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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
KHLMTHM
4301
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$111M +$7.29M +7% 2.69% 80.8% 46 28.26%
PHIMC
4302
Private Harbour Investment Management & Counsel
Ohio
$111M +$3.72M +3% 6.8% 82.6% 80 3.75%
BFM
4303
Broadview Financial Management
Wisconsin
$111M +$8.86M +9% 3.17% 52.4% 38 2.63%
AA
4304
Altman Advisors
Illinois
$111M +$2.31M +2% 4.56% 127% 99 69.7%
SMFS
4305
Squar Milner Financial Services
California
$111M -$2.36M -2% 6.22% 910 21.21%
ECM
4306
Empirical Capital Management
Tennessee
$111M +$4.6M +4% 8.29% 19 15.79%
DRS
4307
Deane Retirement Strategies
Louisiana
$111M +$5.58M +5% 7.08% 64.7% 67 19.4%
NEGWA
4308
New England Guild Wealth Advisors
Connecticut
$111M +$1.27M +1% 2.06% 6.04% 56 5.36%
C
4309
Clearshares
New York
$111M +$5.74M +5% 2.75% 33 3.03%
HP
4310
Harbourvest Partners
Massachusetts
$111M +$31.4M +40% 4.5% 8.96% 35 65.71%
AWM
4311
Aevitas Wealth Management
Massachusetts
$110M +$7.71M +8% 7.25% 36.4% 461 8.68%
WCAMG
4312
Woodard & Company Asset Management Group
North Carolina
$110M +$7.23M +7% 6.84% 84.8% 274 24.82%
BWI
4313
Beacon Wealthcare Inc
North Carolina
$110M +$7.03M +7% 3.01% 31.6% 9 22.22%
SCM
4314
Signia Capital Management
Washington
$110M -$3.18M -3% 1.85% 27% 29 20.69%
SMG
4315
Smart Money Group
Texas
$110M -$1.43M -1% 4.58% 58.9% 64 28.13%
CRA
4316
Circle Road Advisors
New York
$110M +$492K +0.4% 4.37% 24 37.5%
AC
4317
Anavon Capital
United Kingdom
$110M 4.45% 11
PWA
4318
Providence Wealth Advisors
Illinois
$110M +$6.91M +7% 7.55% 112% 101 18.81%
ACM
4319
Avalon Capital Management
California
$109M +$8.82M +9% 5.45% 151% 61 45.9%
KSCM
4320
Kamunting Street Capital Management
Florida
$109M +$37.1M +51% 5.4% 7.47% 26 34.62%
PWPS
4321
Pinnacle Wealth Planning Services
Ohio
$109M +$6.42M +6% 5.52% 82.1% 188 9.57%
BA
4322
Ballew Advisors
Mississippi
$109M +$20.4M +23% 0.55% 62.3% 537 44.32%
RA
4323
Raffles Associates
New York
$109M -$6.1M -5% 1.57% 50% 61 42.62%
IOOF
4324
Independent Order of Foresters
Ontario, Canada
$109M +$38.7M +55% 5.29% 66.3% 28 21.43%
MPPLM
4325
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$109M -$2.93M -3% 5.29% 130% 328 74.39%