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
CRWM
4026
Castle Rock Wealth Management
California
$116M +$4.94M +4% 200
YAL
4027
Your Advocates Ltd
Texas
$116M -$10.7M -8% 131
DA
4028
DCF Advisers
Connecticut
$116M -$14.1M -11% 73
NVCHI
4029
New Vernon Capital Holdings II
New Jersey
$116M -$62M -35% 36
RWM
4030
RBA Wealth Management
California
$116M -$31.2M -21% 113
SPI
4031
Santori & Peters Inc
Pennsylvania
$115M -$36.7M -24% 87
AIM
4032
Aspen Investment Management
Michigan
$115M -$45M -28% 133
SFI
4033
Sonic Fund II
Hawaii
$115M +$18M +19% 13
SIS
4034
SVB Investment Services
Utah
$115M +$9.9M +9% 57
IC
4035
Investment Counsel
Michigan
$115M -$24.3M -17% 55
BC
4036
Belmont Capital
California
$115M -$6.75M -6% 62
TIA
4037
Tiemann Investment Advisors
California
$115M -$31.3M -21% 186
FAM
4038
Foothills Asset Management
Arizona
$115M -$24.8M -18% 68
AI
4039
AdvisorShares Investments
Maryland
$115M -$45.6M -28% 139
HFRG
4040
Houlihan Financial Resource Group
Virginia
$115M -$39.5M -26% 95
GGI
4041
GPM Growth Investors
Michigan
$115M -$22.9M -17% 42
AWM
4042
AllSquare Wealth Management
New York
$115M -$28.4M -20% 493
RPG
4043
Resource Planning Group
Georgia
$115M -$59.6M -34% 60
CHA
4044
Cooper/Haims Advisors
New York
$115M -$66.9M -37% 56
KCM
4045
Kempner Capital Management
Texas
$115M -$39.6M -26% 54
FRGX
4046
First Reserve GP XIII
Connecticut
$115M -$193M -63% 1
PCM
4047
Pathway Capital Management
California
$115M -$81.5M -42% 11
NSB
4048
Norway Savings Bank
Maine
$115M -$23M -17% 274
AU
4049
Algebris (UK)
United Kingdom
$115M -$12.9M -10% 40
CCM
4050
Cox Capital Management
Massachusetts
$115M +$4.75M +4% 185