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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
GWMIA
3226
Global Wealth Management Investment Advisory
Florida
$485M +$21.8M +5% 2.26% 67.5% 153 18.3%
SSG
3227
Summit Securities Group
New York
$485M +$106M +28% 11.3% 96.7% 980 80.51%
DMC
3228
Drexel Morgan & Co
Pennsylvania
$485M -$53.3M -10% 4.63% 42% 57 7.02%
MAM
3229
Montanaro Asset Management
United Kingdom
$484M -$76.7M -14% 3.66% 37.4% 50 12%
CCM
3230
Callodine Capital Management
Massachusetts
$484M +$4.65M +1% 2.74% 43.6% 49 28.57%
SHFA
3231
SC&H Financial Advisors
Maryland
$484M +$26.3M +6% 1.2% 50% 154 4.55%
SCM
3232
Steadview Capital Management
United Kingdom
$483M +$159M +49% 48.9% 696% 10 50%
GL
3233
Gemsstock Ltd
United Kingdom
$483M +$276M +134% 2.53% 237% 17 52.94%
MCIA
3234
Mountain Capital Investment Advisors
Colorado
$483M +$27M +6% 2.15% 63.3% 68 17.65%
TLP
3235
Tri Locum Partners
New York
$483M +$65.3M +16% 5.92% 378% 32 50%
SFPM
3236
Sensible Financial Planning & Management
Massachusetts
$482M -$24M -5% 2.46% 24.5% 53 45.28%
CCP
3237
Clifford Capital Partners
Utah
$482M -$19.8M -4% 0.66% 54% 59 27.12%
AWM
3238
Austin Wealth Management
Texas
$482M +$26.8M +6% 1.88% 48.2% 123 5.69%
MWM
3239
MinichMacGregor Wealth Management
New York
$482M +$15.1M +3% 0.56% 119% 130 18.46%
BWS
3240
Buck Wealth Strategies
Colorado
$481M +$163M +51% 0.6% 42% 81 18.52%
FMN
3241
Financial Management Network
California
$481M +$2.98M +0.6% 0.29% 52% 182 17.58%
PWMG
3242
Prestige Wealth Management Group
New Jersey
$481M -$2.6M -0.5% 0.31% 50.3% 1,077 7.06%
ISB
3243
Iowa State Bank
Iowa
$481M -$5.71M -1% 0.98% 76% 112 7.14%
AWAM
3244
Appian Way Asset Management
New York
$480M +$35.6M +8% 1.06% 49.4% 50 72%
HA
3245
Harfst & Associates
Wyoming
$480M +$34.8M +8% 10.9% 70.3% 98 8.16%
UW
3246
Unique Wealth
Florida
$480M +$43M +10% 1.03% 63.3% 148 22.97%
CCT
3247
Chemung Canal Trust
New York
$480M -$14.8M -3% 1.17% 80.9% 125 4%
SC
3248
Schoolcraft Capital
Colorado
$479M -$13.3M -3% 2.42% 44.8% 69 2.9%
FNBTCON
3249
First National Bank & Trust Co of Newtown
Pennsylvania
$479M -$42.9M -8% 0.84% 47.6% 140 6.43%
BC
3250
Bricktown Capital
Michigan
$479M -$58M -11% 1.94% 40.8% 28 14.29%