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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
CASB
5351
Cape Ann Savings Bank
Massachusetts
$143M +$6M +4% 5.32% 59.5% 81 2.47%
SWP
5352
ShoreHaven Wealth Partners
New Jersey
$143M +$667K +0.5% 6.33% 63.8% 86 29.07%
LFWA
5353
LBJ Family Wealth Advisors
Texas
$143M +$8.57M +6% 8.05% 59% 23 4.35%
MAS
5354
Madden Advisory Services
Florida
$142M +$8.79M +7% 6.44% 44.7% 80 3.75%
FF
5355
Friedenthal Financial
New Jersey
$142M -$1.49M -1% 9.05% 111% 151 62.25%
C
5356
CEDRUS
Colorado
$142M +$18M +14% 4.49% 19.8% 166 15.06%
DCM
5357
Delta Capital Management
New Jersey
$142M +$4.9M +4% 1.93% 125% 89 6.74%
TCM
5358
Thames Capital Management
New Jersey
$142M -$68.5M -33% 15.9% 642% 31 61.29%
GSC
5359
Grey Street Capital
Illinois
$142M 14.6% 131
MM
5360
MWG Management
British Virgin Islands
$142M -$53.8M -27% 27.1% 59.2% 3 0%
CFO
5361
Custos Family Office
Texas
$142M +$16.7M +13% 4.77% 56.2% 46 28.26%
TCM
5362
Tandem Capital Management
New Jersey
$142M +$15.1M +12% 10.4% 83.8% 110 17.27%
WR
5363
WD Rutherford
Oregon
$142M +$14.5M +11% 16.7% 170% 130 41.54%
MFC
5364
Morris Financial Concepts
South Carolina
$142M +$18.1M +15% 5.52% 46.7% 155 9.68%
JIM
5365
JCP Investment Management
Texas
$142M +$23.4M +20% 12.2% 64.9% 20 45%
NFP
5366
NorthLanding Financial Partners
New York
$142M +$2.72M +2% 5.38% 48.7% 68 11.76%
MRI
5367
Mad River Investors
Massachusetts
$142M -$30.5M -18% 11% 206% 27 18.52%
GWCM
5368
Godshalk Welsh Capital Management
Pennsylvania
$142M +$4.56M +3% 3.62% 54.7% 119 5.88%
NECFA
5369
New England Capital Financial Advisors
Connecticut
$142M +$531K +0.4% 6.07% 55.6% 452 5.75%
HG
5370
Herbst Group
Connecticut
$142M +$17.9M +14% 8.91% 139% 73 6.85%
MA
5371
Mezzasalma Advisors
New Jersey
$141M +$26.8M +23% 24.6% 157% 90 11.11%
PIAS
5372
PCA Investment Advisory Services
Ohio
$141M 5.95% 63.7% 114
EWG
5373
Executive Wealth Group
Washington
$141M +$10.3M +8% 7.16% 14.9% 45 4.44%
BWM
5374
Baron Wealth Management
Michigan
$141M +$10.8M +8% 6.46% 86.8% 149 18.79%
SCM
5375
Segra Capital Management
Florida
$141M +$4.9M +4% 5.52% 116% 8 25%