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
PM
4151
Penbrook Management
New York
$111M 105
BWM
4152
Biltmore Wealth Management
Arizona
$111M +$15.9M +17% 40
CC
4153
Cassaday & Co
Virginia
$111M +$15.3M +16% 36
BMC
4154
Beaton Management Company
Massachusetts
$111M +$4.74M +4% 116
SPI
4155
Santori & Peters Inc
Pennsylvania
$111M 644
SMP
4156
Santa Monica Partners
Florida
$111M 30
SWM
4157
Sequoia Wealth Management
Illinois
$111M 58
HS
4158
Horan Securities
United States
$111M +$9M +9% 216
PWA
4159
Peterson Wealth Advisors
Utah
$111M 45
AIA
4160
Armor Investment Advisors
North Carolina
$111M +$5.44M +5% 156
FLI
4161
Family Legacy Inc
South Carolina
$111M +$71.3M +181% 103
OKSA
4162
O'Keefe Stevens Advisory
New York
$110M +$2.76M +3% 49
SNBOSCI
4163
Security National Bank of Sioux City Iowa
Iowa
$110M +$8.21M +8% 87
DIS
4164
Diversified Investment Strategies
Louisiana
$110M +$6.83M +7% 46
CAAS
4165
Capital Asset Advisory Services
Michigan
$110M -$131K -0.1% 117
TODC
4166
Trustees of Dartmouth College
New Hampshire
$110M 26
AAM
4167
Ascension Asset Management
New York
$110M 74
SWM
4168
Sanctuary Wealth Management
Idaho
$110M 19
SST
4169
S Squared Technology
New York
$110M -$8.65M -7% 46
RMSCM
4170
R.M. Sincerbeaux Capital Management
New York
$110M +$5.93M +6% 52
AWA
4171
Acorn Wealth Advisors
Michigan
$110M 807
MPPLM
4172
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$110M 364
JFM
4173
Jackson Financial Management
California
$109M 37
IWA
4174
Independence Wealth Advisors
Virginia
$109M 26
7A
4175
734 Agriculture
New York
$109M -$17.2M -14% 1