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
CPSC
5301
Carl P. Sherr & Co
Massachusetts
$125M -$20.1M -14% 120
PFWA
5302
Paces Ferry Wealth Advisors
Georgia
$125M -$5.58M -4% 127
BG
5303
BRX Global
New York
$125M -$16.6M -12% 9
MFG
5304
Monumental Financial Group
Maryland
$125M +$8.28M +7% 101
FPW
5305
Flagship Private Wealth
Massachusetts
$125M -$6.28M -5% 337
EW
5306
Element Wealth
Mississippi
$125M -$3.11M -2% 185
KAM
5307
Kopion Asset Management
Texas
$125M -$19.2M -13% 20
AA
5308
Addison Advisors
Vermont
$125M +$987K +0.8% 465
KCMRT
5309
Kemper Corp Master Retirement Trust
Illinois
$125M -$71.1M -36% 2
TNAM
5310
Terra Nova Asset Management
New York
$125M +$8.14M +7% 95
SC
5311
Saltoro Capital
Texas
$125M +$29.4M +31% 133
GWM
5312
Gitterman Wealth Management
New Jersey
$124M +$977K +0.8% 90
PIA
5313
Pinion Investment Advisors
Kansas
$124M -$124K -0.1% 160
ASFA
5314
All Season Financial Advisors
Colorado
$124M -$15.3M -11% 160
KLC
5315
Knowledge Leaders Capital
Colorado
$124M -$25.6M -17% 137
LWP
5316
Laurel Wealth Planning
Minnesota
$124M +$9.14M +8% 229
WW
5317
Westshore Wealth
California
$124M -$70.6M -36% 143
AAM
5318
American Asset Management
Florida
$124M -$3.98M -3% 9
AF
5319
Aldebaran Financial
$124M +$2.06M +2% 91
WAM
5320
Werlinich Asset Management
Connecticut
$124M -$61.4K -0% 58
DP
5321
Divergent Planning
Maryland
$124M +$303K +0.2% 17
P
5322
Palladiem
Pennsylvania
$124M -$243K -0.2% 70
AA
5323
Alta Advisers
United Kingdom
$124M -$15.9M -11% 6
MFS
5324
Monetta Financial Services
Illinois
$124M -$6.13M -5% 40
IAP
5325
Indie Asset Partners
Indiana
$123M +$112K +0.1% 137