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
STC
5001
Sarah T. Connolly
$136M -$10.5M -7% 97
WCM
5002
W Capital Management
New York
$136M -$41.7M -23% 6
MECA
5003
Miller Equity Capital Advisors
Texas
$136M +$19.2M +16% 49
SIC
5004
Samalin Investment Counsel
New York
$136M -$5.55M -4% 246
MWM
5005
McNaughton Wealth Management
California
$136M -$5.21M -4% 55
MIM
5006
Moseley Investment Management
Florida
$136M -$7.08M -5% 155
HGM
5007
Highside Global Management
Texas
$136M -$37.4M -22% 19
AW
5008
Alaethes Wealth
Nevada
$136M +$1.16M +0.9% 106
TC
5009
Toews Corporation
New Jersey
$136M -$14.1M -9% 118
BMCM
5010
Burns Matteson Capital Management
New York
$136M -$6.31M -4% 150
BCM
5011
BlueMar Capital Management
Florida
$136M -$13M -9% 35
AWMT
5012
AAFMAA Wealth Management & Trust
North Carolina
$136M -$12.5M -8% 66
LWP
5013
Laurel Wealth Planning
Minnesota
$136M -$6.26M -4% 259
DP
5014
Divergent Planning
Maryland
$136M -$3.35M -2% 23
MAWCM
5015
Mine & Arao Wealth Creation & Management
California
$136M -$6.57M -5% 353
GIM
5016
Growth Interface Management
Florida
$136M +$36.1M +36% 10
GWCM
5017
Godshalk Welsh Capital Management
Pennsylvania
$135M -$3.81M -3% 123
DA
5018
DCF Advisers
Connecticut
$135M -$13.8M -9% 79
LFA
5019
Level Financial Advisors
New York
$135M -$376K -0.3% 366
MPPW
5020
Mitchell & Pahl Private Wealth
Oklahoma
$135M -$8.55M -6% 157
SFG
5021
Steward Financial Group
Texas
$135M +$15M +12% 1,500
EFIC
5022
Eliot Finkel Investment Counsel
California
$135M -$2.84M -2% 34
LA
5023
Lindenwold Advisors
Pennsylvania
$135M -$5.51M -4% 112
SHA
5024
Seneca House Advisors
Virginia
$135M -$18.2M -12% 87
MAM
5025
Maytree Asset Management
Hong Kong
$135M +$49.1M +57% 22