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
WA1
4151
Wimmer Associates 1
California
$111M +$2.55M +2% 108
PM
4152
Penbrook Management
New York
$111M 105
BWM
4153
Biltmore Wealth Management
Arizona
$111M +$15.9M +17% 40
CC
4154
Cassaday & Co
Virginia
$111M +$15.3M +16% 36
BMC
4155
Beaton Management Company
Massachusetts
$111M +$4.74M +4% 116
SPI
4156
Santori & Peters Inc
Pennsylvania
$111M 644
SMP
4157
Santa Monica Partners
Florida
$111M 30
SWM
4158
Sequoia Wealth Management
Illinois
$111M 58
HS
4159
Horan Securities
United States
$111M +$9M +9% 216
PWA
4160
Peterson Wealth Advisors
Utah
$111M 45
AIA
4161
Armor Investment Advisors
North Carolina
$111M +$5.44M +5% 156
FLI
4162
Family Legacy Inc
South Carolina
$111M +$71.3M +181% 103
OKSA
4163
O'Keefe Stevens Advisory
New York
$110M +$2.76M +3% 49
SNBOSCI
4164
Security National Bank of Sioux City Iowa
Iowa
$110M +$8.21M +8% 87
DIS
4165
Diversified Investment Strategies
Louisiana
$110M +$6.83M +7% 46
CAAS
4166
Capital Asset Advisory Services
Michigan
$110M -$131K -0.1% 117
TODC
4167
Trustees of Dartmouth College
New Hampshire
$110M 26
AAM
4168
Ascension Asset Management
New York
$110M 74
SWM
4169
Sanctuary Wealth Management
Idaho
$110M 19
SST
4170
S Squared Technology
New York
$110M -$8.65M -7% 46
RMSCM
4171
R.M. Sincerbeaux Capital Management
New York
$110M +$5.93M +6% 52
AWA
4172
Acorn Wealth Advisors
Michigan
$110M 807
MPPLM
4173
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$110M 364
JFM
4174
Jackson Financial Management
California
$109M 37
IWA
4175
Independence Wealth Advisors
Virginia
$109M 26