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
AW
3876
Alpha Windward
Massachusetts
$148M -$8.03M -5% 426
GWM
3877
Graybill Wealth Management
Illinois
$148M +$2.02M +1% 57
MCC
3878
Malaga Cove Capital
California
$148M -$7.45M -5% 174
PCC
3879
Park Circle Company
Maryland
$148M +$1.06M +0.7% 89
MMPW
3880
Mitchell McLeod Pugh & Williams
Alabama
$148M +$1.74M +1% 177
SCG
3881
Sonata Capital Group
Washington
$148M +$3.12M +2% 112
ONST
3882
Old North State Trust
North Carolina
$148M +$9.51M +7% 421
KCM
3883
Kempner Capital Management
Texas
$147M -$5.43M -4% 52
V
3884
ValueWorks
New York
$147M -$4.33M -3% 34
LIC
3885
Laurus Investment Counsel
Canada
$147M +$5.75M +4% 31
BCA
3886
Bay Colony Advisors
Massachusetts
$147M -$8.47M -5% 275
TW
3887
Towerpoint Wealth
California
$147M +$4.56M +3% 85
EA
3888
Elm Advisors
California
$147M +$598K +0.4% 86
NWA
3889
New World Advisors
Massachusetts
$147M +$7.9M +6% 24
SB
3890
Samsara BioCapital
California
$147M -$4.44M -3% 22
GPWA
3891
Great Point Wealth Advisors
Massachusetts
$147M +$23M +19% 42
FA
3892
Financial Advantage
Maryland
$147M +$698K +0.5% 157
HPC
3893
Hobart Private Capital
North Carolina
$147M +$3.2M +2% 158
CWM
3894
CCG Wealth Management
California
$147M +$6.64M +5% 84
AGAM
3895
Avalon Global Asset Management
California
$146M -$140K -0.1% 46
AP
3896
Agilis Partners
Massachusetts
$146M +$12.5M +9% 22
PAM
3897
Peninsula Asset Management
Florida
$146M +$4.81M +3% 46
NVCHI
3898
New Vernon Capital Holdings II
New Jersey
$146M +$7.48M +5% 21
RWG
3899
Regal Wealth Group
California
$146M +$1.51M +1% 185
CI
3900
Centerstone Investors
New York
$146M -$14.5M -9% 29