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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
MI
5226
Moneywise Inc
Virginia
$155M +$20.9M +16% 4.06% 58% 51 9.8%
FOA
5227
Five Oceans Advisors
California
$155M +$10.1M +7% 7.03% 78.8% 162 14.2%
MUAMU
5228
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$155M +$11.3M +8% 9.49% 138% 100 31%
AWM
5229
AllSquare Wealth Management
New York
$155M +$8.67M +6% 5.58% 62.4% 568 7.92%
SIAM
5230
Sterling Investment Advisors (Missouri)
Missouri
$155M +$8.26M +6% 5.02% 37.8% 29 13.79%
WC
5231
Wynnefield Capital
New York
$154M -$19.5M -11% 1.06% 52.1% 21 19.05%
MIM
5232
Moseley Investment Management
Florida
$154M +$14.6M +10% 12.4% 96.6% 149 9.4%
YEPX
5233
Yorktown Energy Partners XI
New York
$154M +$9.01M +6% 9.42% 105% 4 0%
CI
5234
Cordant Inc
Oregon
$154M +$5.59M +4% 4.07% 47% 83 15.66%
TL
5235
TowerView LLC
New York
$154M -$1.04M -0.7% 0.42% 17.9% 26 11.54%
WA
5236
Watchtower Advisors
Connecticut
$154M -$15.2M -9% 15.5% 384% 18 50%
W
5237
WorthPointe
California
$154M +$6.35M +4% 3.78% 59.7% 60 30%
NG
5238
NWK Group
California
$154M +$18M +13% 26.2% 268% 82 35.37%
BP
5239
BCK Partners
New York
$154M +$6.28M +4% 4.22% 44.6% 29 10.34%
GSB
5240
Greenfield Savings Bank
Massachusetts
$154M +$2.59M +2% 5.8% 97.3% 141 9.22%
FFG
5241
Fortem Financial Group
California
$154M -$17.1M -10% 5.45% 179% 166 18.07%
IFA
5242
Invus Financial Advisors
New York
$154M -$34.4M -18% 1.62% 29.5% 9 11.11%
SRA
5243
Summit Rock Advisors
New York
$153M +$6.62M +5% 0.88% 3 66.67%
AFG
5244
ABLE Financial Group
Arizona
$153M 5.09% 57.8% 129
GIA
5245
Goodwin Investment Advisory
Georgia
$153M +$12.4M +9% 10% 60.8% 223 66.82%
OFM
5246
Omega Fund Management
Massachusetts
$153M -$143M -48% 0.53% 106% 16 12.5%
CJFS
5247
Coulter & Justus Financial Services
Tennessee
$153M +$6.09M +4% 4.62% 53 15.09%
TRIA
5248
Trail Ridge Investment Advisors
Colorado
$153M +$8.01M +6% 7.17% 76% 126 15.87%
AWM
5249
AAF Wealth Management
Massachusetts
$153M +$12.1M +9% 6% 65.8% 50 22%
CB
5250
Centennial Bank
Arkansas
$153M -$21.6M -12% 3.63% 69.9% 344 10.17%