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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
WWMSC
3976
Wagner Wealth Management (South Carolina)
South Carolina
$134M 2.34% 36.9% 814
GP
3977
Geneva Partners
Wisconsin
$134M +$6.83M +5% 6.9% 401% 96 20.83%
PFGIA
3978
Patriot Financial Group Insurance Agency
Massachusetts
$134M +$21.8M +19% 4.05% 87% 981 12.74%
MI
3979
Moneywise Inc
Virginia
$134M +$7.12M +6% 3.52% 58% 42 14.29%
CM
3980
Cartica Management
District of Columbia
$134M +$51.8M +63% 5.16% 92.9% 1 0%
SAIG
3981
Semper Augustus Investments Group
Colorado
$134M -$1.67M -1% 4.12% 95.4% 26 0%
MAP
3982
Milestone Advisory Partners
North Carolina
$133M 3.84% 19.7% 48
CAM
3983
Capco Asset Management
Florida
$133M +$12.8M +11% 11.8% 46.1% 19 0%
EP
3984
Engadine Partners
United Kingdom
$133M 6.12% 5
ADMI
3985
Albert D. Mason Inc
Massachusetts
$133M +$8.67M +7% 5.29% 82% 126 3.97%
SP
3986
SWS Partners
Ohio
$133M 3.12% 112% 410
AIA
3987
AIMZ Investment Advisors
California
$133M +$11.1M +9% 9.87% 81.3% 101 5.94%
JFGLC
3988
Johnson Financial Group LLC (Colorado)
Colorado
$133M +$12.8M +11% 3.87% 58.7% 96 37.5%
HA
3989
Havens Advisors
New York
$133M -$15.4M -10% 8.56% 460% 37 70.27%
HWA
3990
Heritage Way Advisors
Illinois
$133M +$10.8M +9% 8.38% 79.4% 65 7.69%
FFG
3991
Ford Financial Group
California
$133M 4.56% 47.7% 456
VAM
3992
Verity Asset Management
North Carolina
$133M +$1.23M +0.9% 4.34% 79.7% 168 47.62%
SAM
3993
Security Asset Management
New York
$133M +$5.66M +4% 7.01% 67.4% 82 8.54%
BWM
3994
Bernicke Wealth Management
Wisconsin
$132M +$5M +4% 2.01% 51 7.84%
WAM
3995
Westport Asset Management
Connecticut
$132M -$275K -0.2% 6.13% 63.9% 63 1.59%
DP
3996
Denver PWM
Colorado
$132M +$4.47M +3% 3.5% 44.8% 67 13.43%
ARMT
3997
Amica Retiree Medical Trust
Rhode Island
$132M +$5.34M +4% 6.3% 384 15.1%
LIM
3998
Loudon Investment Management
New Hampshire
$132M +$4.37M +3% 6.92% 61.6% 87 2.3%
ACH
3999
Axis Capital Holdings
$132M +$7.78M +6% 6.27% 67% 2 0%
WIA
4000
Westbourne Investment Advisors
Maryland
$132M +$3.66M +3% 5.78% 89.4% 109 11.01%