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
SDWMA
3451
Schneider Downs Wealth Management Advisors
Pennsylvania
$146M -$862K -0.6% 46
CWM
3452
Catamount Wealth Management
Connecticut
$146M +$22.8M +19% 200
CCPM
3453
Cooper Creek Partners Management
New York
$146M -$222K -0.2% 40
DCM
3454
Dean Capital Management
Kansas
$146M +$19.6M +16% 79
WFWM
3455
Wechter Feldman Wealth Management
New Jersey
$146M -$7.09M -5% 37
FM
3456
Family Management
New York
$145M -$856K -0.6% 80
RGC
3457
Roberts, Glore & Co
Illinois
$145M +$1.81M +1% 148
BW
3458
Biegel & Waller
Maryland
$145M +$1.59M +1% 59
WCWM
3459
Willow Creek Wealth Management
California
$145M +$9.31M +7% 20
CMP
3460
Courage Miller Partners
Virginia
$145M +$1.42M +1% 67
DCM
3461
Delta Capital Management
New Jersey
$145M +$4.13M +3% 74
PWMAG
3462
Pinnacle Wealth Management Advisory Group
New Jersey
$145M +$5.33M +4% 130
GWS
3463
Glassman Wealth Services
Virginia
$145M +$3.25M +2% 769
ACM
3464
Avalon Capital Management
California
$144M +$13.2M +10% 111
HKIM
3465
Hayek Kallen Investment Management
Alabama
$144M +$7.04M +5% 65
IAMOG
3466
Investors Asset Management of Georgia
Georgia
$144M +$9.14M +7% 148
LFG
3467
LifePlan Financial Group
Ohio
$144M +$1.9M +1% 121
CBCM
3468
Cook & Bynum Capital Management
Alabama
$144M +$9.11M +7% 5
TG
3469
TLP Group
Illinois
$144M +$45.2M +46% 463
KAM
3470
Kassirer Asset Management
Ontario, Canada
$144M +$7.99M +6% 101
JSA
3471
Jacobson & Schmitt Advisors
Wisconsin
$144M +$16.4M +13% 49
PCA
3472
Prospect Capital Advisors
California
$144M +$2.05M +1% 24
RP
3473
Ridgegate Proprietary
Australia
$144M -$101M -41% 3
OCM
3474
Orleans Capital Management
Louisiana
$144M +$3.81M +3% 86
OIMU
3475
Orbis Investment Management (US)
California
$143M +$4.23M +3% 25