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
AP
4401
Americana Partners
Texas
$97.8M -$80.8M -45% 597
MA
4402
MONECO Advisors
Connecticut
$97.7M -$42.6M -30% 161
EC
4403
Edenbrook Capital
New York
$97.7M -$30M -24% 16
GIM
4404
Guardian Investment Management
California
$97.6M -$28.2M -22% 62
HGWM
4405
Harvest Group Wealth Management
Massachusetts
$97.6M -$16.9M -15% 1,198
CGI
4406
Calixto Global Investors
Florida
$97.6M -$45.8M -32% 15
MI
4407
Merk Investments
California
$97.6M -$56.4M -37% 18
MFS
4408
Monetta Financial Services
Illinois
$97.6M -$36.5M -27% 50
CI
4409
Cordant Inc
Oregon
$97.5M -$20.2M -17% 225
TAM
4410
Townsend Asset Management
North Carolina
$97.5M -$26.5M -21% 207
LOPW
4411
Live Oak Private Wealth
North Carolina
$97.5M -$5.33M -5% 85
RWRC
4412
R.W. Roge & Company
New York
$97.5M -$2.74M -3% 49
KFI
4413
Key Financial Inc
Pennsylvania
$97.5M -$9.12M -9% 737
AWM
4414
Apollon Wealth Management
South Carolina
$97.4M -$15.8M -14% 89
CCM
4415
Campbell Capital Management
Florida
$97.4M -$65.6M -40% 62
QAM
4416
Q3 Asset Management
Michigan
$97.4M +$53M +119% 44
PLU
4417
Performa Ltd (US)
South Carolina
$97.4M -$3.96M -4% 13
AFC
4418
Adaptive Financial Consulting
Ohio
$97.3M -$6.88M -7% 22
HFG
4419
Heron Financial Group
New York
$97.3M -$23.5M -19% 134
CFG
4420
Capstone Financial Group
Oklahoma
$97.3M -$6.58M -6% 158
CAM
4421
Concorde Asset Management
Michigan
$97.2M -$47.2M -33% 170
WG
4422
Watchman Group
Texas
$97.1M -$37.3M -28% 87
SAMC
4423
Spectrum Asset Management (Connecticut)
Connecticut
$97M -$103K -0.1% 8
KJWM
4424
Kiley Juergens Wealth Management
Washington
$97M -$16.9M -15% 46
UBG
4425
United Bank (Georgia)
Georgia
$96.8M -$50.9M -34% 75