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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
SWM
5476
Soundmark Wealth Management
Washington
$143M -$3.5M -2% 62
FAM
5477
Frontier Asset Management
Wyoming
$143M +$6.9M +5% 39
SMP
5478
Santa Monica Partners
Florida
$143M -$14.4M -9% 22
RWRC
5479
R.W. Roge & Company
New York
$143M +$12.8M +10% 43
M1FG
5480
Mach-1 Financial Group
Arkansas
$143M -$6.58M -4% 350
PD
5481
Planning Directions
Pennsylvania
$142M -$7.81M -5% 79
SC
5482
SkyKnight Capital
California
$142M -$67.4M -32% 4
DS
5483
Dalal Street
Texas
$142M -$74.3M -34% 2
TWM
5484
Trinity Wealth Management
Pennsylvania
$142M -$3.1M -2% 43
PLU
5485
Performa Ltd (US)
South Carolina
$142M -$20.7M -13% 74
AFS
5486
AFG Fiduciary Services
Massachusetts
$142M -$151K -0.1% 97
DI
5487
Dalton Investments
Nevada
$142M -$10.9M -7% 23
SIM
5488
Sterling Investment Management
Arizona
$142M -$18.4M -11% 73
NPP
5489
New Potomac Partners
Maryland
$142M -$12.3M -8% 63
PM
5490
Prosight Management
Texas
$142M -$8.14M -5% 41
CAM
5491
Crown Advisors Management
California
$142M -$13.4M -9% 49
SV
5492
Stilwell Value
New York
$142M -$3.66M -3% 42
IWP
5493
Insight Wealth Partners
Texas
$142M -$39M -22% 85
CPP
5494
Capasso Planning Partners
South Carolina
$142M +$4.8M +4% 97
NIMC
5495
Nierenberg Investment Management Company
Washington
$141M +$20.3M +17% 43
DI
5496
DRH Investments
California
$141M +$5.08M +4% 18
NFG
5497
Northeast Financial Group
Pennsylvania
$141M -$29.7M -17% 50
BC
5498
Barnett & Company
Tennessee
$141M -$2.48M -2% 285
ASFA
5499
All Season Financial Advisors
Colorado
$141M -$2.88M -2% 183
ADIM
5500
Alpha DNA Investment Management
Maryland
$141M -$15.5M -10% 169