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
DWM
5451
Defined Wealth Management
Oregon
$101M 216
GWA
5452
GGM Wealth Advisors
Maryland
$101M 70
GWM
5453
Greenhouse Wealth Management
Connecticut
$101M 133
AWP
5454
Accretive Wealth Partners
New Jersey
$101M 94
PCC
5455
Park Circle Company
Maryland
$101M +$22.7M +29% 96
VBCG
5456
Valley Brook Capital Group
Pennsylvania
$101M 410
SSCA
5457
South Shore Capital Advisors
Massachusetts
$101M 120
PHIMC
5458
Private Harbour Investment Management & Counsel
Ohio
$101M +$6.53M +7% 56
TWA
5459
TPB Wealth Advisors
Texas
$101M 27
RFP
5460
Roth Financial Partners
Texas
$101M 20
GWAM
5461
Guardian Wealth Advisors (Minnesota)
Minnesota
$101M 64
SC
5462
Schiavi & Co
Delaware
$101M 7
LMAM
5463
Legg Mason Asset Management
Japan
$101M 120
UAM
5464
Unison Asset Management
Florida
$101M 29
APC
5465
Asset Planning Corporation
Tennessee
$101M 68
CAM
5466
Connacht Asset Management
New York
$101M 77
SIS
5467
Susquehanna International Securities
Ireland
$100M -$40.5M -29% 41
SAM
5468
Soditic Asset Management
United Kingdom
$100M 20
CFAM
5469
Center For Asset Management
Florida
$100M 81
IIM
5470
InTrack Investment Management
Vermont
$100M 88
MF
5471
Montis Financial
Massachusetts
$100M 67
AC
5472
AWH Capital
Texas
$100M +$29.1M +41% 51
FHC
5473
Fort Henry Capital
West Virginia
$100M 11
SWMP
5474
Signature Wealth Management Partners
New Jersey
$100M 93
BCM
5475
Beaumont Capital Management
Massachusetts
$100M 32