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
CIM
7751
Catalyst Investment Management
New Hampshire
$106M 72
MWM
7752
Moulton Wealth Management
Washington
$106M -$32M -23% 57
P
7753
Palladiem
Pennsylvania
$105M 164
FF
7754
Frankly Finances
Florida
$105M 63
KWM
7755
Kassira Wealth Management
Tennessee
$105M +$1.6M +2% 58
OFP
7756
OFC Financial Planning
New Jersey
$105M +$4.32M +4% 56
BOTPPF
7757
Board of the Pension Protection Fund
United Kingdom
$105M +$2.93M +3% 278
BAM
7758
Belleair Asset Management
Florida
$105M 79
WCG
7759
Wall Capital Group
Arizona
$105M 25
GH
7760
GLP Holdings
Georgia
$105M 4
BWS
7761
BFI Wealth Solutions
Texas
$105M 73
EPCM
7762
Eagle Point Credit Management
Connecticut
$105M 15
GAM
7763
Gritstone Asset Management
Maryland
$105M +$7.56M +8% 168
KCA
7764
Kilner Capital Advisors
Maryland
$105M 20
HWA
7765
HighRoad Wealth Advisors
Oregon
$105M 35
APC
7766
Alpine Peaks Capital
New York
$105M -$10M -9% 24
TP
7767
Toronado Partners
California
$105M -$46.2M -31% 13
FEM
7768
Fulcrum Equity Management
Texas
$104M +$5.76M +6% 128
SPW
7769
Signet Private Wealth
Illinois
$104M 117
LCM
7770
LuminArx Capital Management
New York
$104M 68
CCMG
7771
Connecticut Capital Management Group
Connecticut
$104M 107
RFPS
7772
Reality Financial Planning Services
Florida
$104M 20
SHFG
7773
S Harris Financial Group
Texas
$104M 96
LIP
7774
Lynch Investment Planning
Pennsylvania
$104M 54
SA
7775
SPWM Advisors
Michigan
$104M 91