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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
MWA
4026
Meridian Wealth Advisors
Texas
$143M +$6.17M +4% 2.22% 68.8% 134 8.21%
BWM
4027
BigSur Wealth Management
Florida
$143M -$9.14M -6% 4.07% 83.1% 109 11.01%
ATC
4028
Adirondack Trust Company
New York
$143M -$2.42M -2% 3.83% 84.9% 360 5.56%
OIWM
4029
OptiFour Integrated Wealth Management
Virginia
$143M +$20.8M +17% 2.76% 79 37.97%
MWM
4030
MinichMacGregor Wealth Management
New York
$143M +$9.98M +7% 3.67% 119% 50 12%
AWM
4031
Aries Wealth Management
Maine
$143M +$9.3M +7% 3.34% 75% 169 14.2%
PCM
4032
Perkins Capital Management
Minnesota
$143M -$9.08M -6% 5.62% 303% 128 16.41%
TW
4033
Towerpoint Wealth
California
$143M -$610K -0.4% 2.4% 62.4% 58 13.79%
LC
4034
LCNB Corp
Ohio
$142M +$4.27M +3% 4.46% 60.1% 140 5%
RTC
4035
Riverview Trust Company
Washington
$142M +$10.1M +8% 2.11% 67.6% 449 41.43%
HA
4036
Havens Advisors
New York
$142M +$38.8M +38% 14% 460% 46 65.22%
DC
4037
DeDora Capital
California
$142M +$9.51M +7% 3.93% 81.7% 92 10.87%
EU
4038
Emory University
Georgia
$142M -$208K -0.1% 5.99% 51 21.57%
KIP
4039
Kayak Investment Partners
California
$142M +$12.3M +9% 3.77% 27% 19 52.63%
ACM
4040
Axel Capital Management
New York
$142M -$45.9M -24% 10.6% 194% 17 41.18%
HIM
4041
Harbour Investment Management
Washington
$142M +$6.31M +5% 5.03% 58.8% 69 4.35%
MS
4042
Marshall & Sullivan
Washington
$142M +$5.56M +4% 4.68% 82% 45 13.33%
BT
4043
Brandywine Trust
Delaware
$142M +$28M +25% 1.06% 11.9% 39 5.13%
LIC
4044
Laurus Investment Counsel
Canada
$142M +$13.7M +11% 7.11% 14.1% 29 3.45%
SKK
4045
Shepherd Kaplan Krochuk
Massachusetts
$141M -$18.8M -12% 3.25% 29.8% 182 16.48%
PCMC
4046
Private Capital Management (Colorado)
Colorado
$141M +$6.85M +5% 3.69% 20% 105 14.29%
W
4047
WealthOne
New York
$141M +$52.8M +60% 3.31% 23.4% 107 39.25%
SAM
4048
Shamrock Asset Management
Texas
$141M +$15.1M +12% 2.61% 31% 271 16.61%
MCP
4049
Martin Capital Partners
Oregon
$141M +$11.8M +9% 4.43% 35.2% 64 26.56%
PAM
4050
Peninsula Asset Management
Florida
$141M +$2.61M +2% 3.34% 41.8% 47 2.13%