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
WHAM
4976
Windmill Hill Asset Management
United Kingdom
$156M -$15.8M -9% 33
BAM
4977
Bayshore Asset Management
Florida
$155M +$23M +17% 31
NAM
4978
NewGen Asset Management
Ontario, Canada
$155M +$34.2M +28% 34
HG
4979
Harbor Group
New Hampshire
$155M +$17.7M +13% 59
PBO
4980
Peoples Bank (Ohio)
Ohio
$155M +$5.99M +4% 128
HVCM
4981
Hel Ved Capital Management
Hong Kong
$155M +$25.2M +19% 17
TL
4982
Tradewinds LLC
North Carolina
$155M +$17.5M +13% 215
SGC
4983
Slocum, Gordon & Co
Rhode Island
$155M 142
TL
4984
TowerView LLC
New York
$155M -$18.8M -11% 38
FMB
4985
Field & Main Bank
Kentucky
$155M +$6.19M +4% 277
LWP
4986
Laurel Wealth Planning
Minnesota
$155M +$19.2M +14% 224
TPCM
4987
Two Point Capital Management
New York
$155M 22
AAG
4988
Avalon Advisory Group
Pennsylvania
$155M -$4.66M -3% 9
NOI
4989
Newton One Investments
Delaware
$155M +$14.5M +10% 124
GRIM
4990
Greenhaven Road Investment Management
Connecticut
$155M -$11.4M -7% 43
BIP
4991
Bouvel Investment Partners
Pennsylvania
$155M +$4.95M +3% 69
SWM
4992
Soundmark Wealth Management
Washington
$155M +$12.3M +9% 61
MWM
4993
MBE Wealth Management
Wisconsin
$155M +$17.9M +13% 67
GA
4994
GoalVest Advisory
New York
$155M +$12.3M +9% 279
FSA
4995
Financial Services Advisory
Maryland
$155M +$127M +465% 35
LAM
4996
L2 Asset Management
Massachusetts
$155M +$9.59M +7% 137
GAM
4997
Garrison Asset Management
Arkansas
$155M +$13.1M +9% 98
1CM
4998
1492 Capital Management
Wisconsin
$155M +$15.8M +11% 124
RIA
4999
Retirement Investment Advisors
Oklahoma
$155M 48
OCPWS
5000
One Charles Private Wealth Services
Massachusetts
$154M +$3.96M +3% 123