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
AWM
5426
Avaii Wealth Management
Wisconsin
$180M +$9.96M +6% 152
MTWM
5427
Masso Torrence Wealth Management
New Jersey
$180M +$11.7M +7% 100
MA
5428
Menlo Advisors
California
$180M +$5.54M +3% 35
HWMA
5429
Heritage Wealth Management (Arizona)
Arizona
$180M -$16.2M -8% 188
HFO
5430
Heritage Family Offices
Arizona
$180M 168
SOAG
5431
Silver Oak Advisory Group
Oregon
$180M +$1.9M +1% 67
TCM
5432
Tieton Capital Management
Washington
$180M -$10.7M -6% 40
DB
5433
Dravo Bay
Delaware
$180M +$12M +7% 49
EI
5434
Ecofi Investissements
France
$180M 41
EC
5435
Edenbrook Capital
New York
$180M -$14.3M -7% 17
BCM
5436
Bond Capital Management
California
$180M -$7.46M -4% 5
CWM
5437
Chronos Wealth Management
Florida
$180M +$8.85M +5% 41
GCC
5438
Game Creek Capital
Massachusetts
$180M -$5.01M -3% 68
DSN
5439
D. Scott Neal
Kentucky
$180M +$26.7M +17% 65
BBW
5440
Blue Barn Wealth
Utah
$180M +$258K +0.1% 149
SRWM
5441
Shira Ridge Wealth Management
California
$179M +$4.74M +3% 77
CCM
5442
Colorado Capital Management
Colorado
$179M +$6.44M +4% 99
CPSC
5443
Carl P. Sherr & Co
Massachusetts
$179M +$1.93M +1% 121
CA
5444
CV Advisors
Florida
$179M +$13M +8% 21
WAOI
5445
Wealth Advisors of Iowa
Iowa
$179M +$14.8M +9% 70
WWP
5446
Walden Wealth Partners
Ohio
$179M +$6.86M +4% 93
RC
5447
Renaissance Capital
Connecticut
$179M -$13.6M -7% 60
CI
5448
Cordant Inc
Oregon
$179M +$6.49M +4% 71
MSFP
5449
Mark Sheptoff Financial Planning
Connecticut
$179M -$1.45M -0.8% 443
NECFA
5450
New England Capital Financial Advisors
Connecticut
$179M +$1.57M +0.9% 415