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
ST
4301
Somerset Trust
Pennsylvania
$219M -$13.2M -6% 150
AB
4302
Atlas Brown
Kentucky
$219M -$8.07M -4% 185
AAI
4303
American Assets Inc
California
$219M -$977K -0.4% 10
MFS
4304
Madrona Financial Services
Washington
$219M +$14.5M +7% 100
TA
4305
Trellis Advisors
Washington
$219M -$5.4M -2% 93
AA
4306
Argent Advisors
Louisiana
$219M +$628K +0.3% 138
FFM
4307
Flagstone Financial Management
Nebraska
$219M +$5.7M +3% 39
RWPA
4308
Richard W. Paul & Associates
Michigan
$219M -$10.9M -5% 572
FP
4309
Financial Perspectives
Minnesota
$218M -$8.85M -4% 713
HCM
4310
Heathbridge Capital Management
Ontario, Canada
$218M -$11.4M -5% 30
GJIA
4311
Glass Jacobson Investment Advisors
Maryland
$218M +$118K +0.1% 841
RI
4312
Rinkey Investments
California
$218M -$416K -0.2% 63
BE
4313
Bonness Enterprises
District of Columbia
$218M -$3.99M -2% 40
JWM
4314
Jeppson Wealth Management
California
$218M -$11.6M -5% 202
KCM
4315
Kaye Capital Management
California
$218M +$12.4M +6% 36
WC
4316
Wynnefield Capital
New York
$218M +$17.9M +9% 24
KFS
4317
Kelly Financial Services
Massachusetts
$218M +$6.78M +3% 794
DAM
4318
Deepwater Asset Management
Minnesota
$218M -$17.4M -7% 35
BWM
4319
BCGM Wealth Management
Indiana
$218M -$9.4M -4% 124
RC
4320
Riposte Capital
New York
$218M -$20M -8% 30
PCG
4321
Prosperity Consulting Group
Maryland
$218M +$54.8M +34% 152
RWM
4322
Rench Wealth Management
Texas
$218M -$10.5M -5% 44
PIC
4323
Portland Investment Counsel
Ontario, Canada
$218M +$15.3M +8% 41
WIA
4324
Westbourne Investment Advisors
Maryland
$218M -$5.82M -3% 92
FSA
4325
Financial Security Advisor
Virginia
$218M 95