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
6C
5426
6elm Capital
New York
$102M 12
OIM
5427
Oder Investment Management
California
$102M 554
CWMU
5428
Caliber Wealth Management (Utah)
Utah
$102M 71
ASA
5429
Armstrong Shaw Associates
Connecticut
$102M +$17.4M +21% 39
BWM
5430
Birchcreek Wealth Management
Ohio
$102M 309
MRI
5431
Mad River Investors
Massachusetts
$102M +$23.2M +30% 23
AWA
5432
AmeriServ Wealth Advisors
Pennsylvania
$102M 66
JC
5433
Jentner Corp
Ohio
$102M +$9.82M +11% 27
NOI
5434
Newton One Investments
Delaware
$102M 66
MAG
5435
MRA Advisory Group
New Jersey
$102M 103
AC
5436
Aristides Capital
Kentucky
$102M +$25.9M +34% 184
PA
5437
Proem Advisors
Texas
$102M 22
RF
5438
Robbins Farley
New Hampshire
$102M 133
SWA
5439
Sightline Wealth Advisors
Connecticut
$102M 52
NVPX
5440
Norwest Venture Partners XIV
California
$101M 1
DWM
5441
Defined Wealth Management
Oregon
$101M 216
GWA
5442
GGM Wealth Advisors
Maryland
$101M 70
GWM
5443
Greenhouse Wealth Management
Connecticut
$101M 133
AWP
5444
Accretive Wealth Partners
New Jersey
$101M 94
PCC
5445
Park Circle Company
Maryland
$101M +$22.7M +29% 96
VBCG
5446
Valley Brook Capital Group
Pennsylvania
$101M 410
SSCA
5447
South Shore Capital Advisors
Massachusetts
$101M 120
PHIMC
5448
Private Harbour Investment Management & Counsel
Ohio
$101M +$6.53M +7% 56
TWA
5449
TPB Wealth Advisors
Texas
$101M 27
RFP
5450
Roth Financial Partners
Texas
$101M 20