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
MAM
4901
MMA Asset Management
Pennsylvania
$261M +$23.4M +10% 169
WW
4902
Westshore Wealth
California
$261M +$24.3M +10% 101
ODFS
4903
O'Donnell Financial Services
California
$261M +$18.3M +8% 51
EFM
4904
Eley Financial Management
Vermont
$261M +$11M +4% 66
LCC
4905
Lincoln Capital Corp
Rhode Island
$260M +$20.3M +8% 101
SIC
4906
Samalin Investment Counsel
New York
$260M +$14.1M +6% 329
PS
4907
Planned Solutions
California
$260M +$16.6M +7% 131
BA
4908
BIP Alliance
Georgia
$260M +$23.9M +10% 53
HP
4909
Highlander Partners
Texas
$260M +$98.6M +61% 52
TSS
4910
Thomas Story & Son
Indiana
$260M +$3.26M +1% 52
5VM
4911
5AM Venture Management
California
$260M -$4.29M -2% 31
PWM
4912
Power Wealth Management
Georgia
$260M +$13M +5% 93
KCM
4913
Kaye Capital Management
California
$260M +$15M +6% 45
PCM
4914
Presidio Capital Management
California
$260M +$20M +8% 72
LIG
4915
Lokken Investment Group
Delaware
$260M +$22.4M +9% 145
GJIA
4916
Glass Jacobson Investment Advisors
Maryland
$260M -$45M -15% 880
PCM
4917
Payne Capital Management
New York
$259M +$24.9M +11% 79
SFA
4918
Seneca Financial Advisors
New York
$259M +$53.2M +26% 61
FPCG
4919
Forum Private Client Group
Indiana
$259M +$29.1M +13% 82
I
4920
InvesTrust
Oklahoma
$259M -$106M -29% 94
GWP
4921
Gen-Wealth Partners
Michigan
$259M +$19.5M +8% 668
HCM
4922
Highview Capital Management
Illinois
$259M +$20.2M +8% 123
WAM
4923
Weinberger Asset Management
California
$259M +$25.9M +11% 84
HOWA
4924
Heritage Oak Wealth Advisors
Florida
$259M +$31.3M +14% 83
MWA
4925
Medallion Wealth Advisors
Connecticut
$259M +$38.6M +18% 1,134