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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
WIM
4151
Wilen Investment Management
Florida
$129M -$17K -0% 0.75% 79.9% 65 9.23%
MA
4152
MONECO Advisors
Connecticut
$129M +$4.26M +3% 1.05% 58.4% 144 9.72%
TI
4153
Truehand Inc
New Hampshire
$129M -$2.58M -2% 0.69% 86.9% 189 1.59%
RI
4154
Ridgewood Investments
New Jersey
$129M +$649K +0.5% 0.78% 199 10.05%
GP
4155
Geneva Partners
Wisconsin
$128M +$4.65M +4% 4.38% 252% 79 31.65%
SAM
4156
Shamrock Asset Management
Texas
$128M -$13M -9% 0.69% 31% 273 16.12%
AIM
4157
Advantage Investment Management
Iowa
$128M -$2.63M -2% 0.2% 28.6% 993 11.48%
CT
4158
Clearstead Trust
Maine
$128M +$3.04M +2% 2.64% 84.1% 208 7.21%
FFC
4159
First Financial Corp
Indiana
$128M +$4.53M +4% 3.38% 88.3% 388 22.42%
9WM
4160
9258 Wealth Management
Ohio
$128M +$4.12M +3% 1.73% 49.6% 196 13.78%
DACG
4161
Donor Advised Charitable Giving
California
$128M +$4.19M +3% 5.98% 365% 56 8.93%
GSM
4162
Global Strategic Management
Puerto Rico
$128M +$13.3M +12% 6.04% 39 25.64%
JC
4163
JCSD Capital
California
$128M -$20.3M -14% 0.05% 59 16.95%
IVGAI
4164
Index Venture Growth Associates I
Jersey
$128M -$11.7M -8% 12.6% 30.9% 2 0%
SCM
4165
SkyTop Capital Management
New Jersey
$128M +$10.1M +9% 6.76% 50.2% 19 42.11%
KAM
4166
Knightsbridge Asset Management
California
$127M -$17.7M -12% 1.85% 105% 31 16.13%
OBWP
4167
O'Brien Wealth Partners
Massachusetts
$127M -$9.38M -7% 0.89% 56.7% 41 19.51%
MWC
4168
MBM Wealth Consultants
Missouri
$127M +$6.97M +6% 0.79% 52.6% 231 10.82%
FF
4169
Friedenthal Financial
New Jersey
$127M +$10.8M +9% 1.81% 111% 67 35.82%
GCM
4170
GoodHaven Capital Management
New Jersey
$127M +$3.53M +3% 2.26% 87.7% 23 4.35%
BSAM
4171
Blue Square Asset Management
New York
$127M 1.06% 104% 80
PCAP
4172
Pratt Collard Advisory Partners
New York
$127M +$139K +0.1% 1.38% 91.7% 106 3.77%
GAAM
4173
Guinness Atkinson Asset Management
California
$127M -$8.03M -6% 2.89% 97% 65 3.08%
EGWAG
4174
Elwood & Goetz Wealth Advisory Group
Georgia
$126M +$9.74M +8% 0.09% 40.7% 31 9.68%
MSWM
4175
Mader & Shannon Wealth Management
Missouri
$126M +$8.64M +7% 3.05% 53.1% 23 43.48%