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
CWA
5001
CM Wealth Advisors
Ohio
$210M -$140M -40% 188
SI
5002
Saxon Interests
Texas
$210M +$463K +0.2% 197
MWM
5003
MTC Wealth Management
Florida
$210M -$7.52M -3% 14
CG
5004
Castellan Group
Kentucky
$210M +$14.7M +8% 69
BCA
5005
Boundary Creek Advisors
New York
$210M +$56.1M +36% 36
TFCM
5006
Taylor Frigon Capital Management
Arizona
$210M +$135K +0.1% 87
GCM
5007
Goldstream Capital Management
Hong Kong
$210M +$32.6M +18% 29
NAH
5008
Neumann Advisory (HK)
Hong Kong
$210M +$6.3M +3% 15
AAG
5009
Avalon Advisory Group
Pennsylvania
$210M +$3.43M +2% 15
TC
5010
Teilinger Capital
Texas
$210M -$23.2M -10% 23
HCM
5011
Hall Capital Management
Rhode Island
$210M +$7.15M +4% 100
EF
5012
Exeter Financial
Arizona
$210M -$7.27M -3% 94
SG
5013
Sharper & Granite
California
$210M +$2.66M +1% 100
BCVI
5014
Bain Capital Venture Investors
Massachusetts
$210M +$79M +61% 4
BIA
5015
Bigelow Investment Advisors
Maine
$209M +$6.04M +3% 156
NC
5016
Nokomis Capital
Texas
$209M -$17.1M -8% 52
GAAM
5017
Grand Alliance Asset Management
Hong Kong
$209M +$33.7M +19% 13
PWM
5018
Power Wealth Management
Georgia
$209M +$49.9M +31% 107
CCM
5019
Consolidated Capital Management
California
$209M +$409K +0.2% 46
EIA
5020
Eastover Investment Advisors
North Carolina
$209M +$4.62M +2% 50
PKC
5021
Palmer Knight Company
Florida
$209M +$3.7M +2% 35
SAM
5022
Silphium Asset Management
United Kingdom
$209M +$15.9M +8% 60
HAS
5023
Horizon Advisory Services
New York
$209M -$5.8M -3% 46
FA
5024
Forefront Analytics
Pennsylvania
$209M +$2.68M +1% 72
MFC
5025
Morris Financial Concepts
South Carolina
$209M +$13.4M +7% 170