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
BWM
5201
Boyd Wealth Management
California
$125M +$2.54M +2% 44
MA
5202
Mosaic Advisors
Texas
$125M -$8.66M -6% 17
RG
5203
Retirement Group
California
$125M -$116M -48% 858
AWM
5204
AAF Wealth Management
Massachusetts
$125M -$7.35M -6% 37
CASB
5205
Cape Ann Savings Bank
Massachusetts
$125M -$5.3M -4% 82
TWM
5206
Trinity Wealth Management
Pennsylvania
$125M -$3.4M -3% 39
ADMI
5207
Albert D. Mason Inc
Massachusetts
$125M -$9.73M -7% 153
SAMC
5208
Spectrum Asset Management (Connecticut)
Connecticut
$125M -$8.63M -6% 8
FGG
5209
Financial Guidance Group
Florida
$125M -$2.54M -2% 52
RFP
5210
Roth Financial Partners
Texas
$125M -$571K -0.5% 27
GCM
5211
Gables Capital Management
Florida
$125M -$7.75M -6% 362
G1
5212
Greylock 15
California
$125M +$18M +17% 4
TCFP
5213
Treasure Coast Financial Planning
Florida
$125M -$4.52M -4% 36
WR
5214
WD Rutherford
Oregon
$125M -$4.97M -4% 135
WWM
5215
Wolff Wiese Magana
California
$124M -$12.5M -9% 1,011
EPIM
5216
Equinox Partners Investment Management
Connecticut
$124M -$15.6M -11% 12
GBWM
5217
Granite Bay Wealth Management
New Hampshire
$124M -$4.5M -3% 59
WF
5218
Warner Financial
Maryland
$124M +$15.6M +14% 83
KCM
5219
Kennicott Capital Management
California
$124M -$6.35M -5% 43
IWA
5220
IVC Wealth Advisors
Pennsylvania
$124M -$5M -4% 147
LI
5221
Latash Investments
Alaska
$124M +$2.51M +2% 22
CI
5222
Carroll Investors
South Carolina
$124M +$14.1M +13% 49
TLCM
5223
Twin Lakes Capital Management
California
$124M -$14.1M -10% 300
MSAGDF
5224
Moneda SA Administradora General de Fondos
Chile
$124M -$10.4M -8% 45
LFWA
5225
LBJ Family Wealth Advisors
Texas
$124M -$9.6M -7% 23