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
SAMC
4426
Spectrum Asset Management (Connecticut)
Connecticut
$97M -$103K -0.1% 8
KJWM
4427
Kiley Juergens Wealth Management
Washington
$97M -$16.9M -15% 46
UBG
4428
United Bank (Georgia)
Georgia
$96.8M -$50.9M -34% 75
SCM
4429
SkyTop Capital Management
New Jersey
$96.8M -$31.8M -25% 23
II
4430
Ibex Investors
Colorado
$96.8M -$66.7M -41% 63
WA
4431
Wambolt & Associates
Colorado
$96.7M -$34.5M -26% 179
MCM
4432
Maxim Capital Management
California
$96.5M -$334K -0.3% 39
SMP
4433
Santa Monica Partners
Florida
$96.4M -$23.5M -20% 25
HFP
4434
Holistic Financial Partners
Indiana
$96.4M -$70.8M -42% 143
FCMT
4435
Founders Capital Management (Texas)
Texas
$96.4M -$35.7M -27% 328
SLWS
4436
Swaine & Leidel Wealth Services
Florida
$96.4M -$23.6M -20% 69
PBC
4437
Pavion Blue Capital
California
$96.4M -$4.53M -4% 81
BEI
4438
Benjamin Edwards Inc
Missouri
$96.4M +$47.3M +97% 385
BAM
4439
Bellevue Asset Management
Washington
$96.3M -$33.3M -26% 652
AAM
4440
Ascension Asset Management
New York
$96.3M -$19.6M -17% 76
WC
4441
Westhampton Capital
North Carolina
$96.3M -$27.1M -22% 113
RSC
4442
Red Spruce Capital
Pennsylvania
$96.2M -$23.7M -20% 89
JP
4443
JNE Partners
United Kingdom
$96.2M -$58.8M -38% 6
TA
4444
Townsend & Associates
Colorado
$96.2M -$18.2M -16% 74
OFW
4445
Omnia Family Wealth
Florida
$96.1M -$122M -56% 95
CWA
4446
Clarity Wealth Advisors
California
$96.1M -$22.8M -19% 67
EAM
4447
Eukles Asset Management
Ohio
$96M -$26.8M -22% 171
RC
4448
Rovin Capital
Arizona
$95.7M -$19.8M -17% 51
DFG
4449
Demars Financial Group
Washington
$95.7M -$15M -14% 56
EM
4450
ELCO Management
New York
$95.6M -$70.4M -42% 149