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
SMG
5326
Smart Money Group
Texas
$120M +$1.02M +0.9% 64
LF
5327
LifeSteps Financial
California
$120M +$10.8M +10% 85
MIM
5328
Merrion Investment Management
New Jersey
$120M +$1.49M +1% 259
FPW
5329
Flagship Private Wealth
Massachusetts
$120M +$12.1M +11% 328
EL
5330
EQ LLC
Washington
$120M +$11.6M +11% 52
AWA
5331
Alta Wealth Advisors
Massachusetts
$120M +$668K +0.6% 146
HM
5332
Heronetta Management
New York
$120M -$461K -0.4% 25
BAM
5333
Beaumont Asset Management
Texas
$119M +$8.11M +7% 70
TBNY
5334
Trustco Bank (New York)
New York
$119M +$4.92M +4% 74
CIA
5335
CSat Investment Advisory
Michigan
$119M +$11.5M +11% 531
DTC
5336
Davidson Trust Company
Washington
$119M +$2.67M +2% 124
PWM
5337
Purus Wealth Management
California
$119M +$6.81M +6% 85
SCM
5338
Solas Capital Management
Connecticut
$119M -$12.2M -9% 33
CPIM
5339
Coalescence Partners Investment Management
New York
$119M -$75.3M -39% 10
GPC
5340
Greenstone Partners & Co
California
$119M +$2.11M +2% 10
PFA
5341
Peak Financial Advisors
Colorado
$119M +$2.56M +2% 84
AFR
5342
Applied Fundamental Research
Massachusetts
$119M +$13.7M +13% 11
ACM
5343
Altai Capital Management
California
$119M +$43.8M +59% 9
EM
5344
Endicott Management
New York
$119M +$15.1M +15% 8
AM
5345
Ampfield Management
New York
$118M 21
CFSG
5346
Clark Financial Services Group
Missouri
$118M 61
MA
5347
Mosaic Advisors
Texas
$118M +$8.78M +8% 40
PP
5348
Patron Partners
Texas
$118M +$14.5M +14% 170
CCM
5349
Chiron Capital Management
Florida
$118M -$3.62M -3% 89
RWM
5350
RBA Wealth Management
California
$118M -$48.2M -29% 280