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
CAAS
3976
Capital Asset Advisory Services
Michigan
$105M -$14M -12% 115
UMA
3977
USA Mutuals Advisors
Texas
$105M -$42.3M -29% 26
SMFS
3978
Squar Milner Financial Services
California
$104M -$7.08M -6% 807
HI
3979
Harrington Investments
California
$104M -$22M -17% 151
RAM
3980
RK Asset Management
Michigan
$104M -$9.75M -9% 19
WFWM
3981
Wechter Feldman Wealth Management
New Jersey
$104M -$59.7M -36% 38
IWMA
3982
Ironwood Wealth Management (Arizona)
Arizona
$104M -$9.46M -8% 60
PCM
3983
Poehling Capital Management
Wisconsin
$104M -$37.4M -27% 108
SG
3984
StoneX Group
New York
$104M -$31.1M -23% 248
EWM
3985
Elmwood Wealth Management
California
$104M -$17M -14% 330
CRA
3986
Circle Road Advisors
New York
$103M -$4.51M -4% 26
ABP
3987
Arthur B. Page
$103M -$15M -13% 63
SAM
3988
Stringer Asset Management
Tennessee
$103M -$24.1M -19% 37
WA
3989
WESPAC Advisors
California
$103M -$68.3M -40% 180
ACP
3990
Aquiline Capital Partners
New York
$103M -$31.4M -23% 1
BT
3991
Brandywine Trust
Delaware
$103M -$14M -12% 39
RCC
3992
Red Cedar Capital
Nebraska
$103M -$10.7M -9% 156
CSPIA
3993
Cary Street Partners Investment Advisory
Virginia
$103M 103
PCM
3994
Pointe Capital Management
Michigan
$103M -$24M -19% 159
RFWA
3995
RPg Family Wealth Advisory
Massachusetts
$103M -$30.1M -23% 284
SCM
3996
Sterneck Capital Management
Missouri
$103M -$36M -26% 100
EWM
3997
Elite Wealth Management
Washington
$103M -$22.9M -18% 49
KIA
3998
Kopp Investment Advisors
Minnesota
$103M -$16.3M -14% 63
GSM
3999
Global Strategic Management
Puerto Rico
$102M 28
G
4000
Gainplan
Michigan
$102M -$82.1M -44% 31