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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
WAM
5376
WealthTrust Asset Management
Florida
$150M +$38M +34% 8.96% 97.9% 81 19.75%
SFS
5377
Solitude Financial Services
Virginia
$150M +$5.11M +4% 7.45% 55.4% 44 15.91%
TMC
5378
Trellus Management Company
Florida
$150M +$13M +9% 4.18% 268% 79 55.7%
BI
5379
Berkeley Inc
Idaho
$150M +$14.4M +11% 6.58% 40.9% 94 11.7%
PD
5380
Planning Directions
Pennsylvania
$150M +$12.8M +9% 6.92% 36.4% 78 7.69%
BAM
5381
Beaumont Asset Management
Texas
$150M +$15.7M +12% 7.93% 64.3% 71 8.45%
BOM
5382
Bank of Marin
California
$150M +$13.4M +10% 10.4% 67.1% 127 5.51%
CAMV
5383
Concord Asset Management (Virginia)
Virginia
$150M 3.69% 64.7% 46
HPCM
5384
High Pointe Capital Management
Illinois
$150M +$23.5M +19% 8.05% 92.4% 97 12.37%
ORC
5385
O'Rourke & Company
Massachusetts
$150M 9.67% 62.4% 119
RDFA
5386
Ritter Daniher Financial Advisory
Ohio
$150M +$13.3M +10% 10.1% 56.7% 260 24.62%
LI
5387
Latigo Investments
Florida
$150M 5.19% 45.2% 16
PWM
5388
Peterson Wealth Management
Nevada
$150M +$20.7M +16% 8.63% 68.5% 61 11.48%
BEW
5389
Burton Enright Welch
California
$149M 8.98% 62.8% 58
PS
5390
Planned Solutions
California
$149M 6.08% 60.8% 78
WA
5391
WESPAC Advisors
California
$149M -$12.8M -8% 10.7% 84.5% 191 37.17%
SC
5392
Samjo Capital
New York
$149M +$13M +10% 15.9% 89.1% 20 15%
FCOMV
5393
Foresite Capital Opportunity Management V
California
$149M 35.7% 9
CCM
5394
Colorado Capital Management
Colorado
$149M +$7.5M +5% 6.9% 53.4% 80 11.25%
CWM
5395
Chicago Wealth Management
Illinois
$149M +$12M +9% 8.37% 110% 47 17.02%
RPG
5396
Resource Planning Group
Georgia
$149M -$10.1M -6% 2.79% 1.9% 90 25.56%
VMV
5397
Venrock Management VI
California
$149M +$3.14M +2% 2.16% 2 0%
AS
5398
American Securities
New York
$149M -$49.7M -25% 25% 1 0%
SAM
5399
Satovsky Asset Management
New York
$149M +$15M +11% 11.9% 48.9% 33 18.18%
CCP
5400
Cassia Capital Partners
North Carolina
$149M +$3.52M +2% 4.97% 45.8% 151 93.38%