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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
GWM
5351
Gitterman Wealth Management
New Jersey
$124M +$977K +0.8% 0.49% 33% 90 30%
DI
5352
DRH Investments
California
$124M -$10.6M -8% 2.86% 56.4% 14 7.14%
CCM
5353
Clearfield Capital Management
New York
$124M -$56.2M -31% 1.95% 177% 9 44.44%
PIA
5354
Pinion Investment Advisors
Kansas
$124M -$124K -0.1% 0.36% 61.8% 160 18.75%
ASFA
5355
All Season Financial Advisors
Colorado
$124M -$15.3M -11% 0.49% 33.8% 160 52.5%
KLC
5356
Knowledge Leaders Capital
Colorado
$124M -$25.6M -17% 0.54% 51.6% 137 27.74%
LWP
5357
Laurel Wealth Planning
Minnesota
$124M +$9.14M +8% 1.3% 41.6% 229 41.92%
WW
5358
Westshore Wealth
California
$124M -$70.6M -36% 3.85% 44.5% 143 48.25%
AAM
5359
American Asset Management
Florida
$124M -$3.98M -3% 0.09% 42.5% 9 0%
AF
5360
Aldebaran Financial
$124M +$2.06M +2% 0.45% 70.5% 91 8.79%
WAM
5361
Werlinich Asset Management
Connecticut
$124M -$61.4K -0% 0.42% 215% 58 8.62%
DP
5362
Divergent Planning
Maryland
$124M +$303K +0.2% 0.28% 43.3% 17 5.88%
P
5363
Palladiem
Pennsylvania
$124M -$243K -0.2% 1.72% 70 25.71%
AA
5364
Alta Advisers
United Kingdom
$124M -$15.9M -11% 0.76% 78.9% 6 16.67%
MFS
5365
Monetta Financial Services
Illinois
$124M -$6.13M -5% 0.67% 197% 40 25%
IAP
5366
Indie Asset Partners
Indiana
$123M +$112K +0.1% 2.66% 121% 137 14.6%
RWM
5367
Refined Wealth Management
Utah
$123M +$4.36M +4% 1.73% 76.8% 21 4.76%
SCM
5368
SCW Capital Management
Texas
$123M -$20.8M -14% 6.13% 179% 9 22.22%
CC
5369
Caxton Corporation
New Jersey
$123M -$22.6M -15% 11.5% 778% 66 21.21%
CWA
5370
Choice Wealth Advisors
Maine
$123M -$15.9M -11% 0.25% 52.3% 30 23.33%
SC
5371
Schiavi & Co
Delaware
$123M +$1.7M +1% 1.5% 33% 11 0%
BC
5372
Belmont Capital
California
$123M +$26.2M +27% 1.89% 182% 79 26.58%
VCM
5373
Verger Capital Management
North Carolina
$123M +$491K +0.4% 0.95% 48% 12 0%
AFA
5374
AllGen Financial Advisors
Florida
$123M -$7.77M -6% 0.46% 39.7% 36 16.67%
SWM
5375
Salvus Wealth Management
New Jersey
$123M +$3.92M +3% 0.43% 104% 103 8.74%