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
KL
2951
KWMG LLC
Kansas
$170M +$21.9M +15% 139
FNBOMD
2952
First National Bank of Mount Dora
Florida
$170M -$339K -0.2% 82
PFG
2953
Piershale Financial Group
Illinois
$170M +$4.94M +3% 233
SCM
2954
Schnieders Capital Management
California
$169M +$6.73M +4% 139
UAM
2955
UAS Asset Management
New York
$169M +$13.1M +8% 32
LA
2956
Lucus Advisors
New York
$169M +$4.5M +3% 419
HPWM
2957
Highland Private Wealth Management
Washington
$169M +$29.2M +21% 79
FWC
2958
First Washington Corp
Washington
$169M -$2.44M -1% 94
EIAM
2959
Equinox Institutional Asset Management
New Jersey
$169M -$7.73M -4% 4
SAM
2960
Shamrock Asset Management
Texas
$169M -$9.02M -5% 305
UMA
2961
USA Mutuals Advisors
Texas
$169M +$960K +0.6% 236
SIMM
2962
Stillwater Investment Management (Minnesota)
Minnesota
$169M +$8.36M +5% 77
BEC
2963
Blue Edge Capital
Virginia
$169M +$15.2M +10% 87
CM
2964
Cartica Management
District of Columbia
$168M +$24.8M +17% 3
BC
2965
Beaconlight Capital
New York
$168M +$25.8M +18% 29
BPCA
2966
Bank Pictet & Cie (Asia)
Singapore
$168M -$4.43M -3% 61
RMAM
2967
Raab & Moskowitz Asset Management
New Jersey
$168M +$431K +0.3% 134
HBWM
2968
Hollow Brook Wealth Management
New York
$168M -$33.9M -17% 61
AWA
2969
Arete Wealth Advisors
Illinois
$167M +$2.38M +1% 173
ZC
2970
Zelman Capital
Ohio
$167M -$10.1M -6% 31
RWA
2971
River Wealth Advisors
Pennsylvania
$167M +$9.51M +6% 150
GA
2972
Geller Advisors
New York
$167M -$657K -0.4% 31
CO
2973
Caldwell & Orkin
Georgia
$167M +$643K +0.4% 80
WIP
2974
Wellesley Investment Partners
Massachusetts
$167M +$21.6M +15% 95
AMIM
2975
Aull & Monroe Investment Management
Alabama
$167M +$5.5M +3% 126