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
AFS
4926
Amtrust Financial Services
New York
$100M +$17.3M +21% 55
MWM
4927
MBE Wealth Management
Wisconsin
$99.9M 41
MFP
4928
Meridian Financial Partners
Virginia
$99.8M +$10.7M +12% 50
TWM
4929
Titus Wealth Management
California
$99.7M -$9.46M -9% 111
WB
4930
West Bancorporation
Iowa
$99.7M 302
MS
4931
Madden Securities
Texas
$99.7M 111
TWM
4932
Trinity Wealth Management
Pennsylvania
$99.6M 26
CCIM
4933
Chapwood Capital Investment Management
Texas
$99.4M 70
RMCP
4934
Red Mountain Capital Partners
California
$99.3M -$14M -12% 6
SV
4935
Sturgeon Ventures
United Kingdom
$99.3M +$3.71M +4% 36
CNFG
4936
Creegan & Nassoura Financial Group
New Hampshire
$99.3M 70
LCH
4937
Lee Capital Holdings
New York
$99.2M +$5.72M +6% 60
KFA
4938
Kelleher Financial Advisors
New York
$99.2M +$17.2M +21% 104
DTC
4939
Davidson Trust Company
Washington
$99.2M 100
SAM
4940
Stewart Asset Management
New York
$99.1M 44
BOM
4941
Bank of Marin
California
$99M 117
EPWM
4942
Essex Private Wealth Management
Massachusetts
$98.8M 58
FBCM
4943
Fort Baker Capital Management
California
$98.8M +$5.64M +6% 29
CC
4944
Copperleaf Capital
North Carolina
$98.6M 47
WCM
4945
Waterstone Capital Management
Minnesota
$98.6M +$55M +126% 8
SNBOSD
4946
Security National Bank of So Dak
Iowa
$98.5M +$12.6M +15% 84
CCI
4947
Credit Capital Investments
New Jersey
$98.5M +$14.4M +17% 45
EP
4948
EPIQ Partners
Minnesota
$98.5M 64
PHAM
4949
Portland Hill Asset Management
United Kingdom
$98.4M -$26.9M -21% 23
CRIG
4950
Charter Research & Investment Group
Connecticut
$98.4M +$6.04M +7% 80