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
SHWM
2701
Smith & Howard Wealth Management
Georgia
$209M +$16.6M +9% 56
DAM
2702
Doheny Asset Management
California
$209M +$9.28M +5% 127
MIM
2703
Montgomery Investment Management
Maryland
$209M +$64.2M +44% 80
VE
2704
Vega Energy
New York
$209M -$19.4M -9% 10
JWS
2705
Juncture Wealth Strategies
Arizona
$208M 71
KS
2706
Karpas Strategies
Connecticut
$208M +$8.26M +4% 125
WCMN
2707
Westchester Capital Management (Nebraska)
Nebraska
$208M -$3.02M -1% 44
KIA
2708
Kopp Investment Advisors
Minnesota
$208M +$5.92M +3% 74
MGIA
2709
Moneta Group Investment Advisors
Missouri
$208M +$15.8M +8% 147
CICI
2710
Capital Investment Counsel Inc
North Carolina
$208M +$4.46M +2% 148
WCM
2711
Waterstone Capital Management
Minnesota
$207M -$22M -10% 29
TFMS
2712
Trust & Fiduciary Management Services
Massachusetts
$207M -$24.2M -10% 46
PWAP
2713
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$207M +$17.1M +9% 125
GPP
2714
Great Point Partners
Connecticut
$207M -$15.2M -7% 44
RCP
2715
Rothschild Capital Partners
New York
$206M -$10.3M -5% 45
PAS
2716
Partnervest Advisory Services
California
$206M +$14.2M +7% 184
T
2717
Tahithromos
New York
$206M -$179M -46% 46
RP
2718
Rowlandmiller & Partners
Georgia
$206M 124
CA
2719
Corrado Advisors
New Jersey
$206M -$17.2M -8% 78
PG
2720
Patten Group
Tennessee
$206M 257
DA
2721
Dillon & Associates
Michigan
$206M +$9.7M +5% 66
NLVP
2722
New Leaf Venture Partners
New York
$206M 13
RAM
2723
Riggs Asset Management
Pennsylvania
$205M +$32.9M +19% 337
I2I
2724
Insight 2811 Inc
Illinois
$205M -$27.1M -12% 126
AA
2725
Alta Advisers
United Kingdom
$204M -$27M -12% 56