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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
4326
MONECO Advisors
Connecticut
$124M +$844K +0.7% 3.15% 70.5% 141 10.64%
THWM
4327
Taylor Hoffman Wealth Management
Virginia
$124M -$10.6M -8% 3% 47.8% 427 5.39%
9WM
4328
9258 Wealth Management
Ohio
$124M +$6.44M +5% 3% 49.6% 198 17.17%
ERM
4329
Elm Ridge Management
New York
$124M -$10.4M -8% 5.9% 93.6% 34 26.47%
DACG
4330
Donor Advised Charitable Giving
California
$124M +$4.78M +4% 4.02% 365% 56 57.14%
NWM
4331
Northwest Wealth Management
Iowa
$124M -$8.71M -7% 2.08% 63.4% 543 78.27%
GP
4332
Geneva Partners
Wisconsin
$124M +$6.53M +6% 7.3% 401% 73 27.4%
GPWA
4333
Great Point Wealth Advisors
Massachusetts
$124M +$6.06M +5% 2.38% 45 6.67%
FFC
4334
First Financial Corp
Indiana
$124M -$10.1M -8% 1.35% 88.3% 325 7.38%
GCM
4335
GoodHaven Capital Management
New Jersey
$124M +$572K +0.5% 3.83% 80.7% 24 8.33%
HA
4336
Harborview Advisors
Maine
$124M +$8.22M +7% 2.26% 27.1% 87 11.49%
DC
4337
Defender Capital
North Carolina
$124M -$1.43M -1% 1.54% 83.5% 16 0%
SA
4338
Shilanski & Associates
Alaska
$123M 4.12% 84.2% 91
WIA
4339
Westbourne Investment Advisors
Maryland
$123M -$7.22M -6% 3.18% 89.4% 99 13.13%
RCA
4340
Rex Capital Advisors
Rhode Island
$123M +$3.2M +3% 3.17% 7.31% 17 5.88%
WC
4341
Weil Company
California
$123M +$3.57M +3% 7.67% 60.7% 110 17.27%
GAM
4342
GVO Asset Management
Switzerland
$123M +$8.95M +8% 0.83% 71.2% 11 63.64%
HWC
4343
Hill Winds Capital
New York
$123M -$300K -0.2% 0.61% 8.52% 36 58.33%
GIM
4344
Groesbeck Investment Management
New Jersey
$123M -$8.08M -6% 1.48% 147% 104 14.42%
HSCU
4345
Half Sky Capital (UK)
United Kingdom
$123M +$2.35M +2% 3.2% 13% 8 50%
TA
4346
TRB Advisors
New York
$123M -$211M -63% 7.65% 64% 20 45%
RMSCM
4347
R.M. Sincerbeaux Capital Management
New York
$123M -$1.24M -1% 6.01% 76.4% 53 7.55%
SMC
4348
S. Muoio & Co
New York
$123M +$13.7M +13% 11.4% 327% 88 40.91%
C
4349
Cerebellum
California
$123M +$7.63M +7% 2.43% 550 45.82%
GCM
4350
Gables Capital Management
Florida
$123M -$1.72M -1% 2.89% 151% 365 6.58%