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
SL
3526
SOF Ltd
Cayman Islands
$162M +$28.9M +22% 1
MWM
3527
Mascoma Wealth Management
New Hampshire
$162M +$12.5M +8% 445
MWM
3528
Meridian Wealth Management
Kentucky
$162M +$4.55M +3% 169
SRSA
3529
S.R. Schill & Associates
Washington
$162M -$4.74M -3% 73
WA
3530
Wintergreen Advisers
New Jersey
$162M -$57.4M -26% 8
NCM
3531
Neumann Capital Management
California
$162M +$1.6M +1% 76
IRC
3532
Investors Research Corp
Georgia
$162M 331
ICM
3533
IMS Capital Management
Oregon
$162M +$5.5M +4% 159
HWP
3534
Hefty Wealth Partners
Indiana
$161M +$10.2M +7% 271
AP
3535
Agilis Partners
Massachusetts
$161M +$10.6M +7% 17
SIAP
3536
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$161M +$10.4M +7% 374
PA
3537
Perennial Advisors
New York
$161M +$13.3M +9% 207
AFA
3538
Alta Fundamental Advisers
New York
$161M +$4.91M +3% 24
SSM
3539
Sutton Square Management
New York
$161M 20
KFGK
3540
Keystone Financial Group (Kentucky)
Kentucky
$161M 130
BWA
3541
Burt Wealth Advisors
Maryland
$161M +$8.03M +5% 408
WGCA
3542
Wolf Group Capital Advisors
Virginia
$161M +$16.7M +12% 110
CGI
3543
Cougar Global Investments
Ontario, Canada
$161M +$4.25M +3% 12
FIM
3544
Farmhouse Investment Management
California
$160M -$55.2M -26% 35
DCM
3545
Delta Capital Management
New Jersey
$160M +$9.45M +6% 79
RWMH
3546
Riverpoint Wealth Management Holdings
Illinois
$160M +$8.06M +5% 51
TCCM
3547
Timber Creek Capital Management
Massachusetts
$160M +$11.7M +8% 126
KCM
3548
Kempner Capital Management
Texas
$160M +$8.17M +5% 66
BA
3549
Bristol Advisors
Pennsylvania
$160M +$60.4M +61% 93
CHJWM
3550
Carlton Hofferkamp & Jenks Wealth Management
Texas
$160M +$2.96M +2% 93