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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
PWM
4801
Pacific Wealth Management
California
$157M 6.9% 68.9% 11
ANHIM
4802
Alan N. Hoffman Investment Management
Massachusetts
$157M 10.3% 76.8% 11
PLU
4803
Performa Ltd (US)
South Carolina
$157M +$39.6M +34% 13.1% 55.8% 39 87.18%
SWM
4804
Soundmark Wealth Management
Washington
$157M 16.8% 17.2% 60
V
4805
ValueWorks
New York
$157M +$38M +32% 206% 190% 33 21.21%
CCM
4806
Consolidated Capital Management
California
$157M -$34.5M -18% 12.9% 159% 33 3.03%
HS
4807
HighVista Strategies
Massachusetts
$157M +$19.3M +14% 16.5% 622% 147 43.54%
BFP
4808
Briaud Financial Planning
Texas
$157M +$18.3M +13% 2.66% 93.1% 25 44%
FWM
4809
Filbrandt Wealth Management
Wisconsin
$156M +$28.7M +22% 19% 195 32.31%
BM
4810
Baymount Management
Florida
$156M +$84.8M +118% 31.6% 14 92.86%
FCCM
4811
First City Capital Management
Georgia
$156M -$113M -42% 10.6% 76.5% 203 26.11%
EHI
4812
Eagle Health Investments
Connecticut
$156M 11.8% 241% 24
MA
4813
Mezzasalma Advisors
New Jersey
$156M 27.3% 194% 93
ACM
4814
AREX Capital Management
New York
$156M +$555K +0.4% 30.1% 36.2% 12 41.67%
APSI
4815
Asset Planning Services Inc
Louisiana
$156M +$10.1M +7% 8.99% 117% 41 12.2%
MSDF
4816
Michael & Susan Dell Foundation
New York
$156M -$345M -69% 5.64% 238% 6 83.33%
HFA
4817
HC Financial Advisors
California
$156M +$16.4M +12% 12.5% 31.2% 420 18.57%
PIM
4818
Profit Investment Management
Maryland
$156M -$5.83M -4% 29.9% 101% 92 7.61%
HIC
4819
Harbor Island Capital
Massachusetts
$156M +$31.5M +25% 25.3% 231% 15 0%
AWM
4820
Act Wealth Management
Texas
$156M 13.5% 66.7% 30
MS
4821
Madden Securities
Texas
$155M +$20.8M +15% 14.2% 92.2% 132 18.18%
AAMC
4822
Asset Allocation & Management Company
Illinois
$155M -$61.4M -28% 9.07% 53.8% 44 25%
CGFA
4823
Colton Groome Financial Advisors
North Carolina
$155M +$12.7M +9% 11.8% 59.3% 65 21.54%
SLWA
4824
San Luis Wealth Advisors
California
$155M 25.9% 58.8% 122
TWM
4825
TLW Wealth Management
Florida
$155M +$20.5M +15% 16.8% 82.9% 19 0%