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
GSB
5176
Greenfield Savings Bank
Massachusetts
$211M +$16.4M +8% 155
SEM
5177
Strategic Equity Management
Arizona
$211M +$57.4M +37% 55
EC
5178
Eaton-Cambridge
Arizona
$211M +$15.4M +8% 31
TBC
5179
Ted Buchan & Co
California
$211M +$24.4M +13% 90
WPM
5180
Worldly Partners Management
Massachusetts
$210M +$24.1M +13% 3
UAM
5181
Unison Asset Management
Florida
$210M +$12.8M +6% 35
WGCA
5182
Wolf Group Capital Advisors
Virginia
$210M -$43.5M -17% 142
SIMC
5183
Squire Investment Management Company
Utah
$210M +$33.9M +19% 62
MRCM
5184
Mill Road Capital Management
Connecticut
$210M +$22.5M +12% 24
ACM
5185
Ayrshire Capital Management
Connecticut
$210M +$14M +7% 49
BA
5186
Bridge Advisory
California
$210M +$7.23M +4% 101
CL
5187
COWA LLC
Oklahoma
$210M +$22.6M +12% 139
SFPG
5188
Stonebridge Financial Planning Group
Florida
$210M +$10.9M +5% 160
TRIA
5189
Trail Ridge Investment Advisors
Colorado
$210M +$16.4M +8% 108
WCM
5190
Winthrop Capital Management
Indiana
$210M +$9.87M +5% 183
PWMG
5191
Pioneer Wealth Management Group
Texas
$210M +$21.4M +11% 42
TC
5192
Tejara Capital
United Kingdom
$210M -$65.1M -24% 78
BP
5193
BCK Partners
New York
$210M +$16.1M +8% 30
FFC
5194
First Financial Corp
Indiana
$210M +$13.2M +7% 471
MWP
5195
Meredith Wealth Planning
Illinois
$210M +$18.7M +10% 49
KPWG
5196
KFA Private Wealth Group
Virginia
$210M +$16.3M +8% 83
NL
5197
NKCFO LLC
Illinois
$209M +$26.1M +14% 114
SCP
5198
Stevens Capital Partners
Nebraska
$209M +$15.6M +8% 62
MFG
5199
Mendota Financial Group
Wisconsin
$209M +$22.8M +12% 1,220
AIM
5200
Astor Investment Management
Illinois
$209M -$8.22M -4% 35