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
5176
AAF Wealth Management
Massachusetts
$125M -$7.35M -6% 37
CASB
5177
Cape Ann Savings Bank
Massachusetts
$125M -$5.3M -4% 82
TWM
5178
Trinity Wealth Management
Pennsylvania
$125M -$3.4M -3% 39
ADMI
5179
Albert D. Mason Inc
Massachusetts
$125M -$9.73M -7% 153
SAMC
5180
Spectrum Asset Management (Connecticut)
Connecticut
$125M -$8.63M -6% 8
FGG
5181
Financial Guidance Group
Florida
$125M -$2.54M -2% 52
RFP
5182
Roth Financial Partners
Texas
$125M -$571K -0.5% 27
GCM
5183
Gables Capital Management
Florida
$125M -$7.75M -6% 362
G1
5184
Greylock 15
California
$125M +$18M +17% 4
TCFP
5185
Treasure Coast Financial Planning
Florida
$125M -$4.52M -4% 36
WR
5186
WD Rutherford
Oregon
$125M -$4.97M -4% 135
WWM
5187
Wolff Wiese Magana
California
$124M -$12.5M -9% 1,011
EPIM
5188
Equinox Partners Investment Management
Connecticut
$124M -$15.6M -11% 12
GBWM
5189
Granite Bay Wealth Management
New Hampshire
$124M -$4.5M -3% 59
WF
5190
Warner Financial
Maryland
$124M +$15.6M +14% 83
KCM
5191
Kennicott Capital Management
California
$124M -$6.35M -5% 43
IWA
5192
IVC Wealth Advisors
Pennsylvania
$124M -$5M -4% 147
LI
5193
Latash Investments
Alaska
$124M +$2.51M +2% 22
CI
5194
Carroll Investors
South Carolina
$124M +$14.1M +13% 49
TLCM
5195
Twin Lakes Capital Management
California
$124M -$14.1M -10% 300
MSAGDF
5196
Moneda SA Administradora General de Fondos
Chile
$124M -$10.4M -8% 45
LFWA
5197
LBJ Family Wealth Advisors
Texas
$124M -$9.6M -7% 23
OCM
5198
Orion Capital Management
California
$124M -$4.49M -3% 433
MC
5199
Mayar Capital
United Kingdom
$124M -$8.94M -7% 13
PD
5200
Planning Directions
Pennsylvania
$124M -$6.68M -5% 72