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
PWIA
5526
Porter White Investment Advisors
Alabama
$197M -$2.43M -1% 33
OWCM
5527
One Wealth Capital Management
Arizona
$197M 109
KWA
5528
Kondo Wealth Advisors
California
$197M 60
MM
5529
Monolith Management
Hong Kong
$197M +$25.8M +15% 29
NF
5530
Nvest Financial
New Hampshire
$197M +$21.7M +12% 113
PI
5531
Pettee Investors
Connecticut
$197M -$8.48M -4% 120
MC
5532
Matisse Capital
Oregon
$197M -$8.93M -4% 186
MADR
5533
Milestones Administradora de Recursos
Brazil
$197M -$54.3M -22% 30
ACA
5534
AYAL Capital Advisors
Ontario, Canada
$197M +$22.8M +13% 49
LI
5535
Latigo Investments
Florida
$197M -$8.16M -4% 19
NERM
5536
New England Research & Management
Illinois
$197M -$16.5M -8% 183
LFG
5537
Leverty Financial Group
Wisconsin
$197M +$13.5M +7% 39
LC
5538
Littlejohn & Co
Connecticut
$196M -$96.6K -0% 24
CC
5539
Checkpoint Capital
California
$196M -$5.09M -3% 18
ICM
5540
Intrepid Capital Management
Florida
$196M +$16.2M +9% 113
WA
5541
Waterford Advisors
New York
$196M +$404K +0.2% 54
SWM
5542
SK Wealth Management
Rhode Island
$196M +$934K +0.5% 71
NAG
5543
Northstar Advisory Group
New Jersey
$196M +$3.89M +2% 112
DWM
5544
Dopkins Wealth Management
New York
$196M +$72.5M +59% 90
HAFG
5545
Hansen & Associates Financial Group
California
$196M +$6.88M +4% 25
MWA
5546
Miller Wealth Advisors
Colorado
$196M +$12.6M +7% 94
AMIM
5547
Aull & Monroe Investment Management
Alabama
$196M -$19.4M -9% 130
GAAM
5548
Guinness Atkinson Asset Management
California
$196M -$9.47M -5% 101
CWM
5549
Cahill Wealth Management
Michigan
$196M +$2.3M +1% 51
MA
5550
Menlo Advisors
California
$196M +$1.75M +0.9% 31