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
MWM
5151
McNaughton Wealth Management
California
$146M +$10.1M +7% 55
SIAM
5152
Sterling Investment Advisors (Missouri)
Missouri
$146M +$12.9M +10% 27
CIA
5153
Citadel Investment Advisory
Ohio
$146M +$15.1M +12% 79
AFM
5154
Abbot Financial Management
Massachusetts
$146M +$5.79M +4% 117
IWN
5155
Independent Wealth Network
Iowa
$146M +$18.2M +14% 204
CPW
5156
Crestmont Private Wealth
Texas
$146M +$14.3M +11% 48
SIM
5157
Strategic Investment Management
Virginia
$146M +$11.3M +8% 10
EP
5158
Elkhorn Partners
Nebraska
$146M +$7.91M +6% 47
SFS
5159
Solitude Financial Services
Virginia
$146M +$9.08M +7% 45
LSA
5160
Lansing Street Advisors
Pennsylvania
$146M +$16.6M +13% 378
RFWA
5161
RPg Family Wealth Advisory
Massachusetts
$146M -$44.1M -23% 103
ORAM
5162
One River Asset Management
Connecticut
$146M 140
AWM
5163
AllSquare Wealth Management
New York
$146M +$7.51M +5% 543
DCM
5164
Davidson Capital Management
Texas
$146M -$58.3M -29% 160
FMTCOCP
5165
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$146M +$16.7M +13% 369
CGIC
5166
Continental General Insurance Company
Texas
$146M 8
AWP
5167
Accretive Wealth Partners
New Jersey
$146M +$14.2M +11% 113
AW
5168
Alaethes Wealth
Nevada
$146M +$9.47M +7% 110
SC
5169
Saiph Capital
New Jersey
$145M +$17.2M +13% 43
CCA
5170
Cora Capital Advisors
New Jersey
$145M 77
BCM
5171
Birch Capital Management
Texas
$145M +$12.8M +10% 111
TRIA
5172
Trail Ridge Investment Advisors
Colorado
$145M -$6.11M -4% 126
SRWM
5173
Shira Ridge Wealth Management
California
$145M 58
NFGH
5174
Nan Fung Group Holdings
Hong Kong
$145M -$11.5M -7% 47
YEPX
5175
Yorktown Energy Partners XI
New York
$145M +$17M +13% 4