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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
CWM
5201
CCG Wealth Management
California
$153M -$6.46M -4% 3.17% 63% 71 19.72%
CIA
5202
Citadel Investment Advisory
Ohio
$153M -$1.87M -1% 0.38% 67.4% 81 1.23%
PWG
5203
Private Wealth Group
Florida
$153M +$55.5M +57% 3.39% 48.2% 55 12.73%
LIG
5204
Lokken Investment Group
Delaware
$153M -$863K -0.6% 2.98% 65.3% 142 13.38%
PWA
5205
PCG Wealth Advisors
Kansas
$152M -$8.58M -5% 1.87% 71.4% 118 19.49%
KM
5206
Kabouter Management
Illinois
$152M -$32M -17% 6.57% 12.9% 15 6.67%
RI
5207
Ridgewood Investments
New Jersey
$152M -$23.6M -13% 2.94% 840 78.93%
APSI
5208
Asset Planning Services Inc
Louisiana
$152M -$10.2M -6% 3.06% 113% 37 5.41%
BBW
5209
Blue Barn Wealth
Utah
$152M -$1.62M -1% 4.05% 46.4% 121 7.44%
LIM
5210
Lagoda Investment Management
New York
$152M +$10.4M +7% 11.5% 193% 43 6.98%
MA
5211
Menlo Advisors
California
$152M -$6.5M -4% 0.52% 81.9% 33 15.15%
SRWM
5212
Shira Ridge Wealth Management
California
$152M -$7.37M -5% 3.75% 64.9% 70 11.43%
LAM
5213
Lynch Asset Management
Pennsylvania
$152M -$3.31M -2% 0.78% 156% 47 2.13%
MSWM
5214
Mader & Shannon Wealth Management
Missouri
$152M -$9.81M -6% 2.65% 53.1% 19 47.37%
RHAM
5215
Round Hill Asset Management
California
$152M -$9.7M -6% 0.9% 40.7% 60 0%
NI
5216
NetEase Inc
China
$152M +$47.7M +46% 49.8% 992% 2 0%
PWM
5217
Pacific Wealth Management
California
$152M -$1.74M -1% 2.75% 37.5% 29 20.69%
UAM
5218
Unison Asset Management
Florida
$152M +$2.08M +1% 0.46% 84% 34 0%
AIM
5219
Alhambra Investment Management
Florida
$152M +$353K +0.2% 2.07% 61.5% 158 16.46%
ATWA
5220
Arbor Trust Wealth Advisors
Michigan
$152M -$5.41M -3% 2.79% 52.8% 98 10.2%
UOC
5221
University of Chicago
Illinois
$152M -$67.6M -31% 4.24% 19.1% 6 0%
TI
5222
TTP Investments
California
$152M +$145K +0.1% 6.27% 197% 43 39.53%
SC
5223
Scholtz & Company
Connecticut
$152M -$8.14M -5% 2.44% 82.6% 50 40%
TCM
5224
TAM Capital Management
Connecticut
$152M +$27.1M +22% 5.37% 0.76% 13 69.23%
STC
5225
Sarah T. Connolly
$152M -$14M -8% 3.46% 35% 96 13.54%