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
LSIA
5426
LaSalle St. Investment Advisors
Illinois
$178M -$1.31B -88% 141
PIAS
5427
PCA Investment Advisory Services
Ohio
$178M +$26.5M +17% 137
MWM
5428
Maltin Wealth Management
New Jersey
$178M +$20.7M +13% 127
AWM
5429
AAF Wealth Management
Massachusetts
$178M +$10.7M +6% 50
CWA
5430
Consilium Wealth Advisory
Texas
$178M +$11.5M +7% 88
GA
5431
Greytown Advisors
Florida
$178M -$5.03M -3% 88
VAMG
5432
Voisard Asset Management Group
Michigan
$178M +$11.5M +7% 393
WM
5433
Whitford Management
New York
$178M -$76.9M -30% 24
CIA
5434
Citadel Investment Advisory
Ohio
$178M +$14.2M +9% 83
GCM
5435
Goldstream Capital Management
Hong Kong
$177M +$29.7M +20% 30
CPSC
5436
Carl P. Sherr & Co
Massachusetts
$177M +$12.1M +7% 124
NECFA
5437
New England Capital Financial Advisors
Connecticut
$177M +$10.8M +7% 422
DJC
5438
Daily Journal Corp
California
$177M -$7.91M -4% 4
SIF
5439
State Insurance Fund
New York
$177M +$16M +10% 1
CC
5440
Constitution Capital
Connecticut
$177M +$11.3M +7% 68
CRI
5441
Colonial River Investments
Virginia
$177M +$8.81M +5% 221
PIM
5442
Profit Investment Management
Maryland
$177M +$2.36M +1% 82
FAG
5443
Fortitude Advisory Group
Washington
$177M +$12.3M +7% 240
TWA
5444
Trellis Wealth Advisors
California
$177M -$7.17M -4% 36
BCM
5445
Brightlight Capital Management
Connecticut
$177M +$38.3M +28% 14
OPL
5446
Orland Properties Ltd
British Virgin Islands
$177M -$27.9M -14% 14
CWA
5447
Continuum Wealth Advisors
New York
$177M +$22.7M +15% 64
TRIA
5448
Trail Ridge Investment Advisors
Colorado
$177M +$13.8M +8% 117
CWA
5449
Clarus Wealth Advisors
Arizona
$177M +$7.55M +4% 140
FWP
5450
Family Wealth Partners
North Carolina
$176M +$46.9M +36% 42