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
TS
5526
TradeWell Securities
Indiana
$209M +$27.6M +15% 47
NWM
5527
Napa Wealth Management
California
$209M +$31.4M +18% 196
AIM
5528
Alpine Investment Management
Hong Kong
$209M +$101M +94% 12
BFS
5529
Burrus Financial Services
Utah
$209M +$12.3M +6% 10
MSS
5530
Mitchell Sinkler & Starr
Pennsylvania
$209M -$148M -42% 158
AWM
5531
Altus Wealth Management
Kentucky
$209M -$4.64M -2% 42
MW
5532
Melia Wealth
Oklahoma
$209M +$14.9M +8% 21
GWS
5533
Greykasell Wealth Strategies
California
$209M +$21.3M +11% 362
ORG
5534
Optimist Retirement Group
Washington
$209M +$8.82M +4% 124
APC
5535
Aristotle Pacific Capital
California
$209M -$95.3M -31% 6
ICMM
5536
Integrated Capital Management (Michigan)
Michigan
$208M +$26.8M +15% 63
ACM
5537
Ardent Capital Management
Ohio
$208M -$22.6M -10% 45
RC
5538
Roubaix Capital
Colorado
$208M +$16.4M +9% 73
EB
5539
Emprise Bank
Kansas
$208M +$21.5M +11% 109
MWA
5540
Moser Wealth Advisors
Washington
$208M +$17.5M +9% 206
DWA
5541
Delap Wealth Advisory
Oregon
$208M +$28.9M +16% 89
ACM
5542
Ayrshire Capital Management
Connecticut
$208M +$1.64M +0.8% 51
CWA
5543
Continuum Wealth Advisors
New York
$208M +$13.2M +7% 68
HCP
5544
Hamilton Capital Partners
Georgia
$208M +$50.4M +32% 27
SPA
5545
Shore Point Advisors
New Jersey
$208M +$19.3M +10% 71
MWM
5546
MTC Wealth Management
Florida
$208M +$4.51M +2% 13
MS
5547
Marshall & Sullivan
Washington
$208M +$11M +6% 119
BSA
5548
Bull Street Advisors
Georgia
$208M -$760K -0.4% 90
DA
5549
DCF Advisers
Connecticut
$208M +$21.7M +12% 80
TRIA
5550
Trail Ridge Investment Advisors
Colorado
$208M +$13.8M +7% 108