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
HW
3451
Hedeker Wealth
Illinois
$120M -$3.38M -3% 174
WWM
3452
Willingdon Wealth Management
North Carolina
$120M -$38.5M -24% 95
TSBJ
3453
Trevor, Stewart, Burton & Jacobsen
New York
$120M -$4.96M -4% 60
JAM
3454
Jolley Asset Management
North Carolina
$120M -$369K -0.3% 129
GWA
3455
Genesis Wealth Advisors
Massachusetts
$120M -$5.73M -5% 516
FMA
3456
FNY Managed Accounts
New York
$120M +$35.4M +42% 424
MAMNY
3457
Marathon Asset Management (New York)
New York
$120M -$99.8M -45% 26
NMM
3458
NGP MR Management
Texas
$120M -$2.21M -2% 2
C
3459
CFO4Life
Texas
$120M -$1.1M -0.9% 94
PVMCI
3460
Polaris Venture Management Co IV
Massachusetts
$120M -$6.98M -5% 3
MSFP
3461
Mark Sheptoff Financial Planning
Connecticut
$120M +$6.83M +6% 364
CK
3462
Carnick & Kubik
Colorado
$120M +$2.39M +2% 124
HCA
3463
Horan Capital Advisors
Ohio
$120M -$1.25M -1% 62
RCM
3464
Rotella Capital Management
Washington
$119M +$3.99M +3% 696
PCM
3465
Perkins Capital Management
Minnesota
$119M +$2.77M +2% 144
CMC
3466
Catterton Management Company
Connecticut
$119M -$60.9M -34% 1
BA
3467
Bennicas & Associates
California
$119M -$6.32M -5% 90
MG
3468
Meditor Group
Bermuda
$119M +$22.8M +24% 3
AGAM
3469
Avalon Global Asset Management
California
$119M +$3.31M +3% 39
TAG
3470
Tactical Allocation Group
Michigan
$119M -$38.6M -25% 22
OPPM
3471
Opus Point Partners Management
New York
$119M +$19.7M +20% 70
OC
3472
Oppenheimer & Close
New York
$119M -$551K -0.5% 55
FC
3473
Financial Consulate
Maryland
$119M -$33.2M -22% 70
ARMT
3474
Amica Retiree Medical Trust
Rhode Island
$119M -$5.21M -4% 396
NCA
3475
New Century Advisors
Maryland
$119M -$577K -0.5% 47