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
NVPX
5476
Norwest Venture Partners XIV
California
$101M 1
DWM
5477
Defined Wealth Management
Oregon
$101M 216
GWA
5478
GGM Wealth Advisors
Maryland
$101M 70
GWM
5479
Greenhouse Wealth Management
Connecticut
$101M 133
AWP
5480
Accretive Wealth Partners
New Jersey
$101M 94
PCC
5481
Park Circle Company
Maryland
$101M +$22.7M +29% 96
VBCG
5482
Valley Brook Capital Group
Pennsylvania
$101M 410
SSCA
5483
South Shore Capital Advisors
Massachusetts
$101M 120
PHIMC
5484
Private Harbour Investment Management & Counsel
Ohio
$101M +$6.53M +7% 56
TWA
5485
TPB Wealth Advisors
Texas
$101M 27
RFP
5486
Roth Financial Partners
Texas
$101M 20
GWAM
5487
Guardian Wealth Advisors (Minnesota)
Minnesota
$101M 64
SC
5488
Schiavi & Co
Delaware
$101M 7
LMAM
5489
Legg Mason Asset Management
Japan
$101M 120
UAM
5490
Unison Asset Management
Florida
$101M 29
APC
5491
Asset Planning Corporation
Tennessee
$101M 68
CAM
5492
Connacht Asset Management
New York
$101M 77
SIS
5493
Susquehanna International Securities
Ireland
$100M -$40.5M -29% 41
SAM
5494
Soditic Asset Management
United Kingdom
$100M 20
CFAM
5495
Center For Asset Management
Florida
$100M 81
IIM
5496
InTrack Investment Management
Vermont
$100M 88
MF
5497
Montis Financial
Massachusetts
$100M 67
AC
5498
AWH Capital
Texas
$100M +$29.1M +41% 51
FHC
5499
Fort Henry Capital
West Virginia
$100M 11
SWMP
5500
Signature Wealth Management Partners
New Jersey
$100M 93