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
MPW
5651
MGO Private Wealth
California
$133M +$5.26M +4% 81
AFS
5652
AFG Fiduciary Services
Massachusetts
$133M +$24.5M +23% 91
EFH
5653
Eaton Financial Holdings
Florida
$133M +$4.84M +4% 56
TOTUOP
5654
Trustees of The University of Pennsylvania
Pennsylvania
$133M +$30.3M +30% 8
SNBOSCI
5655
Security National Bank of Sioux City Iowa
Iowa
$133M 93
WDC
5656
Woodward Diversified Capital
California
$133M +$5.29M +4% 160
LAIC
5657
Lederer & Associates Investment Counsel
California
$133M +$2.89M +2% 88
SW
5658
SMART Wealth
Nebraska
$132M +$19.1M +17% 85
GIM
5659
Greenwich Investment Management
Connecticut
$132M +$2.34M +2% 49
WFA
5660
Wells Financial Advisors
Massachusetts
$132M +$6.91M +6% 71
PCM
5661
Pointe Capital Management
Michigan
$132M -$6.65M -5% 411
GBI
5662
GP Brinson Investments
Illinois
$132M +$6.61M +5% 15
NAM
5663
NewGen Asset Management
Ontario, Canada
$132M -$74.2M -36% 35
AWM
5664
Aspire Wealth Management
Massachusetts
$132M +$9.06M +7% 196
CIM
5665
Caldwell Investment Management
Ontario, Canada
$132M +$31.4M +31% 31
KHC
5666
Koesten Hirschmann & Crabtree
Kansas
$132M +$1.99M +2% 257
EWM
5667
Essex Woodlands Management
Texas
$132M -$40.7M -24% 7
AFO
5668
Arrowroot Family Office
California
$132M +$15M +13% 137
ACM
5669
Altai Capital Management
California
$132M +$17.4M +15% 5
BC
5670
Bowman & Company
Wisconsin
$132M -$4.28M -3% 93
WPWM
5671
Western Pacific Wealth Management
Illinois
$132M +$1.21M +0.9% 316
NRD
5672
Nebula Research & Development
New York
$132M +$75.3M +133% 478
NIP
5673
Norwood Investment Partners
California
$132M -$13.2M -9% 11
BAM
5674
Beaumont Asset Management
Texas
$132M -$4.47M -3% 78
MHB
5675
Midwest Heritage Bank
Iowa
$132M +$7.58M +6% 55