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
ACM
4001
Aspen Capital Management
Idaho
$404M +$11.5M +3% 83
CNC
4002
Citizens & Northern Corp
Pennsylvania
$404M +$19.7K +0% 130
IIA
4003
Integral Investment Advisors
California
$403M +$32.2M +9% 180
FPTW
4004
Franklin, Parlapiano, Turner & Welch
Texas
$403M +$6.96M +2% 54
SCP
4005
SailingStone Capital Partners
Texas
$402M +$20.6M +5% 16
DWAM
4006
Duncan Williams Asset Management
Tennessee
$402M +$47.1M +13% 179
DS
4007
Dalal Street
Texas
$402M +$65.2M +19% 5
AEPWM
4008
Atlantic Edge Private Wealth Management
Florida
$402M +$13.1M +3% 605
MCM
4009
Monument Capital Management
Virginia
$402M +$1.99M +0.5% 248
SC
4010
Saybrook Capital
North Carolina
$402M +$19M +5% 44
CL
4011
CLG LLC
California
$402M +$34.5M +9% 151
SAM
4012
Shikiar Asset Management
New York
$402M +$4.17M +1% 106
WA
4013
WP Advisors
California
$402M +$8.12M +2% 123
WP
4014
Westmount Partners
California
$401M +$13.9M +4% 252
GWSA
4015
Global Wealth Strategies & Associates
Colorado
$401M +$12.2M +3% 606
CWM
4016
Compass Wealth Management
Connecticut
$401M -$46.9M -10% 153
CFO
4017
Colony Family Offices
North Carolina
$401M +$14.3M +4% 68
NF
4018
Napier Financial
Massachusetts
$400M 53
AC
4019
Addison Capital
Pennsylvania
$400M +$62M +18% 156
OC
4020
Opal Capital
Florida
$400M 187
BA
4021
Birinyi Associates
Connecticut
$400M +$8.25M +2% 60
SIA
4022
Sovereign Investment Advisors
Arizona
$400M +$33.2M +9% 40
DA
4023
Doliver Advisors
Texas
$400M +$13.1M +3% 182
MWM
4024
MorganRosel Wealth Management
Colorado
$400M +$13.6M +4% 119
DR
4025
Davis Rea
Ontario, Canada
$399M -$12.5M -3% 60