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
SA
5201
Stonebridge Advisors
Connecticut
$125M -$22.2M -15% 4
IP
5202
Ignite Planners
California
$125M +$3.41M +3% 178
MAS
5203
Madden Advisory Services
Florida
$125M -$6.91M -5% 80
BSI
5204
Bennett Selby Investments
Maine
$125M -$4.66M -4% 57
PCM
5205
Pointe Capital Management
Michigan
$125M -$9.06M -7% 148
SCA
5206
St. Clair Advisors
Ohio
$125M +$1.4M +1% 44
AMC
5207
Asset Management Corp
Illinois
$125M -$8.72M -7% 158
BWM
5208
Boyd Wealth Management
California
$125M +$2.54M +2% 44
MA
5209
Mosaic Advisors
Texas
$125M -$8.66M -6% 17
RG
5210
Retirement Group
California
$125M -$116M -48% 858
AWM
5211
AAF Wealth Management
Massachusetts
$125M -$7.35M -6% 37
CASB
5212
Cape Ann Savings Bank
Massachusetts
$125M -$5.3M -4% 82
TWM
5213
Trinity Wealth Management
Pennsylvania
$125M -$3.4M -3% 39
ADMI
5214
Albert D. Mason Inc
Massachusetts
$125M -$9.73M -7% 153
SAMC
5215
Spectrum Asset Management (Connecticut)
Connecticut
$125M -$8.63M -6% 8
FGG
5216
Financial Guidance Group
Florida
$125M -$2.54M -2% 52
RFP
5217
Roth Financial Partners
Texas
$125M -$571K -0.5% 27
GCM
5218
Gables Capital Management
Florida
$125M -$7.75M -6% 362
G1
5219
Greylock 15
California
$125M +$18M +17% 4
TCFP
5220
Treasure Coast Financial Planning
Florida
$125M -$4.52M -4% 36
WR
5221
WD Rutherford
Oregon
$125M -$4.97M -4% 135
WWM
5222
Wolff Wiese Magana
California
$124M -$12.5M -9% 1,011
EPIM
5223
Equinox Partners Investment Management
Connecticut
$124M -$15.6M -11% 12
GBWM
5224
Granite Bay Wealth Management
New Hampshire
$124M -$4.5M -3% 59
WF
5225
Warner Financial
Maryland
$124M +$15.6M +14% 83