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
JKSF
5726
John & Kathleen Schreiber Foundation
Illinois
$160M -$15.4M -9% 3
GMFG
5727
Greater Midwest Financial Group
Minnesota
$160M +$12.7M +9% 55
SIM
5728
SummerHaven Investment Management
Connecticut
$160M +$3.91M +3% 196
FAM
5729
Family Asset Management
South Carolina
$160M +$10.2M +7% 196
BM
5730
Bislett Management
California
$160M +$3.34M +2% 16
CASB
5731
Cape Ann Savings Bank
Massachusetts
$160M +$8.25M +5% 89
PWM
5732
Power Wealth Management
Georgia
$159M +$21.8M +16% 106
MPW
5733
MGO Private Wealth
California
$159M +$13.9M +10% 84
GPI
5734
General Partner Inc
Pennsylvania
$159M +$40.2M +34% 174
PPW
5735
PACK Private Wealth
Minnesota
$159M +$10.7M +7% 40
FWS
5736
FinDec Wealth Services
California
$159M +$9.45M +6% 45
KDIA
5737
KPCB DGF II Associates
California
$159M +$49.9M +46% 2
SWM
5738
Shelton Wealth Management
Texas
$159M +$18.2M +13% 119
CWM
5739
CarsonAllaria Wealth Management
Illinois
$159M +$19.5M +14% 418
SI
5740
SCP Investment
California
$159M +$26.8M +20% 57
PPWM
5741
PFG Private Wealth Management
Florida
$159M +$10.3M +7% 243
PHWM
5742
Pine Harbor Wealth Management
Maryland
$159M +$27.5M +21% 101
LA
5743
Lane & Associates
New Jersey
$159M +$21.4M +16% 115
LWM
5744
Luminvest Wealth Management
Arizona
$159M +$6.33M +4% 23
SIMC
5745
Squire Investment Management Company
Utah
$159M +$35.9M +29% 54
EBA
5746
Eagle Bay Advisors
New York
$159M +$469K +0.3% 1,038
AWM
5747
Aviso Wealth Management
Washington
$159M +$20.6M +15% 161
ACC
5748
Acorn Creek Capital
Colorado
$159M -$65.6M -29% 83
PWM
5749
Penobscot Wealth Management
Maine
$158M +$10.1M +7% 83
AWAP
5750
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$158M +$7.2M +5% 139