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
IWP
5551
Innova Wealth Partners
Pennsylvania
$138M -$2.99M -2% 76
EL
5552
EQ LLC
Washington
$138M -$5.65M -4% 50
RCM
5553
Regency Capital Management
Hawaii
$138M -$19.6M -12% 154
MAG
5554
Millrace Asset Group
Pennsylvania
$138M -$33.7M -20% 94
CIA
5555
Capital Impact Advisors
Massachusetts
$138M -$7.43M -5% 199
JSMC
5556
Jess S. Morgan & Co
California
$137M -$25.4M -16% 48
LM
5557
Lansing Management
New York
$137M -$28.5M -17% 8
BOM
5558
Bank of Marin
California
$137M -$12.9M -9% 131
NOI
5559
Newton One Investments
Delaware
$137M -$4.36M -3% 132
WPWM
5560
Western Pacific Wealth Management
Illinois
$137M -$18.3M -12% 245
KSWA
5561
Kathleen S. Wright Associates
Pennsylvania
$137M +$1.18M +0.9% 160
DAM
5562
Doheny Asset Management
California
$137M -$5.59M -4% 93
AWA
5563
AmeriServ Wealth Advisors
Pennsylvania
$137M -$8.75M -6% 68
NED
5564
Nancy E. Dempze
$137M -$11.3M -8% 82
MIM
5565
Merrion Investment Management
New Jersey
$137M +$511K +0.4% 103
GCM
5566
Gator Capital Management
Florida
$137M -$1.36M -1% 81
II
5567
Ibex Investors
Colorado
$137M -$49.7M -27% 55
APCM
5568
Arbiter Partners Capital Management
New York
$137M -$6.44M -5% 39
BAM
5569
Bayshore Asset Management
Florida
$136M -$1.21M -0.9% 25
CFSG
5570
Clark Financial Services Group
Missouri
$136M -$12.3M -8% 73
CWM
5571
Cherrydale Wealth Management
New Jersey
$136M +$2.91M +2% 44
WFA
5572
WMG Financial Advisors
Tennessee
$136M +$7.74M +6% 194
SC
5573
Schiavi & Co
Delaware
$136M +$2.92M +2% 17
HPWM
5574
High Pines Wealth Management
Massachusetts
$136M -$7.52M -5% 37
VLC
5575
Van Leeuwen & Company
New Jersey
$136M -$42.4M -24% 80