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
TRIA
4901
Trail Ridge Investment Advisors
Colorado
$148M -$15.3M -9% 146
CIA
4902
Citadel Investment Advisory
Ohio
$148M -$24.6M -14% 82
EMCIP
4903
Ewing Morris & Co Investment Partners
Ontario, Canada
$148M -$12.4M -8% 21
SA
4904
Stonebridge Advisors
Connecticut
$147M -$23.3M -14% 4
VIG
4905
Vienna Insurance Group
Poland
$147M -$30.9M -17% 41
WFS
4906
Weitzel Financial Services
Iowa
$147M -$9.06M -6% 37
MFP
4907
Meridian Financial Partners
Virginia
$147M +$80.4M +120% 89
CMF
4908
Counterpoint Mutual Funds
California
$147M +$17.8M +14% 348
SFPG
4909
Stonebridge Financial Planning Group
Florida
$147M -$31.3M -18% 127
WA
4910
Watchtower Advisors
Connecticut
$147M -$52.9M -26% 17
TL
4911
Tradewinds LLC
North Carolina
$147M 118
IAG
4912
Investment Advisory Group
Massachusetts
$147M -$17.6M -11% 138
BMWM
4913
Brown Miller Wealth Management
Virginia
$147M -$25.9M -15% 128
AWM
4914
AllSquare Wealth Management
New York
$147M -$19.6M -12% 555
STC
4915
Sarah T. Connolly
$147M -$24M -14% 97
FNBOSM
4916
First National Bank of South Miami
Florida
$147M -$18.5M -11% 357
DWMG
4917
DB Wealth Management Group
California
$147M -$19.2M -12% 329
RPCONE
4918
Retirement Planning Company of New England
Rhode Island
$147M -$30.2M -17% 234
IGYL
4919
I.G.Y. Ltd
United Kingdom
$147M -$55.1M -27% 3
CCM
4920
Cox Capital Management
Massachusetts
$147M -$12.4M -8% 72
WMA
4921
Wealth Management Associates
New Jersey
$147M -$29.7M -17% 196
CC
4922
Coann Capital
Connecticut
$146M +$3.12M +2% 24
APWM
4923
Atlas Private Wealth Management
New York
$146M -$25.7M -15% 127
RHP
4924
Royal Harbor Partners
Texas
$146M -$9.7M -6% 91
WAM
4925
Worth Asset Management
Texas
$146M -$7.07M -5% 607