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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
MA
4126
Mezzasalma Advisors
New Jersey
$310M +$56.4M +22% 151
TAM
4127
TFG Asset Management
Cayman Islands
$310M -$3.96M -1% 28
OMC
4128
Oasis Management Company
Cayman Islands
$310M +$16.9M +6% 97
ACM
4129
Avalon Capital Management
California
$310M -$20.3M -6% 153
APWM
4130
Argonautica Private Wealth Management
Massachusetts
$310M +$8.12M +3% 198
MWPCG
4131
Measured Wealth Private Client Group
New Hampshire
$309M +$10.5M +4% 199
NWM
4132
Northcape Wealth Management
New York
$309M +$3.85M +1% 136
CA
4133
Claar Advisors
New York
$309M +$11.9M +4% 22
WC
4134
Winmill & Co
New York
$309M +$11.8M +4% 57
CFA
4135
CWS Financial Advisors
Michigan
$309M +$26.6M +9% 133
IIA
4136
Integral Investment Advisors
California
$309M +$10.2M +3% 161
AFGAS
4137
Allegiance Financial Group Advisory Services
Virginia
$309M +$21.4M +7% 119
FIBT
4138
First International Bank & Trust
North Dakota
$309M -$3.28M -1% 75
LPP
4139
Long Path Partners
Connecticut
$309M +$313K +0.1% 12
CPA
4140
Court Place Advisors
Maryland
$308M -$34.6M -10% 168
AFS
4141
Aft Forsyth & Sober
Florida
$308M +$4.29M +1% 81
BHWM
4142
Bay Harbor Wealth Management
Maryland
$308M +$1.95M +0.6% 194
OBGC
4143
O'Brien Greene & Co
Pennsylvania
$308M -$13.1M -4% 143
FP
4144
Fiduciary Planning
Florida
$308M +$13.3M +5% 76
WIS
4145
Wright Investors Service
Connecticut
$308M -$74.1M -19% 146
UWM
4146
USAdvisors Wealth Management
Minnesota
$308M +$21.9M +8% 145
AIM
4147
AMI Investment Management
Indiana
$308M +$12.3M +4% 72
NIA
4148
NIA Impact Advisors
California
$308M +$6.34M +2% 120
TCWM
4149
Total Clarity Wealth Management
Illinois
$307M -$3.22M -1% 297
PB
4150
Pinnacle Bancorp
Nebraska
$307M -$66.6M -18% 910