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
NME
3401
Notis-McConarty Edward
$152M +$7.17M +5% 98
MKC
3402
M. Kraus & Co
Vermont
$152M +$6.07M +4% 51
HA
3403
Havens Advisors
New York
$152M +$5.02M +3% 46
RA
3404
Rational Advisors
New York
$152M +$47.4M +45% 325
SFG
3405
SevenBridge Financial Group
Pennsylvania
$152M +$14.5M +11% 694
LWA
3406
Lowe Wealth Advisors
Maryland
$152M +$5.86M +4% 253
EECFV
3407
EnCap Energy Capital Fund VIII
Texas
$152M -$7.76M -5% 1
PPCP
3408
Pivot Point Capital Partners
California
$152M -$14.4M -9% 12
RAA
3409
RWC Asset Advisors
Florida
$151M +$12.5M +9% 17
PO
3410
Private Ocean
California
$151M +$3.49M +2% 188
CPA
3411
Clear Perspective Advisors
Illinois
$151M +$516K +0.3% 442
SIAS
3412
Shine Investment Advisory Services
Colorado
$151M +$30.4M +25% 89
OAM
3413
Occidental Asset Management
California
$151M +$12M +9% 144
NG
3414
Northstar Group
New York
$151M +$5.88M +4% 111
IF
3415
Ironwood Financial
Arizona
$151M +$8.36M +6% 291
CMO
3416
Covenant Multifamily Offices
Texas
$151M -$12.4M -8% 40
DJC
3417
Daily Journal Corp
California
$151M +$4.44M +3% 4
MWM
3418
Marietta Wealth Management
Georgia
$151M +$25.7M +21% 125
LWIC
3419
Leith Wheeler Investment Counsel
British Columbia, Canada
$151M -$5.84M -4% 43
LBS
3420
Lawrence B. Seidman
$151M +$8.55M +6% 28
BWL
3421
Bogart Wealth LLC
Virginia
$150M +$2.67M +2% 73
KCM
3422
Kempner Capital Management
Texas
$150M +$12.6M +9% 68
WCA
3423
Westover Capital Advisors
Delaware
$150M +$10.3M +7% 115
TWM
3424
Torch Wealth Management
Ohio
$150M +$8.27M +6% 99
IWM
3425
IHT Wealth Management
Illinois
$150M +$17.7M +13% 1,376