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
FPW
5301
Flagship Private Wealth
Massachusetts
$125M -$6.28M -5% 337
EW
5302
Element Wealth
Mississippi
$125M -$3.11M -2% 185
KAM
5303
Kopion Asset Management
Texas
$125M -$19.2M -13% 20
AA
5304
Addison Advisors
Vermont
$125M +$987K +0.8% 465
KCMRT
5305
Kemper Corp Master Retirement Trust
Illinois
$125M -$71.1M -36% 2
TNAM
5306
Terra Nova Asset Management
New York
$125M +$8.14M +7% 95
SC
5307
Saltoro Capital
Texas
$125M +$29.4M +31% 133
GWM
5308
Gitterman Wealth Management
New Jersey
$124M +$977K +0.8% 90
PIA
5309
Pinion Investment Advisors
Kansas
$124M -$124K -0.1% 160
ASFA
5310
All Season Financial Advisors
Colorado
$124M -$15.3M -11% 160
KLC
5311
Knowledge Leaders Capital
Colorado
$124M -$25.6M -17% 137
LWP
5312
Laurel Wealth Planning
Minnesota
$124M +$9.14M +8% 229
WW
5313
Westshore Wealth
California
$124M -$70.6M -36% 143
AAM
5314
American Asset Management
Florida
$124M -$3.98M -3% 9
AF
5315
Aldebaran Financial
$124M +$2.06M +2% 91
WAM
5316
Werlinich Asset Management
Connecticut
$124M -$61.4K -0% 58
DP
5317
Divergent Planning
Maryland
$124M +$303K +0.2% 17
P
5318
Palladiem
Pennsylvania
$124M -$243K -0.2% 70
AA
5319
Alta Advisers
United Kingdom
$124M -$15.9M -11% 6
MFS
5320
Monetta Financial Services
Illinois
$124M -$6.13M -5% 40
IAP
5321
Indie Asset Partners
Indiana
$123M +$112K +0.1% 137
RWM
5322
Refined Wealth Management
Utah
$123M +$4.36M +4% 21
SCM
5323
SCW Capital Management
Texas
$123M -$20.8M -14% 9
CC
5324
Caxton Corporation
New Jersey
$123M -$22.6M -15% 66
CWA
5325
Choice Wealth Advisors
Maine
$123M -$15.9M -11% 30