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
3526
Mascoma Wealth Management
New Hampshire
$162M +$12.5M +8% 445
MWM
3527
Meridian Wealth Management
Kentucky
$162M +$4.55M +3% 169
SRSA
3528
S.R. Schill & Associates
Washington
$162M -$4.74M -3% 73
WA
3529
Wintergreen Advisers
New Jersey
$162M -$57.4M -26% 8
NCM
3530
Neumann Capital Management
California
$162M +$1.6M +1% 76
IRC
3531
Investors Research Corp
Georgia
$162M 331
ICM
3532
IMS Capital Management
Oregon
$162M +$5.5M +4% 159
HWP
3533
Hefty Wealth Partners
Indiana
$161M +$10.2M +7% 271
AP
3534
Agilis Partners
Massachusetts
$161M +$10.6M +7% 17
SIAP
3535
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$161M +$10.4M +7% 374
PA
3536
Perennial Advisors
New York
$161M +$13.3M +9% 207
AFA
3537
Alta Fundamental Advisers
New York
$161M +$4.91M +3% 24
SSM
3538
Sutton Square Management
New York
$161M 20
KFGK
3539
Keystone Financial Group (Kentucky)
Kentucky
$161M 130
BWA
3540
Burt Wealth Advisors
Maryland
$161M +$8.03M +5% 408
WGCA
3541
Wolf Group Capital Advisors
Virginia
$161M +$16.7M +12% 110
CGI
3542
Cougar Global Investments
Ontario, Canada
$161M +$4.25M +3% 12
FIM
3543
Farmhouse Investment Management
California
$160M -$55.2M -26% 35
DCM
3544
Delta Capital Management
New Jersey
$160M +$9.45M +6% 79
RWMH
3545
Riverpoint Wealth Management Holdings
Illinois
$160M +$8.06M +5% 51
TCCM
3546
Timber Creek Capital Management
Massachusetts
$160M +$11.7M +8% 126
KCM
3547
Kempner Capital Management
Texas
$160M +$8.17M +5% 66
BA
3548
Bristol Advisors
Pennsylvania
$160M +$60.4M +61% 93
CHJWM
3549
Carlton Hofferkamp & Jenks Wealth Management
Texas
$160M +$2.96M +2% 93
SC
3550
Searle & Co
Connecticut
$159M +$8.04M +5% 132