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
WAM
5501
WealthTrust Asset Management
Florida
$140M -$9.88M -7% 91
PSB
5502
Piscataqua Savings Bank
New Hampshire
$140M +$13.5M +11% 358
LPARFS
5503
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$140M -$34.5M -20% 121
MJB
5504
Mark J. Bradley
$140M -$12.6M -8% 49
WMP
5505
Wealth Management Partners
Arizona
$140M -$5.32M -4% 122
CS
5506
Capital Square
Tennessee
$140M -$4.56M -3% 172
NF
5507
NTB Financial
Colorado
$140M -$3.46M -2% 159
PS
5508
Planned Solutions
California
$140M -$5.56M -4% 81
OFS
5509
OneAscent Financial Services
Alabama
$140M +$87.5M +167% 191
VCWA
5510
Vanguard Capital Wealth Advisors
Colorado
$140M +$720K +0.5% 171
LAM
5511
Lynch Asset Management
Pennsylvania
$140M -$4.09M -3% 53
SIM
5512
Strategic Investment Management
Virginia
$140M -$28.2M -17% 11
ECM
5513
EMC Capital Management
Texas
$140M -$46M -25% 358
SG
5514
Somerset Group
Minnesota
$140M -$8.71M -6% 79
CWA
5515
Consilium Wealth Advisory
Texas
$140M -$14.7M -10% 92
KLC
5516
Knowledge Leaders Capital
Colorado
$139M +$3.1M +2% 135
HPCM
5517
High Pointe Capital Management
Illinois
$139M -$10.7M -7% 95
CCM
5518
Colorado Capital Management
Colorado
$139M -$9.89M -7% 79
GC
5519
Gould Capital
Washington
$139M -$3.71M -3% 223
NMG
5520
New Millennium Group
Utah
$139M +$7.58M +6% 62
RPG
5521
Resource Planning Group
Georgia
$139M -$9.88M -7% 72
LHWM
5522
Lake Hills Wealth Management
Texas
$139M -$2.4M -2% 67
ACM
5523
Alcosta Capital Management
California
$139M -$27.3M -16% 32
BRG
5524
Bay Rivers Group
Virginia
$139M -$24.6M -15% 74
CGIM
5525
Cannon Global Investment Management
Florida
$139M +$75.6M +119% 118