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
CI
5651
Carroll Investors
South Carolina
$133M +$10.8M +9% 39
PSC
5652
Prentiss Smith & Co
Vermont
$133M -$1.46M -1% 66
FFA
5653
Fortune Financial Advisors
Kansas
$133M 121
PFWA
5654
Paces Ferry Wealth Advisors
Georgia
$133M +$9.22M +7% 115
MWM
5655
Meritas Wealth Management
California
$133M +$6.03M +5% 43
GIM
5656
Growth Interface Management
Florida
$133M +$32.9M +33% 10
CWA
5657
Capital Wealth Alliance
Arizona
$133M +$9.14M +7% 117
HWM
5658
HighMark Wealth Management
Minnesota
$133M +$4.83M +4% 637
IF
5659
Integrity Financial
Wyoming
$133M +$11.3M +9% 215
DSN
5660
D. Scott Neal
Kentucky
$133M -$46M -26% 71
MPW
5661
MGO Private Wealth
California
$133M +$5.26M +4% 81
AFS
5662
AFG Fiduciary Services
Massachusetts
$133M +$24.5M +23% 91
EFH
5663
Eaton Financial Holdings
Florida
$133M +$4.84M +4% 56
TOTUOP
5664
Trustees of The University of Pennsylvania
Pennsylvania
$133M +$30.3M +30% 8
SNBOSCI
5665
Security National Bank of Sioux City Iowa
Iowa
$133M 93
WDC
5666
Woodward Diversified Capital
California
$133M +$5.29M +4% 160
LAIC
5667
Lederer & Associates Investment Counsel
California
$133M +$2.89M +2% 88
SW
5668
SMART Wealth
Nebraska
$132M +$19.1M +17% 85
GIM
5669
Greenwich Investment Management
Connecticut
$132M +$2.34M +2% 49
WFA
5670
Wells Financial Advisors
Massachusetts
$132M +$6.91M +6% 71
PCM
5671
Pointe Capital Management
Michigan
$132M -$6.65M -5% 411
GBI
5672
GP Brinson Investments
Illinois
$132M +$6.61M +5% 15
NAM
5673
NewGen Asset Management
Ontario, Canada
$132M -$74.2M -36% 35
AWM
5674
Aspire Wealth Management
Massachusetts
$132M +$9.06M +7% 196
CIM
5675
Caldwell Investment Management
Ontario, Canada
$132M +$31.4M +31% 31