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
AAM
5276
Ascension Asset Management
New York
$191M +$5.57M +3% 89
PIAS
5277
PCA Investment Advisory Services
Ohio
$191M +$13M +7% 147
MWP
5278
Meredith Wealth Planning
Illinois
$191M +$11.6M +6% 45
TWP
5279
Triad Wealth Partners
Kansas
$191M +$60.5M +46% 1,003
FOA
5280
Five Oceans Advisors
California
$191M -$3.76M -2% 212
NCM
5281
NCM Capital Management
New Jersey
$191M +$12.2M +7% 169
ICM
5282
Ionic Capital Management
New York
$191M +$27.3M +17% 174
BPM
5283
Blue Pool Management
Hong Kong
$191M -$3.81M -2% 2
CC
5284
Corton Capital
Ontario, Canada
$191M -$81.2M -30% 789
USB
5285
Union Savings Bank
Connecticut
$190M -$786K -0.4% 307
ATWA
5286
Arbor Trust Wealth Advisors
Michigan
$190M +$8.41M +5% 104
PWG
5287
Private Wealth Group
Florida
$190M -$2.54M -1% 60
NEPPG
5288
New England Professional Planning Group
Rhode Island
$190M -$1.34M -0.7% 56
TCM
5289
Tekne Capital Management
New York
$190M -$159M -46% 11
SCM
5290
Sage Capital Management
New Jersey
$190M +$6.05M +3% 158
SWP
5291
ShoreHaven Wealth Partners
New Jersey
$190M +$8.61M +5% 82
ORG
5292
Optimist Retirement Group
Washington
$190M -$4.45M -2% 123
BFS
5293
Bare Financial Services
Pennsylvania
$190M +$86.1M +83% 171
MLA
5294
MB, Levis & Associates
Pennsylvania
$190M +$3.97M +2% 292
GAM
5295
Garrison Asset Management
Arkansas
$190M -$377K -0.2% 112
CWA
5296
Continuum Wealth Advisors
New York
$190M +$13.2M +7% 69
OCM
5297
Orion Capital Management
California
$190M +$2.33M +1% 500
GCM
5298
Gallacher Capital Management
Colorado
$190M -$7.07M -4% 328
AWA
5299
Aletheian Wealth Advisors
Washington
$190M +$5.44M +3% 87
LWM
5300
Lodestone Wealth Management
Washington
$190M -$946K -0.5% 151