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
HFS
5301
Heritage Financial Services
Massachusetts
$153M +$25.3M +20% 84
WDC
5302
Woodward Diversified Capital
California
$153M -$17M -10% 211
SP
5303
SWS Partners
Ohio
$153M -$23M -13% 116
HM
5304
HCEP Management
Hong Kong
$153M -$11.8M -7% 6
OFG
5305
OTA Financial Group
New York
$153M +$12.5M +9% 147
PL
5306
Polianta Ltd
Jersey
$153M -$79.3M -34% 107
WAM
5307
WFA Asset Management
Wisconsin
$153M -$612K -0.4% 219
CMBA
5308
C.M. Bidwell & Associates
Hawaii
$153M -$10.1M -6% 636
WCM
5309
Washburn Capital Management
Florida
$153M -$15.6M -9% 69
EWG
5310
Executive Wealth Group
Washington
$153M -$9.22M -6% 49
RI
5311
Ridgewood Investments
New Jersey
$152M -$5.17M -3% 219
GDWAM
5312
Gold Dragon Worldwide Asset Management
Hong Kong
$152M -$144M -49% 9
IDBONY
5313
Israel Discount Bank of New York
New York
$152M -$9.47M -6% 89
FCAG
5314
First Capital Advisors Group
New Jersey
$152M -$30.2M -17% 78
AI
5315
Arena Investors
New York
$152M +$56.2M +59% 120
CWA
5316
Clearview Wealth Advisors
Oregon
$152M -$11.8M -7% 727
WCP
5317
Wick Capital Partners
Pennsylvania
$152M +$23M +18% 70
IWA
5318
IVC Wealth Advisors
Pennsylvania
$152M -$2.99M -2% 158
BCFD
5319
Boit C.F. David
$152M -$5.39M -3% 119
CASB
5320
Cape Ann Savings Bank
Massachusetts
$152M -$14.3M -9% 93
AWM
5321
Ameliora Wealth Management
Switzerland
$152M +$42.8M +39% 40
SCM
5322
Springhouse Capital Management
Connecticut
$152M +$11.1M +8% 50
HGCK
5323
HPC Germany & Co KG
Germany
$152M 12
CCIA
5324
Cherry Creek Investment Advisors
Colorado
$152M -$9.24M -6% 117
MI
5325
Moneywise Inc
Virginia
$152M -$3.82M -2% 54