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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
LWANC
2926
Laurel Wealth Advisors (North Carolina)
North Carolina
$414M -$62.2M -13% 11.5% 63.3% 723 15.77%
MWM
2927
Marietta Wealth Management
Georgia
$414M -$64.6M -14% 14.4% 83.8% 119 15.97%
SV
2928
Sapphire Ventures
Texas
$413M -$121M -23% 24.9% 27.9% 12 16.67%
SHJ
2929
Sharkey, Howes & Javer
Colorado
$413M -$24M -5% 12.7% 54.6% 92 18.48%
WSC
2930
Wellington Shields & Co
New York
$413M +$109M +36% 7.2% 109% 298 29.53%
SCM
2931
Silvant Capital Management
Georgia
$413M -$112M -21% 17.8% 168% 342 7.31%
HSC
2932
Harbor Spring Capital
New York
$412M -$211M -34% 17.9% 25 32%
MWM
2933
Madison Wealth Management
Ohio
$412M -$63.7M -13% 16.3% 35.1% 165 13.33%
FMP
2934
Financial Management Professionals
Texas
$412M -$49.1M -11% 12.7% 62.1% 1,195 23.35%
GFP
2935
Gryphon Financial Partners
Ohio
$412M -$79.1M -16% 15.9% 93.7% 257 31.52%
HA
2936
Harbor Advisors
Florida
$412M -$75.8M -16% 14.6% 125% 183 4.37%
SC
2937
Slow Capital
California
$412M -$124M -23% 18.6% 124% 146 12.33%
HIM
2938
Hanlon Investment Management
New Jersey
$411M -$52.8M -11% 10.4% 80.6% 131 28.24%
KAS
2939
Kemnay Advisory Services
New York
$411M -$150M -27% 24.5% 167% 37 13.51%
TC
2940
Titleist Capital
Texas
$411M -$92.8M -18% 21.3% 290 28.62%
TGCMU
2941
Titan Global Capital Management USA
New York
$411M -$65.5M -14% 14.4% 191% 51 21.57%
MPW
2942
MA Private Wealth
California
$411M -$138M -25% 12.4% 57.5% 90 33.33%
EFL
2943
ERn Financial LLC
Wisconsin
$410M -$41.7M -9% 13.6% 55.9% 196 28.57%
FPIS
2944
Financial Planning & Information Services
Wisconsin
$410M -$37.7M -8% 12.3% 13% 83 12.05%
GC
2945
Globeflex Capital
California
$410M -$83.3M -17% 14% 186% 531 21.47%
JBA
2946
Johnson Bixby & Associates
Washington
$410M +$21.9M +6% 10% 44.1% 103 16.5%
TOTSC
2947
Trustees of the Smith College
Massachusetts
$410M +$138M +51% 10.8% 8 0%
EI
2948
EAM Investors
California
$410M -$127M -24% 8.22% 6,012% 394 69.29%
HDIM
2949
Hanson & Doremus Investment Management
Vermont
$409M -$55.4M -12% 12.2% 80.8% 552 12.32%
ERIC
2950
Eagle Rock Investment Company
Georgia
$409M -$63.7M -13% 11.7% 115% 127 14.17%