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
PL
4076
Protective Life
Alabama
$122M 13
SAM
4077
Seelaus Asset Management
New Jersey
$121M +$6.41M +6% 193
OIWM
4078
OptiFour Integrated Wealth Management
Virginia
$121M +$5.69M +5% 55
CCC
4079
Cincinnati Casualty Company
Ohio
$121M +$9.51M +8% 25
FCMT
4080
Founders Capital Management (Texas)
Texas
$121M +$7.32M +6% 323
WC
4081
Weil Company
California
$121M +$2.95M +2% 105
BMC
4082
Beaton Management Company
Massachusetts
$121M +$9.46M +8% 126
FF
4083
Friedenthal Financial
New Jersey
$121M +$5.08M +4% 73
BWM
4084
Biltmore Wealth Management
Arizona
$121M +$10.5M +10% 48
EWG
4085
Executive Wealth Group
Washington
$121M +$8.27M +7% 37
AFC
4086
AFT Forsyth & Company
Florida
$121M +$6.58M +6% 146
ARMT
4087
Amica Retiree Medical Trust
Rhode Island
$121M +$5.81M +5% 358
EWM
4088
Elmwood Wealth Management
California
$120M +$10.6M +10% 308
WTFG
4089
Wells Trecaso Financial Group
Ohio
$120M +$13.8M +13% 73
TW
4090
Towerpoint Wealth
California
$120M +$14M +13% 33
LCC
4091
Lincoln Capital Corp
Rhode Island
$120M +$12.6M +12% 49
NVPX
4092
Norwest Venture Partners X
California
$120M +$7.52M +7% 3
TG
4093
TRV GP
Massachusetts
$120M -$38.5M -24% 5
JC
4094
Jentner Corp
Ohio
$120M +$766K +0.6% 30
WA1
4095
Wimmer Associates 1
California
$120M +$8.01M +7% 107
SPIO
4096
Seven Post Investment Office
California
$120M +$96.3M +404% 16
KTM
4097
Keeler Thomas Management
Utah
$120M +$12.1M +11% 57
EM
4098
Endicott Management
New York
$120M -$15.6M -12% 7
RCA
4099
Rex Capital Advisors
Rhode Island
$120M +$2.2M +2% 17
PAM
4100
Pegasus Asset Management
New York
$120M +$12.8M +12% 68