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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
4626
Aberdeen Wealth Management
Illinois
$82.2M -$52M -39% 18.9% 56.7% 155 24.52%
PWM
4627
Peterson Wealth Management
Nevada
$82.1M -$27.9M -25% 10.9% 68.5% 51 17.65%
HWA
4628
Hilltop Wealth Advisors
North Carolina
$81.9M -$14.5M -15% 18.4% 43.9% 30 20%
PWM
4629
Provident Wealth Management
Tennessee
$81.9M -$30.3M -27% 20.2% 43.3% 60 16.67%
LBS
4630
Lawrence B. Seidman
$81.9M -$23.7M -22% 33.8% 12.3% 29 34.48%
GPA
4631
Garrison Point Advisors
California
$81.9M -$27.2M -25% 16.3% 69.7% 129 16.28%
OCP
4632
OCO Capital Partners
New York
$81.7M +$6.82M +9% 41.7% 484% 8 62.5%
MCM
4633
Mudrick Capital Management
New York
$81.7M +$10.9M +15% 45.3% 223% 7 71.43%
CA
4634
Crumly & Associates
Illinois
$81.4M -$15.1M -16% 17.4% 55.2% 66 51.52%
KFS
4635
Kelly Financial Services
Massachusetts
$81.1M -$49.4M -38% 13.6% 58.4% 613 12.89%
KI
4636
Koch Industries
Kansas
$81.1M -$34.8M -30% 30.2% 56.9% 3 33.33%
DTC
4637
Davidson Trust Company
Washington
$81.1M -$18.1M -18% 17.5% 54.5% 111 19.82%
IG
4638
Inherent Group
New York
$81M -$35.3M -30% 18.3% 61.7% 15 66.67%
GIM
4639
Greenwich Investment Management
Connecticut
$80.8M -$22.8M -22% 26% 68 22.06%
SCM
4640
Springhouse Capital Management
Connecticut
$80.7M -$24.3M -23% 28.9% 52% 20 50%
TCMNY
4641
Thrive Capital Management (New York)
New York
$80.5M -$64.3M -44% 9.03% 282% 4 50%
PP
4642
Pacifica Partners
Canada
$80.5M -$22.7M -22% 17.9% 123% 413 17.68%
MAM
4643
Monaco Asset Management
Monaco
$80.4M -$143M -64% 52.8% 97% 95 76.84%
BCWM
4644
Blue Chip Wealth Management
Florida
$80.3M -$27.8M -26% 15.5% 110 24.55%
IAP
4645
Indie Asset Partners
Indiana
$80.2M -$14M -15% 9.22% 121% 98 31.63%
OFG
4646
OTA Financial Group
New York
$80.2M -$69.5M -46% 23.8% 320% 84 85.71%
CFC
4647
Coyle Financial Counsel
Illinois
$80M -$27.6M -26% 18.7% 46.8% 60 30%
EPIM
4648
Equinox Partners Investment Management
Connecticut
$80M +$32.6M +69% 33% 284% 9 55.56%
CWM
4649
Capital Wealth Management
Rhode Island
$79.8M -$18.2M -19% 19% 46.7% 34 26.47%
GRIM
4650
Greenhaven Road Investment Management
Connecticut
$79.8M -$34.7M -30% 30.7% 76.8% 23 65.22%