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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
5226
CCG Wealth Management
California
$159M +$8.04M +5% 5.83% 63% 67 8.96%
ITB
5227
Idaho Trust Bank
Idaho
$159M 3.15% 37.7% 74
WMP
5228
Wealth Management Partners
Arizona
$159M +$16M +11% 11.6% 179% 116 6.03%
VIP
5229
Viewpoint Investment Partners
Alberta, Canada
$159M +$33.3M +27% 3.56% 31.9% 7 0%
AFA
5230
AllGen Financial Advisors
Florida
$159M +$15.6M +11% 1.73% 39.7% 35 8.57%
HWP
5231
Highline Wealth Partners
California
$159M +$12.5M +9% 8.97% 82.9% 349 6.88%
MA
5232
Menlo Advisors
California
$159M +$13.1M +9% 7.29% 81.9% 31 6.45%
IW
5233
Imprint Wealth
South Carolina
$159M +$6.64M +4% 4.12% 182 19.78%
SW
5234
StrongBox Wealth
Missouri
$159M +$9.5M +6% 5.47% 57.8% 90 11.11%
FH
5235
FWG Holdings
Florida
$158M +$19.6M +14% 7.19% 70.6% 100 17%
BMC
5236
Beaton Management Company
Massachusetts
$158M +$9.87M +7% 6.62% 79.9% 132 5.3%
ACM
5237
Ayrshire Capital Management
Connecticut
$158M +$11.5M +8% 7.59% 78.4% 50 12%
IWA
5238
IVC Wealth Advisors
Pennsylvania
$158M +$16.8M +12% 6.3% 70.8% 165 16.97%
KIC
5239
Kensington Investment Counsel
California
$158M +$25.2M +19% 7.6% 61.6% 99 17.17%
HAM
5240
HoldCo Asset Management
Florida
$158M -$24M -13% 17.9% 22 13.64%
EFIC
5241
Eliot Finkel Investment Counsel
California
$158M +$714K +0.5% 2.51% 55.2% 31 3.23%
BWM
5242
Baron Wealth Management
Michigan
$158M +$16.3M +12% 8.01% 86.8% 151 13.91%
JIC
5243
Juniper Investment Company
New York
$157M +$20.6M +15% 36.6% 387% 9 0%
FNBSF
5244
First National Bank Sioux Falls
South Dakota
$157M +$13.1M +9% 4.32% 65.4% 116 6.9%
RFG
5245
Range Financial Group
Oregon
$157M +$4.58M +3% 6.47% 188% 185 29.19%
ATWA
5246
Arbor Trust Wealth Advisors
Michigan
$157M +$5.12M +3% 5.67% 52.8% 104 14.42%
EFSCE
5247
Enterprise Financial Services Corp (EFSC)
Missouri
$157M +$4.14M +3% 5.25% 67.6% 166 7.23%
SIM
5248
SummerHaven Investment Management
Connecticut
$157M -$14.4M -8% 13.9% 143% 197 0.51%
ZCM
5249
Zenyatta Capital Management
Delaware
$157M +$64.2M +69% 2.08% 38 55.26%
SIAM
5250
Sterling Investment Advisors (Missouri)
Missouri
$157M +$2.67M +2% 2.37% 37.8% 29 6.9%