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
TRIA
5201
Trail Ridge Investment Advisors
Colorado
$167M 135
REMS
5202
Real Estate Management Services
$167M +$3.95M +2% 38
AC
5203
Avory & Company
Florida
$166M +$4.58M +3% 20
ACM
5204
Altai Capital Management
California
$166M +$30.1M +22% 16
MWM
5205
Maltin Wealth Management
New Jersey
$166M +$3.55M +2% 124
ACM
5206
Alcosta Capital Management
California
$166M +$2.42M +1% 34
CASB
5207
Cape Ann Savings Bank
Massachusetts
$166M +$11.7M +8% 93
MA
5208
Minerva Advisors
Pennsylvania
$166M -$5.68M -3% 76
ZAM
5209
Zeal Asset Management
Hong Kong
$166M -$167M -50% 6
CVGI
5210
Craft Ventures GP I
California
$166M 1
LC
5211
Legacy CG
Texas
$166M 55
AIC
5212
Argus Investors Counsel
New York
$166M +$13.3M +9% 99
CSWM
5213
Cassady Schiller Wealth Management
Ohio
$166M 669
SAM
5214
S.A. Mason
Michigan
$166M +$14.3M +9% 328
GSWM
5215
Greenup Street Wealth Management
Michigan
$166M 80
MWA
5216
Motive Wealth Advisors
Michigan
$166M +$18M +12% 81
AWS
5217
Arkfeld Wealth Strategies
Nebraska
$166M -$199K -0.1% 78
BAM
5218
Boyar Asset Management
New York
$166M +$14.2M +9% 86
PM
5219
Penbrook Management
New York
$166M +$5.05M +3% 106
CCM
5220
Ciovacco Capital Management
Georgia
$166M +$20.3M +14% 31
SC
5221
Solstein Capital
California
$166M -$7.75M -4% 492
P
5222
&Partners
Tennessee
$166M +$8.57M +5% 193
LM
5223
Lansing Management
New York
$166M -$4.65M -3% 8
EFG
5224
Everhart Financial Group
Ohio
$166M +$19.7M +13% 113
KCM
5225
Kennicott Capital Management
California
$166M +$27.9M +20% 53