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
EFM
4751
Eley Financial Management
Vermont
$257M +$8.2M +3% 69
CCC
4752
Compass Capital Corp
Massachusetts
$257M 201
WPWM
4753
Windward Private Wealth Management
Kansas
$257M -$4.32M -2% 48
SAS
4754
Stelac Advisory Services
New York
$256M +$9.7M +4% 114
WPW
4755
Watershed Private Wealth
Illinois
$256M +$5.68M +2% 120
MIM
4756
Moseley Investment Management
Florida
$256M +$5.57M +2% 159
SC
4757
Schiavi & Co
Delaware
$256M -$19.4M -7% 40
FBT
4758
First Bankers Trust
Kentucky
$256M -$4.03M -2% 133
CWM
4759
Core Wealth Management
Florida
$256M +$9.39M +4% 30
RWA
4760
Rooted Wealth Advisors
Illinois
$256M +$31.6M +14% 100
CIA
4761
Cape Investment Advisory
Georgia
$256M +$9.04M +4% 1,173
TH
4762
Team Hewins
California
$256M -$5.73M -2% 41
SAM
4763
Socorro Asset Management
Texas
$256M -$7.71M -3% 34
RFMS
4764
RWQ Financial Management Services
Florida
$256M -$33M -11% 28
OFA
4765
Oak Family Advisors
Illinois
$256M -$21.2M -8% 140
CCM
4766
Campbell Capital Management
Florida
$255M +$3.17M +1% 99
UIA
4767
UG Investment Advisers
Taiwan
$255M -$10.7M -4% 11
VBA
4768
von Borstel & Associates
Oregon
$255M +$78.9M +45% 38
SVCM
4769
Saturn V Capital Management
Texas
$255M -$24.4M -9% 30
LCM
4770
Leisure Capital Management
California
$255M +$21.3M +9% 155
PFG
4771
Pinnacle Financial Group
Illinois
$255M +$141K +0.1% 84
CWA
4772
Centennial Wealth Advisory
Michigan
$255M -$1.5M -0.6% 155
BTWM
4773
Baker Tilly Wealth Management
Wisconsin
$255M +$29M +13% 251
SA
4774
Situational Awareness
California
$255M 6
WIM
4775
Wittenberg Investment Management
Massachusetts
$255M -$56.8M -18% 82