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
SSWM
5101
Strait & Sound Wealth Management
California
$215M +$9.55M +5% 151
MRI
5102
Mad River Investors
Massachusetts
$215M +$34.9M +19% 27
CB
5103
CNB Bank
Pennsylvania
$215M -$1.01M -0.5% 534
CAM
5104
CPA Asset Management
Florida
$215M +$8.04M +4% 81
WMRU
5105
William Marsh Rice University
Texas
$215M +$129M +151% 4
FA
5106
Forefront Analytics
Pennsylvania
$215M +$2.98M +1% 71
FZCM
5107
Flynn Zito Capital Management
New York
$215M +$8.41M +4% 129
DF
5108
Dunhill Financial
United Kingdom
$215M +$20.3M +10% 977
MAM
5109
Mirabaud Asset Management
United Kingdom
$215M -$27.4M -11% 47
GCA
5110
Genesee Capital Advisors
New York
$215M +$7.31M +4% 135
CSC
5111
Caldwell Sutter Capital
California
$215M +$318K +0.1% 930
SJIM
5112
St. Johns Investment Management
Florida
$215M +$2M +0.9% 257
FFC
5113
First Financial Corp
Indiana
$215M +$5.14M +2% 473
ERFOTCOFW
5114
Employees Retirement Fund of the City of Fort Worth
Texas
$214M -$4.77M -2% 11
MPPW
5115
Mitchell & Pahl Private Wealth
Oklahoma
$214M -$704K -0.3% 146
AWM
5116
Act Wealth Management
Texas
$214M -$11.6M -5% 53
TSM
5117
Two Star Manager
Florida
$214M +$7.07M +3% 20
BWS
5118
BCR Wealth Strategies
Alabama
$214M +$1.91M +0.9% 26
EIA
5119
Eastover Investment Advisors
North Carolina
$214M +$206K +0.1% 48
VW
5120
Veridan Wealth
Oregon
$213M 82
ATWA
5121
Arbor Trust Wealth Advisors
Michigan
$213M +$23M +12% 105
KNFPWM
5122
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$213M +$8.18M +4% 76
EPW
5123
Evergreen Private Wealth
Colorado
$213M -$2.28M -1% 218
CKAIS
5124
Christensen King & Associates Investment Services
Washington
$213M +$840K +0.4% 100
SFG
5125
Socha Financial Group
New York
$213M -$17.2M -7% 28