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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
AA
5801
Aufman Associates
Pennsylvania
$108M +$13.2M +14% 8.57% 76.4% 45 15.56%
TBC
5802
Ted Buchan & Co
California
$108M 12% 61% 76
JKSF
5803
John & Kathleen Schreiber Foundation
Illinois
$108M +$7.47M +7% 10.3% 36.3% 4 0%
WAM
5804
Werlinich Asset Management
Connecticut
$108M +$10.2M +10% 12.5% 215% 56 1.79%
ACM
5805
Altai Capital Management
California
$108M +$6.22M +6% 26.2% 8.09% 8 37.5%
BSWA
5806
Bromfield Sneider Wealth Advisors
Massachusetts
$108M +$23.3M +28% 4.56% 95 7.37%
I
5807
IMPACTfolio
Colorado
$108M +$5.38M +5% 6.88% 51.2% 52 32.69%
FA
5808
Financial Advantage
Maryland
$108M +$6.51M +6% 10% 24.3% 128 74.22%
AIM
5809
AHL Investment Management
Florida
$108M +$10.5M +11% 10.3% 57.7% 66 24.24%
ALWM
5810
Andrews Lucia Wealth Management
California
$108M +$12.6M +13% 11% 59.7% 25 8%
FF
5811
Francis Financial
$108M +$9.67M +10% 8.03% 48% 43 25.58%
MIM
5812
Merrion Investment Management
New Jersey
$107M +$6.03M +6% 9.09% 166% 97 19.59%
PCMU
5813
Paragon Capital Management (Utah)
Utah
$107M +$5.24M +5% 7.81% 69.4% 93 38.71%
CFAM
5814
Center For Asset Management
Florida
$107M +$6.76M +7% 5.95% 49.3% 118 17.8%
SLWA
5815
San Luis Wealth Advisors
California
$107M +$11.7M +12% 7.01% 58.8% 88 30.68%
MCA
5816
Maryland Capital Advisors
Maryland
$107M +$11.8M +12% 7.8% 263 17.87%
FPW
5817
Flagship Private Wealth
Massachusetts
$107M +$10.1M +10% 6.48% 50.5% 75 12%
TCMV
5818
Technology Crossover Management VII
California
$107M +$21.6M +25% 25.3% 35.2% 1 0%
GPC
5819
Greenstone Partners & Co
California
$107M +$7.42M +7% 3.68% 492% 10 0%
EC
5820
Euclidean Capital
New York
$107M -$833K -0.8% 12.2% 76.3% 11 9.09%
FWM
5821
Finer Wealth Management
Massachusetts
$107M +$5.25M +5% 10.1% 117% 80 7.5%
AIP
5822
Alapocas Investment Partners
Massachusetts
$106M +$6.83M +7% 6.03% 51.7% 18 0%
BOM
5823
Bank of Marin
California
$106M +$4.85M +5% 7.41% 67.1% 119 6.72%
MA
5824
MAS Advisors
Florida
$106M -$42.7M -29% 5.92% 47.9% 108 23.15%
PCC
5825
Park Circle Company
Maryland
$106M +$9.26M +10% 15.6% 58.1% 135 22.96%