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
MWM
4101
MorganRosel Wealth Management
Colorado
$199M +$12.4M +7% 105
DA
4102
DCM Advisors
New York
$199M -$32.3M -14% 228
BIA
4103
BHK Investment Advisors
Alabama
$199M -$23.3M -10% 65
OPTFSNA
4104
Old Point Trust & Financial Services N A
Virginia
$199M -$17.1M -8% 82
SIM
4105
SW Investment Management
Colorado
$199M +$21.8M +12% 9
FLI
4106
Family Legacy Inc
South Carolina
$199M -$12M -6% 111
PI
4107
Pelion Inc
Utah
$199M +$35.8M +22% 4
FUBT
4108
First United Bank & Trust
Maryland
$199M -$18.7M -9% 148
WWM
4109
WT Wealth Management
Arizona
$199M -$3.77M -2% 108
SKK
4110
Shepherd Kaplan Krochuk
Massachusetts
$199M -$27.7M -12% 191
D
4111
Diversified
Delaware
$199M -$42.5M -18% 129
CRWM
4112
Castle Rock Wealth Management
California
$198M +$2.42M +1% 222
TCOO
4113
Trust Company of Oklahoma
Oklahoma
$198M -$13.9M -7% 117
FA
4114
Fountainhead AM
New Jersey
$198M +$13.9M +8% 83
DC
4115
Diametric Capital
Massachusetts
$198M +$62.8M +46% 401
CMP
4116
Courage Miller Partners
Virginia
$198M -$12.3M -6% 70
FWC
4117
First Washington Corp
Washington
$198M -$17M -8% 67
MLA
4118
My Legacy Advisors
Oregon
$198M -$1.8M -0.9% 209
LCM
4119
LDR Capital Management
New York
$198M -$41M -17% 72
MIRH
4120
Madison International Realty Holdings
New York
$198M +$12M +6% 3
BWM
4121
BigSur Wealth Management
Florida
$198M -$14.6M -7% 141
AIA
4122
AIMZ Investment Advisors
California
$198M -$10.9M -5% 111
IA
4123
IFG Advisors
Missouri
$198M -$152K -0.1% 110
FA
4124
FC Advisory
Pennsylvania
$197M -$11.4M -5% 89
GMH
4125
General Motors Holdings
Michigan
$197M +$18.3M +10% 3