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
5326
Cape Ann Savings Bank
Massachusetts
$137M +$11.7M +9% 82
PS
5327
Planned Solutions
California
$137M +$19.7M +17% 75
PU
5328
Petiole USA
New York
$136M +$2.1M +2% 44
HKIMG
5329
Hutchens & Kramer Investment Management Group
Indiana
$136M +$13.9M +11% 117
ECML
5330
Eagle Capital Management (Louisiana)
Louisiana
$136M -$23.8M -15% 38
AIM
5331
Athena Investment Management
California
$136M +$17.2M +14% 138
JIC
5332
Juniper Investment Company
New York
$136M +$17.8M +15% 9
PC
5333
Prairiewood Capital
North Dakota
$136M +$14.9M +12% 81
SCM
5334
Segra Capital Management
Florida
$136M +$16.5M +14% 5
BWM
5335
Boyd Wealth Management
California
$136M +$11.2M +9% 45
TAAM
5336
Top Ace Asset Management
Hong Kong
$136M 40
DCM
5337
Dudley Capital Management
Virginia
$136M 114
RWG
5338
Regal Wealth Group
California
$136M +$6.63M +5% 46
GCM
5339
Gator Capital Management
Florida
$136M +$16.4M +14% 70
OCM
5340
Orion Capital Management
California
$136M +$12.1M +10% 403
PWM
5341
Pacific Wealth Management
California
$136M +$23.4M +21% 29
NRW
5342
Nova R Wealth
Kansas
$136M +$13.2M +11% 72
NG
5343
NWK Group
California
$136M +$6.64M +5% 71
NLP
5344
Next Level Private
New York
$136M +$22.3M +20% 103
QCIG
5345
Quad-Cities Investment Group
Iowa
$136M +$6.95M +5% 191
MADR
5346
Milestones Administradora de Recursos
Brazil
$136M -$11.2M -8% 19
IWA
5347
IVC Wealth Advisors
Pennsylvania
$136M +$11.5M +9% 161
PAG
5348
Powers Advisory Group
Illinois
$136M +$10.3M +8% 94
VCP
5349
Varenne Capital Partners
France
$136M -$81.8M -38% 11
OMC
5350
Oak Management Corp
Connecticut
$136M -$23.5M -15% 3