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
SAM
3551
Security Asset Management
New York
$108M +$3.38M +3% 77
HIP
3552
Hatteras Investment Partners
North Carolina
$108M -$78.2M -42% 170
PWMAG
3553
Pinnacle Wealth Management Advisory Group
New Jersey
$108M -$3.41M -3% 109
CPA
3554
Columbia Pacific Advisors
Washington
$108M -$6.82M -6% 48
SCM
3555
Shah Capital Management
North Carolina
$108M -$6.87M -6% 11
WCWM
3556
Willow Creek Wealth Management
California
$107M +$913K +0.9% 16
PL
3557
Plancorp LLC
Missouri
$107M +$6.93M +7% 112
MMM
3558
Mendel Money Management
Illinois
$107M -$195K -0.2% 54
IRS
3559
Invictus RG (Singapore)
Singapore
$107M +$2.21M +2% 793
AWM
3560
AllSquare Wealth Management
New York
$107M +$2.54M +2% 352
CHJWM
3561
Carlton Hofferkamp & Jenks Wealth Management
Texas
$107M +$7.03M +7% 71
ABP
3562
Arthur B. Page
$107M +$1.92M +2% 74
CCM
3563
Canal Capital Management
Virginia
$107M -$1.12M -1% 70
BSWM
3564
Boston Standard Wealth Management
Massachusetts
$107M -$277K -0.3% 27
EM
3565
Excalibur Management
Massachusetts
$107M +$3.48M +3% 71
DLHL
3566
Donald L. Hagan LLC
Florida
$107M +$6.3M +6% 87
IMS
3567
Index Management Solutions
Pennsylvania
$107M -$26.4M -20% 843
BP
3568
Boston Provident
New Jersey
$107M -$41M -28% 43
RHDIC
3569
R.H. Dinel Investment Counsel
California
$107M +$318K +0.3% 60
ETM
3570
Euclidean Technologies Management
Washington
$107M -$3.34M -3% 57
SIC
3571
Shoker Investment Counsel
Ohio
$106M +$1.24M +1% 98
EA
3572
Elm Advisors
California
$106M -$1.89M -2% 76
CAS
3573
Cue Advisory Services
Arizona
$106M +$6.88M +7% 155
IF
3574
IRON Financial
Illinois
$106M -$22M -17% 89
UFA
3575
US Financial Advisors
Massachusetts
$106M -$4.05M -4% 621