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
AWM
5101
AllSquare Wealth Management
New York
$155M +$8.67M +6% 568
SIAM
5102
Sterling Investment Advisors (Missouri)
Missouri
$155M +$8.26M +6% 29
WC
5103
Wynnefield Capital
New York
$154M -$19.5M -11% 21
SOA
5104
Sea Otter Advisors
Florida
$154M +$86.9M +129% 301
MIM
5105
Moseley Investment Management
Florida
$154M +$14.6M +10% 149
YEPX
5106
Yorktown Energy Partners XI
New York
$154M +$9.01M +6% 4
CI
5107
Cordant Inc
Oregon
$154M +$5.59M +4% 83
TL
5108
TowerView LLC
New York
$154M -$1.04M -0.7% 26
WA
5109
Watchtower Advisors
Connecticut
$154M -$15.2M -9% 18
NG
5110
NWK Group
California
$154M +$18M +13% 82
BP
5111
BCK Partners
New York
$154M +$6.28M +4% 29
GSB
5112
Greenfield Savings Bank
Massachusetts
$154M +$2.59M +2% 141
FFG
5113
Fortem Financial Group
California
$154M -$17.1M -10% 166
IFA
5114
Invus Financial Advisors
New York
$154M -$34.4M -18% 9
SRA
5115
Summit Rock Advisors
New York
$153M +$6.62M +5% 3
AFG
5116
ABLE Financial Group
Arizona
$153M 129
GIA
5117
Goodwin Investment Advisory
Georgia
$153M +$12.4M +9% 223
OFM
5118
Omega Fund Management
Massachusetts
$153M -$143M -48% 16
CJFS
5119
Coulter & Justus Financial Services
Tennessee
$153M +$6.09M +4% 53
TRIA
5120
Trail Ridge Investment Advisors
Colorado
$153M +$8.01M +6% 126
CB
5121
Centennial Bank
Arkansas
$153M -$21.6M -12% 344
ECML
5122
Eagle Capital Management (Louisiana)
Louisiana
$153M +$16.8M +12% 36
EFSCE
5123
Enterprise Financial Services Corp (EFSC)
Missouri
$153M +$8.27M +6% 164
FA
5124
Fortis Advisors
Pennsylvania
$153M +$21.8M +17% 287
AIC
5125
Aurora Investment Counsel
Georgia
$153M +$8.3M +6% 128