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
PHIMC
5476
Private Harbour Investment Management & Counsel
Ohio
$114M -$266K -0.2% 59
ACM
5477
Alethea Capital Management
Washington
$114M -$45.4M -29% 108
SLWS
5478
Swaine & Leidel Wealth Services
Florida
$113M 59
EL
5479
EMFO LLC
Florida
$113M -$1.05M -0.9% 369
WCM
5480
Washington Capital Management
Washington
$113M +$30.4M +37% 127
FRGX
5481
First Reserve GP XIII
Connecticut
$113M -$11.4M -9% 1
AWAP
5482
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$113M +$1.71M +2% 120
DWM
5483
Defined Wealth Management
Oregon
$113M +$292K +0.3% 94
RAM
5484
RK Asset Management
Michigan
$113M -$2.96M -3% 16
PIC
5485
Platt Investment Counsel
Florida
$113M -$3.66M -3% 16
PM
5486
Ponoi Management
California
$113M -$67.3M -37% 5
SAM
5487
Serengeti Asset Management
New York
$113M +$26.2M +30% 76
GWAM
5488
Guardian Wealth Advisors (Minnesota)
Minnesota
$112M -$3.09M -3% 67
UAM
5489
Unison Asset Management
Florida
$112M -$2.32M -2% 26
PAWC
5490
P.A.W. Capital
Connecticut
$112M -$4.73M -4% 69
WAM
5491
WealthTrust Asset Management
Florida
$112M -$2.83M -2% 80
ONST
5492
Old North State Trust
North Carolina
$112M -$20.2M -15% 358
CAM
5493
Campion Asset Management
Virginia
$112M -$8.31M -7% 97
WPW
5494
Warther Private Wealth
Ohio
$112M +$9.06M +9% 123
RVM
5495
Robinson Value Management
Texas
$112M -$10.7M -9% 113
UFF
5496
USA Financial Formulas
Michigan
$112M -$7.46M -6% 507
RCM
5497
Robinson Capital Management
Michigan
$112M -$72.2M -39% 252
TIA
5498
Trust Investment Advisors
Indiana
$112M -$1.17M -1% 86
VWA
5499
VERITY Wealth Advisors
United States
$112M +$1.6M +1% 61
TMC
5500
Trellus Management Company
Florida
$112M -$11.8M -10% 79