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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
PWIA
5426
Porter White Investment Advisors
Alabama
$197M -$2.43M -1% 1.58% 55.8% 33 3.03%
MM
5427
Monolith Management
Hong Kong
$197M +$25.8M +15% 31.9% 29 79.31%
NF
5428
Nvest Financial
New Hampshire
$197M +$21.7M +12% 1.9% 75.6% 113 21.24%
PI
5429
Pettee Investors
Connecticut
$197M -$8.48M -4% 0.59% 66.9% 120 5.83%
MC
5430
Matisse Capital
Oregon
$197M -$8.93M -4% 1.9% 52.1% 186 14.52%
MADR
5431
Milestones Administradora de Recursos
Brazil
$197M -$54.3M -22% 3.21% 114% 30 30%
NAG
5432
Northstar Advisory Group
New Jersey
$197M +$4.14M +2% 5.66% 141% 113 22.12%
LI
5433
Latigo Investments
Florida
$197M -$8.16M -4% 2.65% 45.2% 19 5.26%
NERM
5434
New England Research & Management
Illinois
$197M -$16.5M -8% 0.9% 56.4% 183 35.52%
LFG
5435
Leverty Financial Group
Wisconsin
$197M +$13.5M +7% 1.99% 51.4% 39 10.26%
CC
5436
Checkpoint Capital
California
$196M -$5.09M -3% 4.4% 18 22.22%
ICM
5437
Intrepid Capital Management
Florida
$196M +$16.2M +9% 3.42% 60% 113 16.81%
SWM
5438
SK Wealth Management
Rhode Island
$196M +$934K +0.5% 0.46% 71 0%
DWM
5439
Dopkins Wealth Management
New York
$196M +$72.5M +59% 1.36% 64.4% 90 30%
HAFG
5440
Hansen & Associates Financial Group
California
$196M +$6.88M +4% 3.43% 25 64%
MWA
5441
Miller Wealth Advisors
Colorado
$196M +$12.6M +7% 9.53% 117% 94 12.77%
AMIM
5442
Aull & Monroe Investment Management
Alabama
$196M -$19.4M -9% 3.03% 96.6% 130 4.62%
GAAM
5443
Guinness Atkinson Asset Management
California
$196M -$9.47M -5% 1.48% 132% 101 16.83%
CWM
5444
Cahill Wealth Management
Michigan
$196M +$2.3M +1% 0.87% 24.7% 51 5.88%
MA
5445
Menlo Advisors
California
$196M +$1.75M +0.9% 3.64% 81.9% 31 12.9%
AWM
5446
Aviso Wealth Management
Washington
$196M +$11.7M +6% 5.26% 153 11.76%
TWA
5447
Tandem Wealth Advisors
Arizona
$196M -$1.38M -0.7% 1.98% 33.1% 55 16.36%
SIAG
5448
Signet Investment Advisory Group
Rhode Island
$196M -$3.81M -2% 1.32% 59.9% 75 10.67%
SFP
5449
Strategic Financial Partners
Oregon
$196M -$16.1K -0% 0.6% 43% 72 9.72%
CWM
5450
Chronos Wealth Management
Florida
$196M +$4.05M +2% 0.6% 86.4% 43 4.65%