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
CASB
5301
Cape Ann Savings Bank
Massachusetts
$143M +$6M +4% 81
SWP
5302
ShoreHaven Wealth Partners
New Jersey
$143M +$667K +0.5% 86
LFWA
5303
LBJ Family Wealth Advisors
Texas
$143M +$8.57M +6% 23
MAS
5304
Madden Advisory Services
Florida
$142M +$8.79M +7% 80
DCM
5305
Dudley Capital Management
Virginia
$142M +$6.2M +5% 119
C
5306
CEDRUS
Colorado
$142M +$18M +14% 165
DCM
5307
Delta Capital Management
New Jersey
$142M +$4.9M +4% 89
TCM
5308
Thames Capital Management
New Jersey
$142M -$68.5M -33% 31
MM
5309
MWG Management
British Virgin Islands
$142M -$53.8M -27% 3
GSC
5310
Grey Street Capital
Illinois
$142M 130
FF
5311
Friedenthal Financial
New Jersey
$142M -$1.73M -1% 150
CFO
5312
Custos Family Office
Texas
$142M +$16.7M +13% 46
TCM
5313
Tandem Capital Management
New Jersey
$142M +$15.1M +12% 110
WR
5314
WD Rutherford
Oregon
$142M +$14.6M +11% 130
MFC
5315
Morris Financial Concepts
South Carolina
$142M +$18.1M +15% 155
JIM
5316
JCP Investment Management
Texas
$142M +$23.4M +20% 20
NFP
5317
NorthLanding Financial Partners
New York
$142M +$2.72M +2% 68
MRI
5318
Mad River Investors
Massachusetts
$142M -$30.5M -18% 27
GWCM
5319
Godshalk Welsh Capital Management
Pennsylvania
$142M +$4.56M +3% 119
NECFA
5320
New England Capital Financial Advisors
Connecticut
$142M +$531K +0.4% 453
LHCM
5321
Lloyd Harbor Capital Management
New York
$142M 16
HG
5322
Herbst Group
Connecticut
$142M +$17.9M +14% 73
AIM
5323
Ausbil Investment Management
Australia
$142M -$11.9M -8% 59
MA
5324
Mezzasalma Advisors
New Jersey
$141M +$26.8M +23% 90
PIAS
5325
PCA Investment Advisory Services
Ohio
$141M 114