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
MIM
3051
Montgomery Investment Management
Maryland
$197M -$46M -19% 95
JWM
3052
Janiczek Wealth Management
Colorado
$197M +$5.85M +3% 186
EI
3053
Ellevest Inc
New York
$197M 532
MGIA
3054
Matthew Goff Investment Advisor
Texas
$197M -$52.6M -21% 67
BA
3055
BCM Advisors
Louisiana
$197M +$5.96M +3% 39
AAI
3056
Aequim Alternative Investments
California
$197M 34
IVMX
3057
Institutional Venture Management XIII
California
$197M -$52.1M -21% 4
WAG
3058
Winthrop Advisory Group
Massachusetts
$197M +$19.1M +11% 96
NG
3059
Northstar Group
New York
$197M -$22.2M -10% 135
VWA
3060
V Wealth Advisors
Kansas
$197M -$19.8M -9% 239
MM
3061
Meridian Management
Arkansas
$196M -$33.6M -15% 81
CCM
3062
Cribstone Capital Management
Maine
$196M -$21.4M -10% 811
CIG
3063
Consolidated Investment Group
Colorado
$196M -$18.6M -9% 51
VAIA
3064
Virtus Alternative Investment Advisers
Connecticut
$196M -$79.9M -29% 139
SACTSONJ
3065
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$195M -$46.6M -19% 217
SIC
3066
SFE Investment Counsel
California
$195M -$64.2M -25% 129
GIM
3067
Greystone Investment Management
Ohio
$195M -$36.2M -16% 49
OC
3068
Oarsman Capital
Wisconsin
$195M -$53.2M -21% 190
MTB
3069
Mizuho Trust & Banking
Japan
$195M -$164M -46% 18
RPA
3070
Rock Point Advisors
Vermont
$195M -$29.7M -13% 79
SFA
3071
Stewardship Financial Advisors
Georgia
$195M -$17.5M -8% 81
CWAG
3072
Compton Wealth Advisory Group
Virginia
$194M 68
PCI
3073
Pacifica Capital Investments
Texas
$194M +$3.44M +2% 24
MCM
3074
McRae Capital Management
New Jersey
$194M -$41.5M -18% 96
FA
3075
Fagan Associates
New York
$194M -$48M -20% 118