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
SWMG
4126
Strategic Wealth Management Group
Maryland
$131M +$9.4M +8% 85
KHLMTHM
4127
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$131M +$19.1M +17% 62
BWI
4128
Beacon Wealthcare Inc
North Carolina
$131M +$8.31M +7% 9
AIS
4129
Accurate Investment Solutions
Pennsylvania
$131M +$4.07M +3% 436
AA
4130
Alta Advisers
United Kingdom
$131M +$2.31M +2% 3
TI
4131
Truehand Inc
New Hampshire
$131M -$448K -0.3% 199
AFS
4132
Access Financial Services
Minnesota
$131M +$4.25M +3% 77
TA
4133
Townsend & Associates
Colorado
$131M +$32M +32% 79
MFGP
4134
Marshall Financial Group (Pennsylvania)
Pennsylvania
$131M +$8.8M +7% 51
MI
4135
Moneywise Inc
Virginia
$131M +$14.2M +12% 45
APG
4136
Andrew P. Goldfarb
$131M -$152M -54% 3
AIM
4137
Advantage Investment Management
Iowa
$131M +$3.55M +3% 996
ILM
4138
Indigo Latam Management
Arizona
$131M +$12M +10% 1
IWMA
4139
Ironwood Wealth Management (Arizona)
Arizona
$131M +$13.4M +11% 58
SL
4140
SIB LLC
New York
$131M -$4.44M -3% 24
PK
4141
Pflug Koory
Nebraska
$131M +$2.75M +2% 434
SAS
4142
Stelac Advisory Services
New York
$131M -$77.1M -37% 133
EWG
4143
Executive Wealth Group
Washington
$130M +$2.14M +2% 37
GCA
4144
Gradient Capital Advisors
California
$130M +$4.75M +4% 90
CCC
4145
Cincinnati Casualty Company
Ohio
$130M +$8.42M +7% 24
WFM
4146
Wolff Financial Management
Michigan
$130M +$9.46M +8% 82
PAPAIJV
4147
Paragon Associates & Paragon Associates II Joint Venture
Texas
$130M +$23.8M +22% 37
RCM
4148
Rings Capital Management
Illinois
$130M +$17.9M +16% 6
CAAS
4149
Capital Asset Advisory Services
Michigan
$130M +$52.5M +68% 116
CAM
4150
Caprin Asset Management
Virginia
$130M +$578K +0.4% 18