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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
HWM
5551
HighMark Wealth Management
Minnesota
$133M +$15.5M +13% 12.1% 110% 573 9.25%
AWM
5552
Aberdeen Wealth Management
Illinois
$133M +$19M +17% 11.7% 73.1% 168 4.17%
RB
5553
Renasant Bank
Mississippi
$132M +$19.1M +17% 9.16% 65% 194 17.53%
BI
5554
Berkeley Inc
Idaho
$132M +$13.7M +12% 10.8% 40.9% 82 10.98%
CTC (Chicago Trading Company)
5555
CTC (Chicago Trading Company)
Illinois
$132M -$27.2M -17% 5.32% 192% 312 14.1%
VU
5556
Valence8 US
Massachusetts
$132M 12.8% 69.9% 12
FIM
5557
FWL Investment Management
Texas
$132M +$18.9M +17% 6.22% 165% 197 72.59%
CBT
5558
CoreFirst Bank & Trust
Kansas
$132M +$15.9M +14% 12.1% 61.4% 418 12.44%
DADR
5559
Dynamo Administracao de Recursos
Brazil
$132M -$74M -36% 12.1% 350% 9 33.33%
WPW
5560
Watershed Private Wealth
Illinois
$132M 7.69% 71.4% 78
KCM
5561
Kennicott Capital Management
California
$132M +$7.48M +6% 4.58% 85.5% 42 9.52%
PFMU
5562
Privium Fund Management (UK)
United Kingdom
$132M +$53.4M +68% 11.2% 37.1% 91 75.82%
TFA
5563
Tranquilli Financial Advisor
New Jersey
$132M +$5.55M +4% 4.89% 55.1% 84 22.62%
WCM
5564
Wisconsin Capital Management
Wisconsin
$132M +$3.91M +3% 13.5% 153% 51 21.57%
CPSC
5565
Carl P. Sherr & Co
Massachusetts
$132M +$6.34M +5% 7.72% 68.8% 121 16.53%
RWP
5566
Ridgecrest Wealth Partners
California
$132M +$9.06M +7% 9.32% 89.7% 104 15.38%
AWG
5567
Altus Wealth Group
Colorado
$132M +$31.1M +31% 8.08% 68.6% 159 43.4%
MLIM
5568
Mountain Lake Investment Management
Florida
$132M +$14.1M +12% 16% 64% 38 34.21%
ANHIM
5569
Alan N. Hoffman Investment Management
Massachusetts
$131M -$15.8M -11% 8.12% 76.8% 10 0%
AL
5570
ADE LLC
Maryland
$131M +$42.2M +47% 7.72% 52.2% 82 31.71%
FA
5571
Fortis Advisors
Pennsylvania
$131M -$8.79M -6% 7.61% 72.8% 277 14.8%
WF
5572
Warner Financial
Maryland
$131M +$6.89M +6% 9.11% 62.1% 92 13.04%
PO
5573
Paradigm Operations
California
$131M -$108M -45% 45.1% 230% 1 0%
LI
5574
Latigo Investments
Florida
$131M +$12.3M +10% 10.2% 56.6% 16 0%
PD
5575
Planning Directions
Pennsylvania
$131M +$7.22M +6% 8.02% 46.3% 76 17.11%