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
CW
3501
Cabot-Wellington
Massachusetts
$164M -$7.79M -5% 14
WP
3502
WealthShield Partners
North Carolina
$164M 221
W
3503
WealthShield
North Carolina
$164M 221
LWA
3504
Lowe Wealth Advisors
Maryland
$164M +$4.08M +3% 286
HGWM
3505
Harvest Group Wealth Management
Massachusetts
$164M 45
NFG
3506
NewFocus Financial Group
Washington
$164M +$10.1M +7% 74
SM
3507
Selkirk Management
New Jersey
$164M -$15.5M -9% 19
TWM
3508
Torch Wealth Management
Ohio
$164M +$11.3M +7% 106
RGC
3509
Roberts, Glore & Co
Illinois
$164M +$8.87M +6% 150
BCM
3510
Boltwood Capital Management
California
$163M +$9.48M +6% 125
GAAM
3511
Guinness Atkinson Asset Management
California
$163M +$4.13M +3% 60
LPIC
3512
LeJeune Puetz Investment Counsel
Michigan
$163M +$7.87M +5% 152
PCFFS
3513
Pacific Center for Financial Services
California
$163M +$7.29M +5% 335
NC
3514
Numen Capital
United Kingdom
$163M +$126M +344% 11
DC
3515
Diametric Capital
Massachusetts
$163M 106
KFA
3516
Kabarec Financial Advisors
Illinois
$163M 81
FA
3517
Fortis Advisors
Pennsylvania
$163M +$18.8M +13% 324
WCM
3518
Woodson Capital Management
Connecticut
$163M +$12M +8% 37
WOC
3519
West Oak Capital
California
$163M -$5.57M -3% 364
BGC
3520
Birch Grove Capital
New York
$163M +$2.37M +1% 31
SL
3521
SOF Ltd
Cayman Islands
$162M +$28.9M +22% 1
MWM
3522
Mascoma Wealth Management
New Hampshire
$162M +$12.5M +8% 445
MWM
3523
Meridian Wealth Management
Kentucky
$162M +$4.55M +3% 169
SRSA
3524
S.R. Schill & Associates
Washington
$162M -$4.74M -3% 73
WA
3525
Wintergreen Advisers
New Jersey
$162M -$57.4M -26% 8