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
MI
5401
Merk Investments
California
$146M +$14.2M +11% 15
SWM
5402
Soundmark Wealth Management
Washington
$146M -$131M -47% 73
VIG
5403
Vienna Insurance Group
Poland
$146M -$41.2M -22% 35
DM
5404
Diker Management
New York
$146M -$48.2M -25% 45
WW
5405
Westshore Wealth
California
$146M +$22.1M +18% 96
KCA
5406
Karn Couzens & Associates
Connecticut
$146M +$14.5M +11% 88
QC
5407
Quaero Capital
Switzerland
$146M +$31K +0% 79
ABP
5408
Arthur B. Page
$146M +$11.2M +8% 61
CFO
5409
Capitol Family Office
Oregon
$146M 24
AWA
5410
AmeriServ Wealth Advisors
Pennsylvania
$146M +$15.9M +12% 66
CC
5411
Carrhae Capital
United Kingdom
$146M +$27.9M +24% 17
WCA
5412
Waypoint Capital Advisors
Minnesota
$146M 97
WMP
5413
Wealth Management Partners
Arizona
$146M +$10.8M +8% 120
DTC
5414
Davidson Trust Company
Washington
$146M +$14.6M +11% 130
SNBOSCI
5415
Security National Bank of Sioux City Iowa
Iowa
$146M +$15.7M +12% 93
SV
5416
Stilwell Value
New York
$146M -$2.55M -2% 40
PS
5417
Planned Solutions
California
$146M 77
MAM
5418
McCarthy Asset Management
California
$145M +$12.4M +9% 371
NCM
5419
Next Capital Management
New York
$145M +$7.7M +6% 118
RHDIC
5420
R.H. Dinel Investment Counsel
California
$145M +$12M +9% 55
TWM
5421
Trinity Wealth Management
Pennsylvania
$145M +$13.2M +10% 38
CIG
5422
Cairn Investment Group
Washington
$145M +$10.1M +8% 72
GCM
5423
Garland Capital Management
Washington
$145M +$5.22M +4% 32
LTL
5424
Lowery Thomas LLC
California
$145M 49
CIA
5425
Capital Impact Advisors
Massachusetts
$145M -$107M -43% 163