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
MAM
5401
McCarthy Asset Management
California
$147M -$376K -0.3% 37
WFC
5402
Western Financial Corp
California
$147M +$6.29M +4% 119
AWA
5403
Acorn Wealth Advisors
Michigan
$147M +$11.2M +8% 180
GCA
5404
Genesee Capital Advisors
New York
$147M +$5.89M +4% 99
YEPV
5405
Yorktown Energy Partners VIII
New York
$147M +$40.9M +39% 3
FIM
5406
FWL Investment Management
Texas
$147M +$10.9M +8% 82
BIA
5407
Beacon Investment Advisors
Maryland
$146M +$9.35M +7% 132
RMSCM
5408
R.M. Sincerbeaux Capital Management
New York
$146M +$2.74M +2% 43
GFL
5409
Granite FO LLC
New Hampshire
$146M -$15.9M -10% 214
GPC
5410
Greenstone Partners & Co
California
$146M +$14M +11% 11
NIMC
5411
Nierenberg Investment Management Company
Washington
$146M +$13.5M +10% 38
DCM
5412
Decatur Capital Management
Georgia
$146M +$13.4M +10% 63
AWA
5413
Aletheian Wealth Advisors
Washington
$146M +$32.8M +29% 79
HWM
5414
Hassell Wealth Management
Louisiana
$146M +$9.65M +7% 20
ADMI
5415
Albert D. Mason Inc
Massachusetts
$146M +$1.73M +1% 162
EL
5416
EWA LLC
Pennsylvania
$146M +$11.4M +8% 98
SFG
5417
Sowa Financial Group
Rhode Island
$146M +$6.19M +4% 35
EA
5418
Ergawealth Advisors
Illinois
$146M +$23M +19% 53
IOOF
5419
Independent Order of Foresters
Ontario, Canada
$146M +$10.6M +8% 17
VWMG
5420
Virginia Wealth Management Group
Virginia
$146M -$34.8K -0% 75
SPWM
5421
Straight Path Wealth Management
Michigan
$146M +$20M +16% 83
OCP
5422
OCO Capital Partners
New York
$146M +$17.7M +14% 3
GC
5423
GGV Capital
California
$146M -$42.6M -23% 11
RFS
5424
Retirement Financial Solutions
Tennessee
$146M +$19.7M +16% 34
CTFG
5425
Capstone Triton Financial Group
Oklahoma
$145M +$12.5M +9% 108