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
SAM
4576
Selway Asset Management
$207M -$4.43M -2% 79
MWM
4577
MorganRosel Wealth Management
Colorado
$206M +$633K +0.3% 99
NIA
4578
NIA Impact Advisors
California
$206M +$17.7M +9% 61
WCG
4579
Weaver Consulting Group
California
$206M -$1.51M -0.7% 174
SVGI
4580
Sozo Ventures GP II
California
$206M -$67.8M -25% 1
BSA
4581
Bull Street Advisors
Georgia
$206M -$4.05M -2% 95
AF
4582
Affiance Financial
Minnesota
$206M -$33.9M -14% 150
HIM
4583
Harbour Investment Management
Washington
$206M -$13.8M -6% 78
PC
4584
Pecaut & Co
Iowa
$205M +$8.42M +4% 108
OKSA
4585
O'Keefe Stevens Advisory
New York
$205M -$7.68M -4% 44
GWM
4586
Graybill Wealth Management
Illinois
$205M -$15.5M -7% 52
MPCG
4587
Matrix Private Capital Group
New York
$205M -$6.39M -3% 271
LD
4588
Lipe & Dalton
New York
$205M -$6.56M -3% 116
EPM
4589
Equitec Proprietary Markets
Illinois
$205M +$16.8M +9% 423
AFM
4590
Abbot Financial Management
Massachusetts
$205M -$19.1M -9% 140
MWM
4591
Marion Wealth Management
Pennsylvania
$205M -$5.74M -3% 97
MMM
4592
Mendel Money Management
Illinois
$205M +$31.3M +18% 125
C1AG
4593
Client 1st Advisory Group
Florida
$205M -$174K -0.1% 82
SWM
4594
Sculati Wealth Management
Michigan
$205M -$2.31M -1% 125
TAM
4595
Townsend Asset Management
North Carolina
$205M -$4.83M -2% 219
SLWA
4596
San Luis Wealth Advisors
California
$205M +$106M +108% 458
ROC
4597
Robertson Opportunity Capital
Texas
$204M -$14.1M -6% 29
PP
4598
Prosperity Planning
Missouri
$204M +$6.97M +4% 96
SCM
4599
SG Capital Management
Illinois
$204M -$59.7M -23% 83
NWM
4600
Northwest Wealth Management
Iowa
$204M -$11M -5% 143