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
SWM
3951
Shakespeare Wealth Management
Wisconsin
$259M +$16.5M +7% 77
RCM
3952
RB Capital Management
Nevada
$259M +$32.7M +14% 167
CC
3953
Cowbird Capital
New York
$259M +$59.8M +30% 13
HCM
3954
HGI Capital Management
New York
$259M +$23.7M +10% 81
NRI
3955
NFP Retirement Inc
California
$259M +$29M +13% 139
PMA
3956
Prudent Man Advisors
Illinois
$259M +$21.1M +9% 224
RPSA
3957
Richard P. Slaughter Associates
Texas
$259M +$17.9M +7% 123
ESB
3958
Essex Savings Bank
Connecticut
$259M +$30.3M +13% 214
LK
3959
Lumbard & Kellner
New Hampshire
$258M -$26M -9% 108
WWP
3960
Waypoint Wealth Partners
California
$258M +$121M +88% 43
EE
3961
EWG Elevate
California
$258M +$32.1M +14% 93
CCM
3962
Crestwood Capital Management
New York
$258M +$48.5M +23% 23
GSEP
3963
Golden State Equity Partners
California
$258M +$82.4M +47% 281
SDAM
3964
Shulman DeMeo Asset Management
New York
$258M -$109M -30% 148
GPA
3965
Guidance Point Advisors
Massachusetts
$258M +$16.3M +7% 88
CIA
3966
Compass Ion Advisors
Pennsylvania
$257M +$14.4M +6% 100
KAM
3967
Knightsbridge Asset Management
California
$257M +$20.8M +9% 70
LWM
3968
Liberty Wealth Management
California
$257M +$52.4M +26% 1,220
RDWM
3969
Red Door Wealth Management
Tennessee
$257M +$61M +31% 672
CP
3970
CPV Partners
Connecticut
$257M +$81.7M +47% 4
WCM
3971
Weik Capital Management
Pennsylvania
$257M +$20.8M +9% 117
SHIM
3972
Stone House Investment Management
Pennsylvania
$257M +$58M +29% 50
IFO
3973
Independent Family Office
New York
$256M +$1.65M +0.6% 70
MFM
3974
Mohican Financial Management
Connecticut
$256M +$102M +66% 73
BDF
3975
Black Diamond Financial
Maryland
$256M +$20.3M +9% 90