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
AWM
5526
Altus Wealth Management
Kentucky
$209M -$4.64M -2% 42
MW
5527
Melia Wealth
Oklahoma
$209M +$14.9M +8% 21
GWS
5528
Greykasell Wealth Strategies
California
$209M +$21.3M +11% 362
ORG
5529
Optimist Retirement Group
Washington
$209M +$8.82M +4% 124
APC
5530
Aristotle Pacific Capital
California
$209M -$95.3M -31% 6
ICMM
5531
Integrated Capital Management (Michigan)
Michigan
$208M +$26.8M +15% 63
ACM
5532
Ardent Capital Management
Ohio
$208M -$22.6M -10% 45
RC
5533
Roubaix Capital
Colorado
$208M +$16.4M +9% 73
EB
5534
Emprise Bank
Kansas
$208M +$21.5M +11% 109
MWA
5535
Moser Wealth Advisors
Washington
$208M +$17.5M +9% 206
DWA
5536
Delap Wealth Advisory
Oregon
$208M +$28.9M +16% 89
ACM
5537
Ayrshire Capital Management
Connecticut
$208M +$1.64M +0.8% 51
CWA
5538
Continuum Wealth Advisors
New York
$208M +$13.2M +7% 68
HCP
5539
Hamilton Capital Partners
Georgia
$208M +$50.4M +32% 27
SPA
5540
Shore Point Advisors
New Jersey
$208M +$19.3M +10% 71
MWM
5541
MTC Wealth Management
Florida
$208M +$4.51M +2% 13
MS
5542
Marshall & Sullivan
Washington
$208M +$11M +6% 119
BSA
5543
Bull Street Advisors
Georgia
$208M -$760K -0.4% 90
DA
5544
DCF Advisers
Connecticut
$208M +$21.7M +12% 80
TRIA
5545
Trail Ridge Investment Advisors
Colorado
$208M +$13.8M +7% 108
BCFD
5546
Boit C.F. David
$208M +$8.63M +4% 129
SCM
5547
Sage Capital Management
New Jersey
$208M +$23.5M +13% 161
CCMT
5548
CMT Capital Markets Trading
Germany
$208M -$34.1M -14% 140
BSHC
5549
Breed's Hill Capital
Massachusetts
$208M +$22.3M +12% 144
SSA
5550
SSA Swiss Advisors
$208M +$12.2M +6% 135