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
SPA
3651
Sentinel Pension Advisors
Massachusetts
$273M -$805K -0.3% 85
AWA
3652
Aaron Wealth Advisors
Illinois
$273M -$571K -0.2% 172
BHTS
3653
Bar Harbor Trust Services
Maine
$272M +$4.15M +2% 129
SAAM
3654
Solus Alternative Asset Management
New Jersey
$272M -$33K -0% 11
SFPM
3655
Sensible Financial Planning & Management
Massachusetts
$272M +$4.11M +2% 43
EN1L
3656
Engine No 1 LLC
California
$272M +$40.4M +17% 14
WCWM
3657
Willow Creek Wealth Management
California
$272M +$6.59M +2% 95
FIM
3658
Fernwood Investment Management
Massachusetts
$272M +$18.2M +7% 198
CA
3659
Corriente Advisors
Texas
$272M -$149M -35% 23
MCA
3660
Mendon Capital Advisors
Florida
$272M +$58.4M +27% 65
TGI
3661
TRV GP IV
Massachusetts
$271M -$40.3M -13% 5
BA
3662
Ballew Advisors
Mississippi
$271M +$142M +109% 124
WC
3663
Winmill & Co
New York
$271M +$16.9M +7% 100
BWA
3664
Burt Wealth Advisors
Maryland
$271M -$18.9M -7% 397
SAS
3665
Stelac Advisory Services
New York
$271M -$116M -30% 276
BGC
3666
Blue Grotto Capital
Georgia
$271M +$10.4M +4% 27
MCL
3667
MIK Capital LP
New York
$271M +$26.9M +11% 88
MC
3668
Muhlenkamp & Co
Pennsylvania
$270M +$21.9M +9% 38
1M
3669
13D Management
New York
$270M +$28.1M +12% 33
BWM
3670
Buckley Wealth Management
Nevada
$270M +$25.9M +11% 131
AC
3671
Albar Capital
United Kingdom
$270M +$59M +28% 33
3CP
3672
3G Capital Partners
New York
$269M +$150M +126% 16
WPIC
3673
White Pine Investment Company
Michigan
$269M +$22.4M +9% 59
SC
3674
Soundwatch Capital
Connecticut
$269M +$127M +89% 24
SWRP
3675
Summit Wealth & Retirement Planning
California
$269M +$5.44M +2% 128