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
IWM
5676
Iams Wealth Management
Nebraska
$164M +$8.96M +6% 130
PCM
5677
Pointe Capital Management
Michigan
$163M +$19.6M +14% 164
ILCM
5678
Ivy Lane Capital Management
Florida
$163M +$6.3M +4% 15
SP
5679
Saranac Partners
$163M +$12.1M +8% 89
MA
5680
Minerva Advisors
Pennsylvania
$163M +$3.31M +2% 60
ICM
5681
Ionic Capital Management
New York
$163M -$46.6M -22% 200
WFC
5682
Western Financial Corp
California
$163M +$13.7M +9% 130
LIM
5683
Lagoda Investment Management
New York
$163M +$16.1M +11% 41
AIC
5684
Argus Investors Counsel
New York
$163M +$7.15M +5% 114
UFAC
5685
Urban Financial Advisory Corp
Illinois
$163M +$31.5M +24% 25
MMC
5686
Mizuho Markets Cayman
Cayman Islands
$163M +$48.6M +43% 38
TBC
5687
Ted Buchan & Co
California
$163M +$25.5M +19% 93
AWMNH
5688
Arcadia Wealth Management (New Hampshire)
New Hampshire
$163M +$18.6M +13% 57
FF
5689
Friedenthal Financial
New Jersey
$163M +$9.22M +6% 302
WAM
5690
Worth Asset Management
Texas
$163M +$22.6M +16% 151
RFP
5691
RCS Financial Planning
Maryland
$162M +$9.65M +6% 76
MAM
5692
McCarthy Asset Management
California
$162M +$6.21M +4% 40
EL
5693
EQ LLC
Washington
$162M +$27.2M +20% 55
CCM
5694
Cox Capital Management
Massachusetts
$162M +$9.03M +6% 87
PSIWM
5695
Paradigm Strategies in Wealth Management
Minnesota
$162M +$10.1M +7% 50
BFG
5696
Baron Financial Group
New Jersey
$162M +$5.24M +3% 52
MWM
5697
MBE Wealth Management
Wisconsin
$162M -$33.4M -17% 100
CCM
5698
Crestwood Capital Management
New York
$162M -$6.96M -4% 18
PFG
5699
Prosperity Financial Group
California
$162M +$17.8M +12% 156
BSWA
5700
Bromfield Sneider Wealth Advisors
Massachusetts
$162M +$14.1M +10% 104