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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
MWM
7851
Moulton Wealth Management
Washington
$106M -$32M -23% 1.88% 47.1% 57 50.88%
GIA
7852
Gem Investment Advisors
New Jersey
$105M 14.7% 32
P
7853
Palladiem
Pennsylvania
$105M 2.23% 164
FF
7854
Frankly Finances
Florida
$105M 2.62% 63
KWM
7855
Kassira Wealth Management
Tennessee
$105M +$1.6M +2% 3.9% 58 13.79%
OFP
7856
OFC Financial Planning
New Jersey
$105M +$4.34M +4% 3.67% 57 5.26%
SA
7857
SPWM Advisors
Michigan
$105M 3.21% 92
FMI
7858
Financial Management Inc
Arkansas
$105M 1.46% 40
BOTPPF
7859
Board of the Pension Protection Fund
United Kingdom
$105M +$2.93M +3% 2.03% 278 57.91%
BIA
7860
Baer Investment Advisory
California
$105M -$11.6M -10% 1.1% 46 32.61%
APC
7861
Alpine Peaks Capital
New York
$105M -$10.1M -9% 3.4% 17.2% 24 12.5%
BAM
7862
Belleair Asset Management
Florida
$105M 2.57% 79
WCG
7863
Wall Capital Group
Arizona
$105M 1.2% 25
GH
7864
GLP Holdings
Georgia
$105M 6.73% 4
BWS
7865
BFI Wealth Solutions
Texas
$105M 2.03% 73
EPCM
7866
Eagle Point Credit Management
Connecticut
$105M 2.97% 15
GAM
7867
Gritstone Asset Management
Maryland
$105M +$7.56M +8% 1.82% 168 38.1%
KCA
7868
Kilner Capital Advisors
Maryland
$105M 3.76% 20
HWA
7869
HighRoad Wealth Advisors
Oregon
$105M 2.37% 35
TP
7870
Toronado Partners
California
$105M -$46.2M -31% 5.37% 61% 13 23.08%
FEM
7871
Fulcrum Equity Management
Texas
$104M +$5.76M +6% 3.66% 110% 128 35.16%
SPW
7872
Signet Private Wealth
Illinois
$104M 2.99% 117
CCMG
7873
Connecticut Capital Management Group
Connecticut
$104M 2.47% 107
SAM
7874
Sunstone Asset Management
New York
$104M 1.49% 59
RFPS
7875
Reality Financial Planning Services
Florida
$104M 1.38% 20