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
OCPWS
4926
One Charles Private Wealth Services
Massachusetts
$154M +$3.96M +3% 123
PMIA
4927
Patrick Mauro Investment Advisor
Illinois
$154M +$15.8M +11% 43
BA
4928
Baugh & Associates
Georgia
$154M +$13M +9% 39
DWMG
4929
DB Wealth Management Group
California
$154M +$14.3M +10% 380
TCOK
4930
Trust Company of Kansas
Kansas
$154M +$13.1M +9% 53
WFC
4931
Western Financial Corp
California
$154M +$11.3M +8% 109
RBC
4932
Rye Brook Capital
Connecticut
$154M +$17.3M +13% 23
WMR
4933
Wealth Management Resources
Rhode Island
$154M +$3.85M +3% 44
MECA
4934
Miller Equity Capital Advisors
Texas
$154M +$17.8M +13% 50
HAM
4935
Hanwha Asset Management
South Korea
$154M 1
SCGM
4936
Starwood Capital Group Management
Florida
$154M +$4.97M +3% 4
3F
4937
360 Financial
Minnesota
$154M +$378K +0.2% 86
CCM
4938
Cox Capital Management
Massachusetts
$154M +$16M +12% 85
AIM
4939
Ausbil Investment Management
Australia
$153M 42
FAM
4940
Forte Asset Management
New York
$153M +$2.65M +2% 74
WA
4941
Wealthstream Advisors
New York
$153M +$60.3M +65% 82
GCM
4942
Garland Capital Management
Washington
$153M +$38.4M +33% 34
MPCG
4943
Matrix Private Capital Group
New York
$153M +$5.66M +4% 208
CFGF
4944
Compass Financial Group (Florida)
Florida
$153M +$3.97M +3% 32
HH
4945
HWG Holdings
Texas
$153M +$14.6M +11% 178
SP
4946
Successful Portfolios
Florida
$153M +$15.4M +11% 200
SHFP
4947
Second Half Financial Partners
Florida
$153M +$72.9M +91% 45
FI
4948
FIDELIS iM
Oregon
$153M +$9.83M +7% 23
GBWM
4949
Granite Bay Wealth Management
New Hampshire
$153M +$28.9M +23% 71
AFA
4950
Abacus FCF Advisors
Florida
$153M +$8.14M +6% 159