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
WGCA
3901
Wolf Group Capital Advisors
Virginia
$145M +$900K +0.6% 86
AAM
3902
American Asset Management
Florida
$145M +$153K +0.1% 118
AIA
3903
AIMZ Investment Advisors
California
$145M +$223K +0.2% 100
JFGLC
3904
Johnson Financial Group LLC (Colorado)
Colorado
$145M -$12.7M -8% 21
CW
3905
Cabot-Wellington
Massachusetts
$145M $0 0% 9
T
3906
Tinicum
New York
$145M -$85.9M -37% 4
PCMC
3907
Private Capital Management (Colorado)
Colorado
$145M +$3.2M +2% 105
KWA
3908
KCS Wealth Advisory
California
$145M +$18M +14% 456
DC
3909
DeDora Capital
California
$144M +$2.39M +2% 96
AA
3910
Alta Advisers
United Kingdom
$144M +$13M +10% 4
PP
3911
PDS Planning
Ohio
$144M +$9.63M +7% 100
Koshinski Asset Management
3912
Koshinski Asset Management
Illinois
$144M -$102M -41% 292
RTC
3913
Riverview Trust Company
Washington
$144M +$1.24M +0.9% 279
PC
3914
Pecaut & Co
Iowa
$144M -$2.77M -2% 77
PHAM
3915
Palisades Hudson Asset Management
Florida
$144M -$866K -0.6% 102
CCM
3916
Cloverdale Capital Management
Texas
$143M -$1.61M -1% 21
FC
3917
Finepoint Capital
Massachusetts
$143M -$51.2M -26% 5
MA
3918
Menlo Advisors
California
$143M -$2.17M -1% 39
HM
3919
HCSF Management
California
$143M -$11.7M -8% 13
GWAG
3920
Garrett Wealth Advisory Group
Texas
$143M +$17.2M +14% 775
BWAM
3921
Boyd Watterson Asset Management
Ohio
$143M -$3.82M -3% 122
SSCM
3922
Summit Street Capital Management
New York
$143M +$39.5M +38% 29
OFG
3923
Omega Financial Group
California
$143M +$7.22M +5% 63
OWIM
3924
Old West Investment Management
California
$142M -$16.1M -10% 72
ATC
3925
Adirondack Trust Company
New York
$142M -$886K -0.6% 367