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
SW
2351
SoFi Wealth
California
$659M 11
LOIM
2352
Liberty One Investment Management
Illinois
$658M -$5.84M -0.9% 172
ACA
2353
Arena Capital Advisors
California
$658M -$428M -39% 413
FPCP
2354
Fort Point Capital Partners
California
$658M -$57M -8% 303
CNC
2355
Canandaigua National Corp
New York
$657M -$20.2M -3% 300
CFD
2356
Creative Financial Designs
Indiana
$657M -$6.36M -1% 1,375
BMC
2357
Battery Management Corp
Massachusetts
$657M -$83.8M -11% 10
FBCM
2358
Fort Baker Capital Management
California
$656M +$88M +15% 136
PPC
2359
Park Presidio Capital
California
$656M -$389M -37% 17
CA
2360
Cornerstone Advisory
Maryland
$656M -$39.9M -6% 884
QCM
2361
Quantinno Capital Management
New York
$656M +$103M +19% 596
KP
2362
Keel Point
Alabama
$656M -$33.9M -5% 298
VM
2363
Valor Management
Illinois
$656M +$27.8M +4% 5
NRA
2364
NSI Retail Advisors
Pennsylvania
$655M +$52.9M +9% 54
SJIC
2365
St. James Investment Company
Texas
$655M -$38.7M -6% 35
SGK
2366
Steigerwald Gordon & Koch
Virginia
$655M -$10.1M -2% 126
HI
2367
Hendershot Investments
Virginia
$655M -$3.08M -0.5% 154
RA
2368
Rodgers & Associates
Pennsylvania
$654M -$10.1M -2% 95
W
2369
Wealthquest
Ohio
$652M $0 0% 143
OAM
2370
Ophir Asset Management
Australia
$651M -$179M -22% 37
MIM
2371
Manitou Investment Management
Ontario, Canada
$651M +$27.3M +4% 46
WCF
2372
West Coast Financial
California
$651M -$47.8M -7% 140
OIM
2373
Opus Investment Management
Massachusetts
$651M -$48.5M -7% 98
TCOT
2374
Trust Company of Toledo
Ohio
$651M -$18.3M -3% 201
MGAM
2375
McGowan Group Asset Management
Texas
$651M +$81.6M +14% 132