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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
PWG
5426
Private Wealth Group
Florida
$148M -$3.89M -3% 8.29% 48.2% 41 4.88%
BG
5427
Benedetti & Gucer
Georgia
$148M +$16M +12% 11.3% 42.7% 103 25.24%
VCS
5428
Vaughan & Co Securities
New Jersey
$147M +$13.6M +10% 6.62% 50.9% 59 18.64%
LAI
5429
Legal Advantage Investments
California
$147M -$1.67M -1% 1.9% 105% 86 18.6%
BMCM
5430
Burns Matteson Capital Management
New York
$147M +$15.2M +11% 9.66% 144% 166 42.77%
ACWM
5431
Adams Chetwood Wealth Management
North Carolina
$147M +$9.08M +7% 7.89% 78 10.26%
GIM
5432
Greenwich Investment Management
Connecticut
$147M 3.47% 74
RB
5433
Renasant Bank
Mississippi
$147M +$20.9M +17% 7.7% 53.8% 210 20.95%
RC
5434
RDST Capital
Washington
$147M 4.83% 41% 16
BAG
5435
Briggs Advisory Group
Rhode Island
$147M 5.7% 49
MFA
5436
McClarren Financial Advisors
Pennsylvania
$147M +$18.3M +14% 5.71% 55.3% 342 11.11%
LWM
5437
Long Walk Management
Connecticut
$146M +$14.2M +11% 3.81% 261% 6 50%
EMCIP
5438
Ewing Morris & Co Investment Partners
Ontario, Canada
$146M 5.79% 51.6% 18
FFA
5439
Freedman Financial Associates
Massachusetts
$146M +$9.57M +7% 7.04% 510 8.63%
MI
5440
Merk Investments
California
$146M +$14.2M +11% 14.6% 338% 15 13.33%
OFG
5441
OTA Financial Group
New York
$146M +$63.3M +76% 2.27% 320% 121 74.38%
SWM
5442
Soundmark Wealth Management
Washington
$146M -$131M -47% 6.82% 17.2% 73 24.66%
VIG
5443
Vienna Insurance Group
Poland
$146M -$41.2M -22% 10.8% 88.1% 35 14.29%
DM
5444
Diker Management
New York
$146M -$48.2M -25% 4.51% 151% 45 35.56%
WW
5445
Westshore Wealth
California
$146M +$22.1M +18% 10.7% 44.5% 96 25%
KCA
5446
Karn Couzens & Associates
Connecticut
$146M +$14.5M +11% 8.68% 88 21.59%
QC
5447
Quaero Capital
Switzerland
$146M +$31K +0% 7.39% 62.4% 76 27.63%
ABP
5448
Arthur B. Page
$146M +$11.2M +8% 11.3% 40.4% 61 8.2%
CFO
5449
Capitol Family Office
Oregon
$146M 10.8% 42.6% 24
ACJ
5450
Autonomy Capital (Jersey)
Jersey
$146M -$37.6M -21% 2.61% 33.4% 26 26.92%