardship Concepts Financial Services
Washington
$119M 53
PRTG
7512
Post Resch Tallon Group
New York
$118M +$5.39M +5% 118
HFA
7513
Hershey Financial Advisers
Pennsylvania
$118M +$1.63M +1% 113
CWD
7514
Clarity Wealth Development
Oregon
$118M +$7.43M +7% 45
SAM
7515
Sherman Asset Management
California
$118M +$2.18M +2% 148
CP
7516
Clarendon Private
Massachusetts
$118M +$7.71M +7% 108
AAM
7517
American Asset Management
Florida
$118M +$6.51M +6% 39
TGM
7518
Tenzing Global Management
California
$118M -$24.5M -17% 27
SPCM
7519
Stoic Point Capital Management
California
$118M 64
FF
7520
Fortitude Financial
Washington
$118M -$3.73M -3% 57
LGG
7521
Luts & Greenleigh Group
Maryland
$118M +$6.29M +6% 90
AC
7522
Agman Capital
Nebraska
$118M 19
PLC
7523
Peapod Lane Capital
New York
$118M +$5.73M +5% 61
FFG
7524
First Financial Group
North Carolina
$118M +$2.15M +2% 77
DFP
7525
Donalies Financial Planning
District of Columbia
$117M 70