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
DB
5701
Dravo Bay
Delaware
$149M +$11.6M +8% 48
VCS
5702
Vaughan & Co Securities
New Jersey
$149M +$14.5M +11% 56
TFP
5703
Traction Financial Partners
Wyoming
$149M 62
HWM
5704
Hassell Wealth Management
Louisiana
$149M +$11.6M +8% 21
AA
5705
AlphaCentric Advisors
Puerto Rico
$149M -$27.2M -15% 297
CWM
5706
CCG Wealth Management
California
$149M -$3.79M -2% 65
WAOI
5707
Wealth Advisors of Iowa
Iowa
$149M +$6.79M +5% 65
WA
5708
Watchtower Advisors
Connecticut
$149M +$47.6M +47% 15
OCM
5709
Orleans Capital Management
Louisiana
$149M +$14.3M +11% 83
PM
5710
Penbrook Management
New York
$149M +$12.4M +9% 107
EFIC
5711
Eliot Finkel Investment Counsel
California
$149M +$15.2K +0% 32
VCG
5712
Vantage Consulting Group
Virginia
$149M -$355K -0.2% 219
BHH
5713
Baker Hughes Holdings
Texas
$149M -$24M -14% 2
RCM
5714
Regency Capital Management
Hawaii
$149M +$31M +26% 60
CWM
5715
Cahill Wealth Management
Michigan
$149M +$18.5M +14% 47
RM
5716
RP Management
New York
$149M +$45.1M +44% 3
CSA
5717
Cottage Street Advisors
Massachusetts
$149M +$11.7M +9% 91
PPWM
5718
PFG Private Wealth Management
Florida
$149M +$14.1M +10% 314
HBW
5719
Hazlett, Burt & Watson
West Virginia
$149M +$14.4M +11% 746
CSIA
5720
Carl Stuart Investment Advisor
Texas
$148M +$24.3M +20% 31
NIWA
5721
New Insight Wealth Advisors
California
$148M 78
PPW
5722
PACK Private Wealth
Minnesota
$148M +$14.4M +11% 38
FZCM
5723
Flynn Zito Capital Management
New York
$148M +$5.8M +4% 98
PWM
5724
Penobscot Wealth Management
Maine
$148M +$16.2M +12% 74
AFT
5725
Alpha Family Trust
California
$148M +$16.7M +13% 159