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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
APSI
5551
Asset Planning Services Inc
Louisiana
$179M +$14.5M +9% 17.3% 117% 36 2.78%
HAG
5552
HF Advisory Group
Maryland
$179M +$22.2M +14% 8.42% 64.2% 160 8.75%
SCMS
5553
Serenity Capital Management (Singapore)
Singapore
$179M +$4.35M +2% 3.61% 21% 4 25%
LAI
5554
Legal Advantage Investments
California
$179M +$12.4M +7% 11.5% 105% 108 12.04%
CCM
5555
Conway Capital Management
California
$179M +$23.9M +15% 22.5% 139% 46 17.39%
CAM
5556
CPA Asset Management
Florida
$179M +$14.2M +9% 5.33% 48.8% 78 7.69%
NCM
5557
NCM Capital Management
New Jersey
$178M +$13.6M +8% 13% 105% 172 15.12%
MSWM
5558
Mader & Shannon Wealth Management
Missouri
$178M +$2.5M +1% 3.74% 53.1% 11 0%
SWM
5559
Solano Wealth Management
California
$178M +$12.8M +8% 6.35% 32 15.63%
ANHIM
5560
Alan N. Hoffman Investment Management
Massachusetts
$178M -$359K -0.2% 4.14% 76.8% 14 0%
SOAG
5561
Silver Oak Advisory Group
Oregon
$178M +$7.9M +5% 2.38% 27% 65 7.69%
SPWM
5562
Straight Path Wealth Management
Michigan
$178M +$7.66M +4% 0.65% 70.6% 102 23.53%
MW
5563
Melia Wealth
Oklahoma
$178M -$12.2M -6% 3.38% 24 58.33%
MSAGDF
5564
Moneda SA Administradora General de Fondos
Chile
$178M -$44.5M -20% 5.48% 34.5% 27 11.11%
LSIA
5565
LaSalle St. Investment Advisors
Illinois
$178M +$28.8M +19% 6.08% 61.9% 141 14.18%
PIAS
5566
PCA Investment Advisory Services
Ohio
$178M +$26.5M +17% 9% 63.7% 137 13.87%
MWM
5567
Maltin Wealth Management
New Jersey
$178M +$20.7M +13% 5.87% 51.9% 127 13.39%
AWM
5568
AAF Wealth Management
Massachusetts
$178M +$6.75M +4% 8.13% 65.8% 54 20.37%
CWA
5569
Consilium Wealth Advisory
Texas
$178M +$11.5M +7% 11.6% 118% 88 9.09%
GA
5570
Greytown Advisors
Florida
$178M -$9.56M -5% 8.04% 14.1% 90 18.89%
VAMG
5571
Voisard Asset Management Group
Michigan
$178M +$11.5M +7% 3.66% 393 10.94%
WM
5572
Whitford Management
New York
$178M -$76.9M -30% 9.19% 76.2% 24 20.83%
CIA
5573
Citadel Investment Advisory
Ohio
$178M +$14.2M +9% 10.5% 67.4% 83 2.41%
GCM
5574
Goldstream Capital Management
Hong Kong
$177M +$27.1M +18% 26.5% 686% 35 34.29%
CPSC
5575
Carl P. Sherr & Co
Massachusetts
$177M +$12.1M +7% 9.83% 68.8% 124 9.68%