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
CPSC
5076
Carl P. Sherr & Co
Massachusetts
$125M +$15M +14% 109
SG
5077
Somerset Group
Minnesota
$125M +$14.9M +13% 71
SAMT
5078
Select Asset Management & Trust
Pennsylvania
$125M 63
FMTCOCP
5079
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$125M +$9.4M +8% 286
BFG
5080
Baron Financial Group
New Jersey
$125M +$18.8M +18% 294
RA
5081
RiverTree Advisors
Florida
$125M 31
LPARFS
5082
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$125M 72
MWM
5083
McNaughton Wealth Management
California
$125M +$10.7M +9% 52
DJC
5084
Daily Journal Corp
California
$125M +$26.6M +27% 4
IHWM
5085
Iron Horse Wealth Management
Iowa
$125M 189
PS
5086
Planned Solutions
California
$125M +$22.5M +22% 479
BI
5087
Blooom Inc
Kansas
$125M 43
KAM
5088
Kopion Asset Management
Texas
$125M +$37.5M +43% 23
CWA
5089
Carolina Wealth Advisors
South Carolina
$124M +$10.6M +9% 267
AIFAIM
5090
American Institute for Advanced Investment Management
Arizona
$124M +$13.1M +12% 112
RCA
5091
Reitz Capital Advisors
Michigan
$124M +$14.1M +13% 52
RHDIC
5092
R.H. Dinel Investment Counsel
California
$124M +$19.6M +19% 46
WPA
5093
Winning Points Advisors
Florida
$124M +$7.14M +6% 67
WVP
5094
Worth Venture Partners
New Jersey
$124M +$5.99M +5% 144
AIC
5095
Aurora Investment Counsel
Georgia
$124M +$2.9M +2% 114
GPA
5096
Garrison Point Advisors
California
$124M +$14.1M +13% 140
SFP
5097
Sterling Financial Planning
New Jersey
$124M 360
MWM
5098
Moulton Wealth Management
Washington
$124M +$32.9M +36% 27
CLCM
5099
Crawford Lake Capital Management
New Jersey
$124M -$3.4M -3% 79
MTIM
5100
Marathon Trading Investment Management
Pennsylvania
$124M +$14.3M +13% 230