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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
KMWM
4626
Keudell/Morrison Wealth Management
Oregon
$158M +$2.03M +1% 158
KPWG
4627
KFA Private Wealth Group
Virginia
$158M +$24.1M +18% 73
SCM
4628
Salem Capital Management
Massachusetts
$157M +$19.3M +14% 67
HH
4629
HWG Holdings
Texas
$157M +$50.6M +47% 139
CHA
4630
Carmichael Hill & Associates
Maryland
$157M +$18.9M +14% 704
TWM
4631
Triton Wealth Management
Arizona
$157M +$38M +32% 96
SR
4632
Swiss Re
Switzerland
$157M +$15.8M +11% 2
ANHIM
4633
Alan N. Hoffman Investment Management
Massachusetts
$157M 11
PWM
4634
Pacific Wealth Management
California
$157M 11
PLU
4635
Performa Ltd (US)
South Carolina
$157M +$39.6M +34% 39
SWM
4636
Soundmark Wealth Management
Washington
$157M 60
V
4637
ValueWorks
New York
$157M +$38M +32% 33
CCM
4638
Consolidated Capital Management
California
$157M -$34.5M -18% 33
HS
4639
HighVista Strategies
Massachusetts
$157M +$19.3M +14% 147
FWM
4640
Filbrandt Wealth Management
Wisconsin
$156M +$28.7M +22% 195
FCCM
4641
First City Capital Management
Georgia
$156M -$113M -42% 203
EHI
4642
Eagle Health Investments
Connecticut
$156M 24
MA
4643
Mezzasalma Advisors
New Jersey
$156M 93
ACM
4644
AREX Capital Management
New York
$156M +$555K +0.4% 12
BPGAM
4645
BTG Pactual Global Asset Management
Bermuda
$156M +$42.9M +38% 101
APSI
4646
Asset Planning Services Inc
Louisiana
$156M +$10.1M +7% 41
HFA
4647
HC Financial Advisors
California
$156M +$16.4M +12% 420
PIM
4648
Profit Investment Management
Maryland
$156M -$5.83M -4% 93
HIC
4649
Harbor Island Capital
Massachusetts
$156M +$31.5M +25% 15
AWM
4650
Act Wealth Management
Texas
$156M 30