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
SWM
4751
Strategic Wealth Management
Washington
$202M +$9.92M +5% 72
TL
4752
TowerView LLC
New York
$202M +$12.2M +6% 36
IIM
4753
Ironwood Investment Management
Massachusetts
$202M +$9.23M +5% 184
WWA
4754
WC Walker & Associates
California
$202M +$15.5M +8% 75
KAM
4755
Karani Asset Management
New York
$202M -$3.91M -2% 51
SSW
4756
Smith Shellnut Wilson
Mississippi
$202M +$29.1M +17% 166
MPW
4757
Monterey Private Wealth
California
$202M +$23.8M +13% 110
SWP
4758
ShoreHaven Wealth Partners
New Jersey
$202M +$9.91M +5% 54
1CM
4759
1492 Capital Management
Wisconsin
$202M +$6.68M +3% 125
IC
4760
Innealta Capital
Texas
$202M +$23M +13% 71
WVP
4761
Worth Venture Partners
New Jersey
$202M -$19.5M -9% 165
IMA
4762
Investment Management Associates
Colorado
$201M +$12.7M +7% 52
CFLC
4763
California First Leasing Corp
California
$201M 39
MA
4764
Menlo Advisors
California
$201M +$12M +6% 46
KPWG
4765
KFA Private Wealth Group
Virginia
$201M +$18.4M +10% 73
OPWM
4766
Oakwell Private Wealth Management
Texas
$201M +$16M +9% 63
ATIA
4767
American Trust Investment Advisors
New Hampshire
$201M +$23.2M +13% 97
GGI
4768
GPM Growth Investors
Michigan
$201M +$11.2M +6% 41
GWM
4769
Gray Wealth Management
Maine
$201M +$22M +12% 133
CFGF
4770
Compass Financial Group (Florida)
Florida
$201M +$18.4M +10% 31
GSC
4771
G&S Capital
Colorado
$201M +$18.9M +10% 124
MCM
4772
Mason Capital Management
New York
$200M -$15.6M -7% 40
SW
4773
StrongBox Wealth
Missouri
$200M +$21.9M +12% 106
BLC
4774
Brown, Lisle/Cummings
Rhode Island
$200M 452
SFSG
4775
Sound Financial Strategies Group
Mississippi
$200M +$801K +0.4% 86