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
HPWM
5101
High Pines Wealth Management
Massachusetts
$146M +$13.1M +10% 44
CCM
5102
Ciovacco Capital Management
Georgia
$146M +$6.35M +5% 30
TWS
5103
Thomas W. Smith
$145M -$9.27M -6% 8
OFW
5104
Omnia Family Wealth
Florida
$145M -$11M -7% 75
MWM
5105
Midwest Wealth Management
Indiana
$145M +$5.28M +4% 102
CCP
5106
Cassia Capital Partners
North Carolina
$145M +$12.3M +9% 137
SFS
5107
Solitude Financial Services
Virginia
$145M +$7.3M +5% 42
JA
5108
JVL Associates
Michigan
$145M +$89K +0.1% 37
IWA
5109
IVC Wealth Advisors
Pennsylvania
$145M +$2.85M +2% 147
PHM
5110
Prospect Hill Management
New Jersey
$145M +$6.69M +5% 17
NPP
5111
New Potomac Partners
Maryland
$145M -$2.14M -1% 65
FDS
5112
First Dallas Securities
Texas
$145M -$7.7M -5% 126
CG
5113
Clarus Group
Texas
$145M +$11.2M +8% 115
GAA
5114
Green Alpha Advisors
Colorado
$145M -$2.08M -1% 130
6C
5115
6elm Capital
New York
$145M -$13M -8% 18
PWM
5116
Purus Wealth Management
California
$145M +$5.75M +4% 108
II
5117
Ibex Investors
Colorado
$145M -$20M -12% 64
A
5118
Attestor
United Kingdom
$145M -$6.66M -4% 3
TP
5119
Truvvo Partners
New York
$144M -$1.54M -1% 32
SCA
5120
St. Clair Advisors
Ohio
$144M +$10.9M +8% 51
CBT
5121
CoreFirst Bank & Trust
Kansas
$144M -$2.65M -2% 453
PCM
5122
Pointe Capital Management
Michigan
$144M +$2.03M +1% 153
APCM
5123
Arbiter Partners Capital Management
New York
$144M -$21M -13% 37
PIM
5124
Profit Investment Management
Maryland
$144M -$45.4M -24% 90
PWA
5125
Providence Wealth Advisors
Illinois
$144M -$2.76M -2% 100