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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
NOI
5751
Newton One Investments
Delaware
$137M -$4.36M -3% 5.13% 38.7% 132 7.58%
HAM
5752
HoldCo Asset Management
Florida
$137M -$488M -78% 1.82% 24 4.17%
WPWM
5753
Western Pacific Wealth Management
Illinois
$137M -$18.3M -12% 12.8% 66.3% 245 14.29%
KSWA
5754
Kathleen S. Wright Associates
Pennsylvania
$137M +$1.18M +0.9% 0.82% 66% 160 13.13%
DAM
5755
Doheny Asset Management
California
$137M -$5.59M -4% 5.01% 135% 93 11.83%
AWA
5756
AmeriServ Wealth Advisors
Pennsylvania
$137M -$8.75M -6% 5.81% 68 8.82%
NED
5757
Nancy E. Dempze
$137M -$11.3M -8% 5.06% 83.1% 82 8.54%
MIM
5758
Merrion Investment Management
New Jersey
$137M +$511K +0.4% 0.7% 166% 103 9.71%
GCM
5759
Gator Capital Management
Florida
$137M -$1.36M -1% 5.84% 245% 81 19.75%
BAM
5760
Bayshore Asset Management
Florida
$136M -$1.21M -0.9% 3.05% 62.3% 25 16%
CFSG
5761
Clark Financial Services Group
Missouri
$136M -$12.3M -8% 3.6% 102% 73 21.92%
CWM
5762
Cherrydale Wealth Management
New Jersey
$136M +$2.91M +2% 6.59% 72% 44 18.18%
WFA
5763
WMG Financial Advisors
Tennessee
$136M +$7.74M +6% 5.57% 68% 194 21.13%
SC
5764
Schiavi & Co
Delaware
$136M +$2.92M +2% 2.53% 41.4% 17 23.53%
HPWM
5765
High Pines Wealth Management
Massachusetts
$136M -$7.52M -5% 5.79% 28.3% 37 2.7%
VLC
5766
Van Leeuwen & Company
New Jersey
$136M -$42.4M -24% 3.09% 75.4% 80 42.5%
PWG
5767
Private Wealth Group
Florida
$136M -$11.7M -8% 1.49% 48.2% 46 10.87%
TCMV
5768
Technology Crossover Management VII
California
$136M -$82.6M -38% 37.8% 35.2% 1 0%
RF
5769
RHS Financial
California
$136M -$8.28M -6% 4.22% 57.8% 91 21.98%
WCM
5770
Westerly Capital Management
California
$135M -$16.8M -11% 9.47% 116% 57 47.37%
LF
5771
LifeSteps Financial
California
$135M -$6.06M -4% 4.6% 88% 84 8.33%
GIP
5772
General Industrial Partners
United Kingdom
$135M -$71.6M -35% 12.8% 10 70%
EA
5773
Evolution Advisers
Virginia
$135M -$843K -0.6% 5.25% 40.8% 175 33.14%
MAM
5774
McLean Asset Management
Virginia
$135M -$124M -48% 3.03% 64.3% 139 13.67%
EFS
5775
Econ Financial Services
Pennsylvania
$135M -$586K -0.4% 6.17% 16.9% 212 42.45%