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
LWM
4376
Liberty Wealth Management
California
$106M -$8.34M -7% 1,041
SWM
4377
Strategic Wealth Management
Washington
$106M -$23.4M -18% 25
BCM
4378
Banyan Capital Management
Georgia
$105M -$1.07M -1% 20
CFGF
4379
Compass Financial Group (Florida)
Florida
$105M +$820K +0.8% 20
CMI
4380
Clare Market Investments
Texas
$105M -$20.9M -17% 103
GB
4381
Gunma Bank
Japan
$105M +$3.99M +4% 9
MSDF
4382
Michael & Susan Dell Foundation
New York
$105M -$7.67M -7% 37
CC
4383
Cowbird Capital
New York
$105M -$12.9M -11% 17
RA
4384
Raffles Associates
New York
$105M +$7.52M +8% 60
CFN
4385
Cordasco Financial Network
Florida
$105M +$2.27M +2% 504
LSC
4386
Lesa Sroufe & Co
Washington
$105M -$8.32M -7% 63
LB
4387
Legacy Bridge
Iowa
$105M +$1.07M +1% 306
AW
4388
Avion Wealth
Texas
$105M 43
TA
4389
Townsend & Associates
Colorado
$105M -$26.4M -20% 84
LFPWM
4390
Leicht Financial Planning & Wealth Management
New Jersey
$105M +$2.56M +3% 53
EIP
4391
Edgbaston Investment Partners
$105M -$14.5M -12% 3
LAIC
4392
Lederer & Associates Investment Counsel
California
$105M -$4.26M -4% 92
FNBOSM
4393
First National Bank of South Miami
Florida
$105M -$2.25M -2% 286
WMRU
4394
William Marsh Rice University
Texas
$105M -$23.1M -18% 5
HAS
4395
HBW Advisory Services
California
$104M 60
FI
4396
Financial Insights
Washington
$104M +$5.87M +6% 70
MTIM
4397
Marathon Trading Investment Management
Pennsylvania
$104M -$32.9M -24% 156
AIM
4398
Act II Management
New York
$104M -$5.15M -5% 23
PD
4399
Planning Directions
Pennsylvania
$104M +$5.71M +6% 60
FP
4400
Factorial Partners
New York
$104M -$155K -0.1% 121