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
FA
5501
Financial Advantage
Maryland
$117M +$1.21M +1% 134
PSB
5502
Piscataqua Savings Bank
New Hampshire
$117M +$4.92M +4% 337
CNFG
5503
Creegan & Nassoura Financial Group
New Hampshire
$117M +$4.84M +4% 76
MFG
5504
Monumental Financial Group
Maryland
$117M +$12.2M +12% 114
MAG
5505
MRA Advisory Group
New Jersey
$117M +$10.4M +10% 130
TNAM
5506
Terra Nova Asset Management
New York
$116M +$3.3M +3% 92
WIM
5507
Wilen Investment Management
Florida
$116M +$3.5M +3% 59
PIC
5508
Platt Investment Counsel
Florida
$116M +$4.53M +4% 17
UOMF
5509
University of Massachusetts Foundation
Massachusetts
$116M +$41M +54% 5
PFA
5510
Peak Financial Advisors
Colorado
$116M -$2.35M -2% 86
KCM
5511
KLK Capital Management
California
$116M 57
ACA
5512
Apis Capital Advisors
New York
$116M +$6.13M +6% 53
PWS
5513
Precision Wealth Strategies
Missouri
$116M +$12.3M +12% 122
MWM
5514
MTC Wealth Management
Florida
$116M -$120M -51% 14
CFAM
5515
Center For Asset Management
Florida
$116M +$11.6M +11% 108
BWA
5516
Beam Wealth Advisors
Louisiana
$116M +$3.72M +3% 149
CCI
5517
Credit Capital Investments
New Jersey
$116M +$26.9M +30% 34
HCM
5518
Highline Capital Management
New York
$116M -$20.8M -15% 22
CSM
5519
CAMG Solamere Management
North Carolina
$116M +$103K +0.1% 89
LR
5520
Library Research
Hong Kong
$116M -$6.75M -6% 7
FP
5521
Fiduciary Planning
Florida
$116M +$49.6M +75% 298
CCM
5522
Cephei Capital Management
Hong Kong
$116M +$8.9M +8% 4
RAM
5523
RK Asset Management
Michigan
$116M +$3.66M +3% 16
GWAM
5524
Guardian Wealth Advisors (Minnesota)
Minnesota
$116M +$7.62M +7% 68
WAM
5525
WealthTrust Asset Management
Florida
$115M 75