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
SIC
5026
Samalin Investment Counsel
New York
$154M +$5.21M +3% 248
PPWM
5027
PFG Private Wealth Management
Florida
$154M +$8.88M +6% 58
SHA
5028
Seneca House Advisors
Virginia
$154M +$12.7M +9% 85
SC
5029
Steph & Co
Wisconsin
$154M +$10M +7% 243
SFP
5030
Sterling Financial Planning
New Jersey
$154M +$13.7M +10% 414
EIA
5031
Eastover Investment Advisors
North Carolina
$154M +$12.5M +9% 47
WC
5032
Wealth CMT
New Jersey
$154M -$15.8M -9% 19
YAL
5033
Your Advocates Ltd
Texas
$154M +$18.6M +14% 156
WC
5034
Westhampton Capital
North Carolina
$154M +$9.06M +6% 110
MP
5035
Marlowe Partners
New York
$154M -$15.2M -9% 9
WLPWM
5036
Walled Lake Planning & Wealth Management
Illinois
$154M +$9.52M +7% 326
SP
5037
SWS Partners
Ohio
$154M +$8.35M +6% 86
HPWA
5038
Hall Private Wealth Advisors
North Carolina
$154M 52
AEPV
5039
AH Equity Partners V
California
$154M -$30.2M -16% 2
PC
5040
Pecaut & Co
Iowa
$154M +$14.9M +11% 84
FCMT
5041
Founders Capital Management (Texas)
Texas
$153M +$12.9M +9% 317
MA
5042
Mosaic Advisors
Texas
$153M +$35.3M +30% 43
CT
5043
Clearstead Trust
Maine
$153M +$18.2M +14% 173
IIA
5044
ICW Investment Advisors
Arizona
$153M +$7.59M +5% 126
NFG
5045
Northeast Financial Group
Pennsylvania
$153M +$2.37M +2% 50
MI
5046
Merk Investments
California
$153M -$6.85M -4% 17
USPCM
5047
Union Square Park Capital Management
New York
$153M -$24M -14% 109
MSKCC
5048
Memorial Sloan Kettering Cancer Center
New York
$153M -$9.29M -6% 4
SFA
5049
Seneca Financial Advisors
New York
$153M +$10.8M +8% 41
LC
5050
Longitude (Cayman)
Cayman Islands
$153M -$19.1M -11% 52