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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
BAG
5401
Briggs Advisory Group
Rhode Island
$147M 49
MFA
5402
McClarren Financial Advisors
Pennsylvania
$147M +$18.3M +14% 342
LWM
5403
Long Walk Management
Connecticut
$146M +$14.2M +11% 6
EMCIP
5404
Ewing Morris & Co Investment Partners
Ontario, Canada
$146M 18
FFA
5405
Freedman Financial Associates
Massachusetts
$146M +$9.57M +7% 510
MI
5406
Merk Investments
California
$146M +$14.2M +11% 15
SWM
5407
Soundmark Wealth Management
Washington
$146M -$131M -47% 73
VIG
5408
Vienna Insurance Group
Poland
$146M -$41.2M -22% 35
DM
5409
Diker Management
New York
$146M -$48.2M -25% 45
WW
5410
Westshore Wealth
California
$146M +$22.1M +18% 96
ABP
5411
Arthur B. Page
$146M +$11.2M +8% 61
KCA
5412
Karn Couzens & Associates
Connecticut
$146M +$14.5M +11% 88
QC
5413
Quaero Capital
Switzerland
$146M +$31K +0% 79
CFO
5414
Capitol Family Office
Oregon
$146M 24
AWA
5415
AmeriServ Wealth Advisors
Pennsylvania
$146M +$15.9M +12% 66
CC
5416
Carrhae Capital
United Kingdom
$146M +$27.9M +24% 17
WCA
5417
Waypoint Capital Advisors
Minnesota
$146M 97
WMP
5418
Wealth Management Partners
Arizona
$146M +$10.8M +8% 120
DTC
5419
Davidson Trust Company
Washington
$146M +$14.6M +11% 130
SNBOSCI
5420
Security National Bank of Sioux City Iowa
Iowa
$146M +$15.7M +12% 93
SV
5421
Stilwell Value
New York
$146M -$2.55M -2% 40
PS
5422
Planned Solutions
California
$146M 77
MAM
5423
McCarthy Asset Management
California
$145M +$12.4M +9% 371
NCM
5424
Next Capital Management
New York
$145M +$7.7M +6% 118
RHDIC
5425
R.H. Dinel Investment Counsel
California
$145M +$12M +9% 55