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
MAWCM
4801
Mine & Arao Wealth Creation & Management
California
$107M 239
HB
4802
Horizon Bancorp
Indiana
$107M 279
PIG
4803
Pantheon Investment Group
California
$106M 69
AWM
4804
Aevitas Wealth Management
Massachusetts
$106M +$6.61M +7% 106
NRCM
4805
Northern Right Capital Management
Connecticut
$106M +$30.9M +41% 27
CCMW
4806
Cypress Capital Management (Wyoming)
Wyoming
$106M +$20.9M +25% 220
SWG
4807
Summit Wealth Group
Vermont
$106M 28
LF
4808
LifeSteps Financial
California
$106M 93
SV
4809
Sapphire Ventures
Texas
$106M 3
OEP
4810
Ocean Endowment Partners
Illinois
$106M 39
CWA
4811
Carolina Wealth Advisors
South Carolina
$106M 189
SC
4812
Spindletop Capital
New York
$106M -$583K -0.5% 8
GAM
4813
Grandview Asset Management
Pennsylvania
$106M -$4.84M -4% 102
LBS
4814
Lawrence B. Seidman
$106M -$4.58M -4% 23
PCM
4815
Pennsylvania Capital Management
Pennsylvania
$106M 54
SIS
4816
SVB Investment Services
Utah
$105M 56
GB
4817
Gunma Bank
Japan
$105M +$366K +0.3% 9
PFA
4818
Professional Financial Advisors
Nebraska
$105M 76
DCM
4819
Dean Capital Management
Kansas
$105M +$8.51M +9% 150
SWM
4820
Strategic Wealth Management
Washington
$105M -$304K -0.3% 19
QCIG
4821
Quad-Cities Investment Group
Iowa
$105M -$13.2M -11% 867
HZ
4822
Hixon Zuercher
Ohio
$105M 56
EA
4823
Emerald Advisors
Washington
$105M 97
SAM
4824
S.A. Mason
Michigan
$105M 453
SAM
4825
Steinberg Asset Management
New York
$105M +$7.12M +7% 37