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
MWM
3476
Minot Wealth Management
Massachusetts
$219M 134
AIC
3477
Argus Investors Counsel
New York
$219M +$12.8M +6% 72
RPWA
3478
Regent Peak Wealth Advisors
Georgia
$219M 125
WCWM
3479
Willow Creek Wealth Management
California
$219M +$3.31M +2% 91
CPA
3480
Cowen Prime Advisors
New York
$219M +$25.5M +13% 182
OC
3481
Oarsman Capital
Wisconsin
$219M +$8.64M +4% 189
PM
3482
Prosight Management
Texas
$219M +$39.4M +22% 47
KI
3483
Kapitalo Investimentos
Brazil
$219M +$29.8M +16% 28
CCP
3484
Clifford Capital Partners
Utah
$219M +$11.3M +5% 34
MCCP
3485
Mission Creek Capital Partners
California
$219M 188
FAN
3486
Financial Advisors Network
California
$218M +$23.1M +12% 114
FP
3487
Factorial Partners
New York
$218M +$114M +110% 115
JSL
3488
JT Stratford LLC
Georgia
$218M +$40.5M +23% 174
IF
3489
Ironwood Financial
Arizona
$218M +$9.84M +5% 407
YWP
3490
YorkBridge Wealth Partners
New York
$218M +$19.7M +10% 188
OFW
3491
Omnia Family Wealth
Florida
$218M +$81.1M +59% 99
ACM
3492
Ativo Capital Management
Illinois
$218M +$13M +6% 114
MPEM
3493
Marathon Partners Equity Management
New York
$218M -$31M -12% 13
PS
3494
Portfolio Strategies
New York
$218M +$22.5M +12% 64
APG
3495
Abacus Planning Group
South Carolina
$218M +$15.9M +8% 187
CIP
3496
Capital Insight Partners
Arizona
$218M +$103M +90% 106
SFS
3497
Shaker Financial Services
Virginia
$218M +$21.5M +11% 172
SIAP
3498
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$218M +$21.9M +11% 467
EG
3499
Enstar Group
Bermuda
$217M 8
FWC
3500
First Washington Corp
Washington
$217M +$16.2M +8% 89