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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
AWM
4151
AllSquare Wealth Management
New York
$121M -$13.1M -10% 9.1% 62.4% 506 9.68%
LC
4152
Landaas & Company
Wisconsin
$121M -$7.94M -6% 9.57% 60.3% 59 11.86%
BPV
4153
Battery Partners VIII
Massachusetts
$121M -$31.2M -21% 20.5% 1 0%
CFA
4154
Clarfeld Financial Advisors
New York
$120M 13.1% 533
AWM
4155
Avondale Wealth Management
Texas
$120M +$14.7M +14% 12% 78.6% 118 22.03%
MSFP
4156
Mark Sheptoff Financial Planning
Connecticut
$120M -$25.4M -17% 8.33% 92.4% 383 16.71%
NWA
4157
New World Advisors
Massachusetts
$120M 20% 84.1% 10
PAM
4158
Peninsula Asset Management
Florida
$120M -$24.8M -17% 12.3% 44.1% 48 10.42%
CPA
4159
Clear Perspective Advisors
Illinois
$120M -$14.6M -11% 11.2% 88.5% 151 17.22%
TH
4160
Timber Hill
Connecticut
$120M +$21.2M +21% 15.5% 59.2% 56 76.79%
FDS
4161
First Dallas Securities
Texas
$120M -$40.1M -25% 15.4% 163% 109 17.43%
GWM
4162
Graybill Wealth Management
Illinois
$120M -$18M -13% 14% 53 15.09%
IC
4163
Investment Counsel
Michigan
$120M -$3.4M -3% 7.11% 50.1% 53 0%
WAM
4164
Westport Asset Management
Connecticut
$120M -$21.9M -15% 14% 63.9% 65 10.77%
1NWS
4165
1 North Wealth Services
Maryland
$120M 6.25% 310
CCM
4166
Colorado Capital Management
Colorado
$120M -$19.3M -14% 9.85% 53.4% 88 6.82%
SIM
4167
Sterling Investment Management
Arizona
$120M -$18.1M -13% 8.45% 44.1% 62 12.9%
SBA
4168
Secrest Blakey & Associates
North Carolina
$119M -$10.3M -8% 8.63% 19.4% 117 15.38%
UOT
4169
University of Tennessee
Tennessee
$119M -$12.5M -10% 8.89% 2 0%
SCI
4170
SkyBridge Capital II
New York
$119M -$55.3M -32% 11.7% 32 12.5%
NC
4171
Noked Capital
Israel
$119M 14.3% 197% 57
NI
4172
Noked Israel
Israel
$119M 14.3% 265% 57
TGI
4173
TRV GP III
Massachusetts
$119M -$105M -47% 46.3% 170% 3 0%
SIC
4174
Shoker Investment Counsel
Ohio
$119M -$18.6M -13% 11.4% 83.8% 110 16.36%
TA
4175
TFG Advisers
Michigan
$119M 10.3% 61.8% 145