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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
IWMWV
5376
Ironwood Wealth Management (West Virginia)
West Virginia
$135M -$4.52M -3% 0.92% 35.2% 42 50%
AEPV
5377
AH Equity Partners V
California
$135M -$19M -12% 15.6% 3 33.33%
ABP
5378
Arthur B. Page
$135M -$5.7M -4% 0.21% 40.4% 60 6.67%
OH
5379
Oikos Holdings
New York
$134M +$40.8M +44% 0.49% 5.54% 4 25%
HC
5380
Hatton Consulting
Arizona
$134M +$6.86M +5% 1.08% 50 18%
BAM
5381
Beaumont Asset Management
Texas
$134M +$4.53M +3% 1.3% 64.3% 70 8.57%
NOI
5382
Newton One Investments
Delaware
$134M +$8.13M +6% 1.21% 38.7% 133 13.53%
CM
5383
CM Management
Florida
$134M -$4.28M -3% 4.06% 110% 98 19.39%
MSA
5384
Mason Street Advisors
Wisconsin
$134M +$22.9M +21% 1.46% 32% 9 11.11%
SAM
5385
Satovsky Asset Management
New York
$134M +$2.99M +2% 0.45% 53.6% 30 6.67%
MWM
5386
Moulton Wealth Management
Washington
$134M -$3.01M -2% 0.04% 47.1% 44 56.82%
PWA
5387
Phoenix Wealth Advisors
North Carolina
$134M -$4.68M -3% 0.65% 60.1% 399 12.28%
CGH
5388
CMG Global Holdings
Texas
$134M +$1.39M +1% 1.87% 79.4% 88 6.82%
KXA
5389
KPCB XV Associates
California
$134M -$90.1M -40% 5.45% 4 25%
VCS
5390
Vaughan & Co Securities
New Jersey
$134M -$1.51M -1% 1.92% 65.6% 54 3.7%
PM
5391
Parametrica Management
Hong Kong
$134M -$1.64M -1% 4.23% 584% 131 70.99%
HP
5392
Harvey Partners
New York
$134M -$10.7M -7% 0.13% 174% 35 14.29%
AC
5393
AWM Capital
Arizona
$134M 2.25% 46.9% 62
RCA
5394
Reitz Capital Advisors
Michigan
$134M -$8.19M -6% 0.66% 11% 52 15.38%
TFA
5395
Tranquilli Financial Advisor
New Jersey
$133M +$299K +0.2% 0.45% 55.1% 80 8.75%
RHDIC
5396
R.H. Dinel Investment Counsel
California
$133M -$6.96M -5% 0.66% 34.1% 55 0%
C
5397
Clearshares
New York
$133M +$4.44M +3% 1.01% 38 5.26%
MAM
5398
McCarthy Asset Management
California
$133M -$7.55M -5% 0.24% 451 25.94%
GPC
5399
Greenstone Partners & Co
California
$133M +$295K +0.2% 3.45% 527% 12 16.67%
PWMG
5400
Pinnacle Wealth Management Group
Michigan
$133M -$4.09M -3% 1.7% 55.7% 126 13.49%