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
WCM
5426
Wisconsin Capital Management
Wisconsin
$132M +$3.91M +3% 51
CPSC
5427
Carl P. Sherr & Co
Massachusetts
$132M +$6.34M +5% 121
RWP
5428
Ridgecrest Wealth Partners
California
$132M +$9.06M +7% 104
AWG
5429
Altus Wealth Group
Colorado
$132M +$31.1M +31% 159
ANHIM
5430
Alan N. Hoffman Investment Management
Massachusetts
$131M -$15.8M -11% 10
PFMU
5431
Privium Fund Management (UK)
United Kingdom
$131M +$53.3M +68% 91
AL
5432
ADE LLC
Maryland
$131M +$42.2M +47% 82
FA
5433
Fortis Advisors
Pennsylvania
$131M -$8.79M -6% 301
WF
5434
Warner Financial
Maryland
$131M +$6.89M +6% 92
PO
5435
Paradigm Operations
California
$131M -$108M -45% 1
LI
5436
Latigo Investments
Florida
$131M +$12.3M +10% 16
PD
5437
Planning Directions
Pennsylvania
$131M +$7.22M +6% 76
EWG
5438
Executive Wealth Group
Washington
$131M +$14.5M +12% 44
BC
5439
Barnett & Company
Tennessee
$131M +$17.7M +16% 86
CAM
5440
CPA Asset Management
Florida
$131M 64
CWMU
5441
Caliber Wealth Management (Utah)
Utah
$131M +$4.17M +3% 99
MWA
5442
Motive Wealth Advisors
Michigan
$131M +$7.39M +6% 65
SNBOSCI
5443
Security National Bank of Sioux City Iowa
Iowa
$131M +$18.5M +17% 101
NC
5444
Nucleo Capital
Brazil
$131M 2
ITFISA
5445
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$131M +$7.73M +6% 89
FP
5446
Factorial Partners
New York
$131M +$15.5M +13% 95
WOSD
5447
WFA of San Diego
California
$131M +$19.7M +18% 475
OCM
5448
Orleans Capital Management
Louisiana
$131M +$11.1M +9% 79
BA
5449
Ballew Advisors
Mississippi
$131M +$19.1M +17% 107
SAM
5450
Stewart Asset Management
New York
$130M -$7.33M -5% 29