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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
CCM
4201
Colorado Capital Management
Colorado
$135M +$1.39M +1% 2.55% 53.4% 84 2.38%
SJIM
4202
St. Johns Investment Management
Florida
$135M +$5.14M +4% 3.65% 80.9% 177 5.65%
EWMCB
4203
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$134M +$626K +0.5% 1.63% 13% 38 15.79%
SCM
4204
SCW Capital Management
Texas
$134M -$18.8M -12% 3% 179% 14 42.86%
PP
4205
PDS Planning
Ohio
$134M +$5.78M +4% 2.1% 62.7% 95 7.37%
ICM
4206
III Capital Management
Florida
$134M 0.17% 28.7% 44
DSA
4207
Droms Strauss Advisors
Missouri
$134M +$5.32M +4% 2.81% 68.7% 43 2.33%
FF
4208
Fluent Financial
Texas
$134M +$12.4M +10% 2.15% 42.5% 58 20.69%
PWM
4209
Paulson Wealth Management
Illinois
$134M +$2.33M +2% 2.19% 57.1% 117 11.11%
AWM
4210
AllSquare Wealth Management
New York
$134M +$1.12M +0.8% 2.26% 62.4% 499 9.62%
WA
4211
WESPAC Advisors
California
$134M -$10.7M -7% 2.65% 112% 152 48.03%
ACI
4212
AB CarVal Investors
Minnesota
$134M -$15.3M -10% 3.99% 24% 9 22.22%
SST
4213
S Squared Technology
New York
$134M +$4.59M +4% 15.3% 223% 43 13.95%
VNB
4214
Virginia National Bank
Virginia
$134M -$10.9M -8% 2.68% 102 11.76%
AP
4215
Agilis Partners
Massachusetts
$134M +$16.5M +14% 2.37% 8.47% 21 0%
OKSA
4216
O'Keefe Stevens Advisory
New York
$134M +$5.32M +4% 2.49% 216% 44 13.64%
IC
4217
Inscription Capital
Texas
$134M -$55.7M -29% 3.12% 265 63.77%
WPW
4218
Winthrop Partners - WNY
New York
$133M +$5.28M +4% 2.54% 239 9.21%
ADMI
4219
Albert D. Mason Inc
Massachusetts
$133M -$3.33M -2% 3.54% 82% 145 6.9%
PFC
4220
Personal Financial Consultants
California
$133M +$2.79M +2% 2.32% 19 0%
SSW
4221
Smith Shellnut Wilson
Mississippi
$133M +$6.81M +5% 2.81% 90.2% 139 12.23%
MWA
4222
MFA Wealth Advisors
Pennsylvania
$133M -$19.2M -13% 2.38% 64.7% 54 24.07%
MFM
4223
Mirsky Financial Management
New York
$133M +$4.36M +3% 1.61% 39.3% 36 0%
BFM
4224
Broadview Financial Management
Wisconsin
$133M +$4.52M +4% 2.31% 52.4% 46 2.17%
ACM
4225
Altai Capital Management
California
$133M +$15.3M +13% 7.55% 24.9% 5 0%