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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
CAM
3701
CenterStar Asset Management
Illinois
$420M +$410K +0.1% 13.3% 87.2% 429 79.25%
CWM
3702
Compass Wealth Management
Connecticut
$420M +$27.7M +7% 11.5% 84.7% 435 65.29%
RMAM
3703
Raab & Moskowitz Asset Management
New Jersey
$420M +$22.1M +6% 8.08% 75% 188 8.51%
ESB
3704
Essex Savings Bank
Connecticut
$420M +$12.7M +3% 6.48% 84.5% 321 11.21%
AIC
3705
Archer Investment Corporation
Indiana
$419M +$33.5M +9% 7.62% 55% 1,222 8.84%
GFWA
3706
Grey Fox Wealth Advisors
Delaware
$419M +$44.6M +12% 6.41% 41.9% 144 15.28%
GFI
3707
Global Frontier Investments
South Carolina
$419M 7.81% 15
RAM
3708
Redmond Asset Management
Virginia
$419M +$31.6M +8% 6.75% 59.1% 216 8.33%
CWM
3709
Centric Wealth Management
Illinois
$419M +$38.4M +10% 6.52% 36.2% 204 20.1%
LC
3710
Landaas & Company
Wisconsin
$419M +$57M +16% 7.92% 60.3% 117 20.51%
SMH
3711
Sanders Morris Harris
Texas
$419M -$229M -35% 8.51% 83.1% 311 55.31%
ACA
3712
AYAL Capital Advisors
Ontario, Canada
$419M +$116M +38% 12.1% 72 68.06%
BRM
3713
Boston Research & Management
Massachusetts
$418M +$15.7M +4% 4.72% 48.2% 120 6.67%
PRCP
3714
Pacific Ridge Capital Partners
Oregon
$418M +$39M +10% 15.3% 112% 139 6.47%
SIM
3715
SW Investment Management
Colorado
$418M +$98.4M +31% 25.7% 155% 9 22.22%
OWP
3716
ORG Wealth Partners
Texas
$418M +$92.3M +28% 75.9% 822 23.84%
TAM
3717
Talos Asset Management
New York
$417M +$182M +77% 36.5% 26 73.08%
TA
3718
TRB Advisors
New York
$417M +$206M +98% 15.5% 42.3% 11 45.45%
MP
3719
McDonald Partners
Ohio
$417M +$33.1M +9% 10.1% 90.7% 256 8.98%
RCI
3720
RS Crum Inc
California
$417M +$45.7M +12% 6.49% 37.8% 92 5.43%
PT
3721
Plimoth Trust
Massachusetts
$417M +$33.1M +9% 9.5% 94% 166 4.82%
MFS
3722
Madrona Financial Services
Washington
$417M +$53.3M +15% 12.2% 75.4% 122 17.21%
ML
3723
Mayport LLC
Massachusetts
$417M +$53.9M +15% 8.76% 48.5% 100 12%
IA
3724
IAM Advisory
Pennsylvania
$417M +$31.6M +8% 8.94% 74.5% 106 14.15%
DCM
3725
Davidson Capital Management
Texas
$416M +$47.6M +13% 11.1% 79.2% 84 9.52%