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
PWG
4351
Private Wealth Group
Florida
$109M +$2.05M +2% 30
QPWM
4352
Quadrant Private Wealth Management
Pennsylvania
$109M -$969K -0.9% 119
HA
4353
Havens Advisors
New York
$109M -$33.5M -24% 40
KLCM
4354
KG&L Capital Management
Louisiana
$109M +$4.8M +5% 98
CCM
4355
Concourse Capital Management
Georgia
$109M +$8.03M +8% 46
ACM
4356
Ategra Capital Management
Virginia
$109M +$3.61M +3% 99
AAM
4357
Ascension Asset Management
New York
$108M -$5.2M -5% 74
MMM
4358
Mendel Money Management
Illinois
$108M +$3.67M +4% 53
GPCM
4359
Granite Point Capital Management
Massachusetts
$108M -$27.5M -20% 96
HH
4360
HWG Holdings
Texas
$108M +$5.32M +5% 146
CB
4361
CNB Bank
Pennsylvania
$108M -$9.14M -8% 518
XWM
4362
Xcel Wealth Management
Florida
$108M +$5.95M +6% 76
GCA
4363
Genesee Capital Advisors
New York
$108M +$8.75M +9% 74
IG
4364
Inherent Group
New York
$108M +$15.9M +17% 7
CCM
4365
Copernicus Capital Management
California
$107M -$4.93M -4% 19
RHDIC
4366
R.H. Dinel Investment Counsel
California
$107M -$541K -0.5% 47
IA
4367
IFG Advisors
Missouri
$107M 65
BSA
4368
Bull Street Advisors
Georgia
$107M 87
SRA
4369
Summit Rock Advisors
New York
$107M +$26.1M +32% 3
ERM
4370
Elm Ridge Management
New York
$107M -$17M -14% 30
BCP
4371
Blackhawk Capital Partners
Wisconsin
$107M +$2.21M +2% 103
UMA
4372
USA Mutuals Advisors
Texas
$107M -$3.7M -3% 27
WGA
4373
Weather Gauge Advisory
Virginia
$107M +$2.62M +3% 88
FWM
4374
Fairhaven Wealth Management
Illinois
$107M -$706K -0.7% 81
TWM
4375
TLW Wealth Management
Florida
$107M +$4.01M +4% 30