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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
BOM
6076
Bank of Marin
California
$106M +$4.85M +5% 7.41% 80.3% 119 6.72%
MA
6077
MAS Advisors
Florida
$106M -$42.7M -29% 5.92% 47.9% 108 23.15%
HIA
6078
Harvest Investment Advisors
Florida
$106M 9.95% 78.3% 52
PCC
6079
Park Circle Company
Maryland
$106M +$9.26M +10% 15.6% 70.5% 135 22.96%
DWM
6080
Defined Wealth Management
Oregon
$106M +$14.6M +16% 9.86% 70.3% 106 16.98%
CWG
6081
Crown Wealth Group
North Carolina
$106M +$8.9M +9% 6.47% 86.2% 76 36.84%
GL
6082
GHE LLC
Tennessee
$106M +$12.2M +13% 12.5% 188% 55 1.82%
AFS
6083
AFG Fiduciary Services
Massachusetts
$106M +$95.6K +0.1% 5.71% 61.9% 93 27.96%
GCL
6084
Gouws Capital LLC
North Carolina
$106M +$5.87M +6% 8.5% 114% 49 8.16%
PWMG
6085
Pioneer Wealth Management Group
Texas
$106M 6.31% 33
PWM
6086
Prosperity Wealth Management
California
$106M 6.58% 175% 136
TMWM
6087
Taylor & Morgan Wealth Management
Michigan
$106M +$5.64M +6% 6.85% 75.5% 66 3.03%
PC
6088
Pavadi Capital
New York
$106M +$1.66M +2% 10.1% 28 53.57%
GCM
6089
GeoSphere Capital Management
Florida
$106M 27.6% 446% 31
PIA
6090
Pinion Investment Advisors
Kansas
$106M -$8.38M -7% 8.71% 75.4% 162 30.25%
TIA
6091
Trust Investment Advisors
Indiana
$106M +$10.2M +11% 12.7% 167% 106 23.58%
CWM
6092
Catalyst Wealth Management
Georgia
$106M 10.7% 126
HGIM
6093
High Ground Investment Management
United Kingdom
$106M 8.12% 25.9% 5
GP
6094
Geneva Partners
Wisconsin
$106M +$18.4M +21% 13.2% 401% 62 24.19%
GIM
6095
Guardian Investment Management
California
$106M +$7.18M +7% 12.4% 89.7% 55 3.64%
MIC
6096
Maxi Investments CY
Cyprus
$106M -$26.4M -20% 13.7% 67.1% 64 31.25%
YAVAPFMC
6097
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$106M +$2.66M +3% 5.64% 201% 57 1.75%
RTC
6098
Riverview Trust Company
Washington
$106M +$2.38M +2% 9.97% 87.6% 902 44.79%
CP
6099
Clayton Partners
California
$106M +$17M +19% 11.7% 109% 35 22.86%
WCM
6100
W Capital Management
New York
$106M -$30.7M -22% 18.3% 4 0%