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
FWM
4801
FSA Wealth Management
Massachusetts
$172M +$486K +0.3% 56
MSFP
4802
Mark Sheptoff Financial Planning
Connecticut
$172M +$1.71M +1% 403
SJIM
4803
St. Johns Investment Management
Florida
$172M +$4.54M +3% 191
SWA
4804
ShankerValleau Wealth Advisors
Illinois
$172M +$10.8M +7% 22
MGM
4805
Miura Global Management
New York
$172M -$26.7M -13% 20
WAM
4806
Weinberger Asset Management
California
$172M +$9.25M +6% 78
MFC
4807
Mechanics Financial Corp
Ohio
$172M +$4.19M +2% 218
MAC
4808
Monarch Alternative Capital
New York
$172M -$119M -41% 8
SIM
4809
SummerHaven Investment Management
Connecticut
$172M +$3.91M +2% 200
PCM
4810
Pinnbrook Capital Management
New York
$171M +$126M +278% 68
AWM
4811
Ameliora Wealth Management
Switzerland
$171M -$15.6M -8% 269
CAG
4812
Compass Advisory Group
New York
$171M -$3.13M -2% 68
OWA
4813
Opal Wealth Advisors
New York
$171M -$10.1M -6% 142
BIP
4814
Bouvel Investment Partners
Pennsylvania
$171M +$16.3M +10% 69
UOMF
4815
University of Massachusetts Foundation
Massachusetts
$171M +$29.7M +21% 4
KCM
4816
Kempner Capital Management
Texas
$171M +$6.32M +4% 62
KC
4817
Kinloch Capital
Virginia
$171M -$712K -0.4% 74
FCCM
4818
First City Capital Management
Georgia
$171M +$4.97M +3% 173
SAM
4819
Security Asset Management
New York
$171M -$9.27M -5% 82
RSC
4820
Red Spruce Capital
Pennsylvania
$171M +$13.8M +9% 92
CW
4821
Cabot-Wellington
Massachusetts
$171M +$13.6M +9% 4
CWA
4822
Carolina Wealth Advisors
South Carolina
$171M +$12M +8% 290
IB
4823
Iyo Bank
Japan
$171M +$993K +0.6% 31
PE
4824
Platinum Equity
California
$171M +$24.3M +17% 8
UBG
4825
United Bank (Georgia)
Georgia
$171M +$7.75M +5% 88