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
BAM
5351
Banta Asset Management
California
$130M -$10M -7% 22
AWM
5352
AAF Wealth Management
Massachusetts
$130M +$11.8M +10% 22
AW
5353
Alaethes Wealth
Nevada
$130M +$21.6M +20% 270
RFO
5354
RiverGlades Family Offices
Florida
$129M +$6.33M +5% 81
CCMW
5355
Cypress Capital Management (Wyoming)
Wyoming
$129M +$15.9M +14% 323
CWP
5356
Corepath Wealth Partners
Arizona
$129M +$15.5M +14% 38
CBCM
5357
Cook & Bynum Capital Management
Alabama
$129M +$6.59M +5% 5
AIM
5358
Axiom Investment Management
New York
$129M +$6.08M +5% 214
CG
5359
Cynosure Group
Utah
$129M +$1.37M +1% 21
FIG
5360
Freed Investment Group
Massachusetts
$129M +$14.3M +12% 15
KCA
5361
Karn Couzens & Associates
Connecticut
$129M +$17.5M +16% 76
WOSD
5362
WFA of San Diego
California
$129M +$8.4M +7% 99
MRCP
5363
Manor Road Capital Partners
New York
$129M +$5.96M +5% 9
SHWM
5364
Silicon Hills Wealth Management
Texas
$129M +$18.3M +17% 95
NPI
5365
New Perspectives Inc
Mississippi
$129M 23
ACMH
5366
Andar Capital Management (HK)
Hong Kong
$129M +$48.4M +60% 17
CWM
5367
CCG Wealth Management
California
$129M +$27.2M +27% 92
C
5368
Clearshares
New York
$129M +$5.18M +4% 37
CIA
5369
Cohen Investment Advisors
New Hampshire
$129M +$5.51M +4% 77
TCMP
5370
Thrive Capital Management (Pennsylvania)
Pennsylvania
$129M +$21.6M +20% 115
AWA
5371
AmeriServ Wealth Advisors
Pennsylvania
$128M +$11.8M +10% 73
DTC
5372
Davidson Trust Company
Washington
$128M +$9.26M +8% 126
EW
5373
Element Wealth
Mississippi
$128M +$8.22M +7% 180
PWM
5374
Peterson Wealth Management
Nevada
$128M +$10.3M +9% 65
TWM
5375
Trinity Wealth Management
Pennsylvania
$128M +$12.6M +11% 31