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
SWA
5801
Safir Wealth Advisors
New Hampshire
$129M +$8.99M +8% 15
EFEM
5802
Eos Focused Equity Management
New York
$128M -$2.93M -2% 30
WFA
5803
WMG Financial Advisors
Tennessee
$128M 175
MLIM
5804
Mountain Lake Investment Management
Florida
$128M -$21.8M -15% 30
BWIA
5805
Bryant Woods Investment Advisors
New York
$128M 33
SMF
5806
Sterling Manor Financial
New York
$128M +$8.18M +7% 103
MCM
5807
M28 Capital Management
Connecticut
$128M 12
CIM
5808
Caldwell Investment Management
Ontario, Canada
$128M 33
IPW
5809
Intergy Private Wealth
Colorado
$128M 48
BWA
5810
Blodgett Wealth Advisors
California
$128M 83
ACM
5811
Antonetti Capital Management
Florida
$128M +$5.07M +4% 438
ICMP
5812
Integrated Capital Management (Pennsylvania)
Pennsylvania
$128M +$5.42M +4% 70
HFS
5813
Heritage Financial Services
Massachusetts
$128M 81
MA
5814
MKT Advisors
California
$128M 142
WCM
5815
Wavelength Capital Management
Connecticut
$128M 14
BC
5816
Belmont Capital
California
$128M +$4.49M +4% 82
SRAM
5817
Spouting Rock Asset Management
Pennsylvania
$128M -$73M -36% 108
HWMG
5818
Hurlow Wealth Management Group
Indiana
$127M -$40.7M -24% 96
CCG
5819
Capital CS Group
California
$127M +$19.9M +19% 96
AWM
5820
Abound Wealth Management
Tennessee
$127M 107
CJFS
5821
Coulter & Justus Financial Services
Tennessee
$127M 50
PCM
5822
Piedmont Capital Management
Montana
$127M +$1.92M +2% 49
PIG
5823
Pantheon Investment Group
California
$127M +$10.9M +9% 79
WB
5824
West Bancorporation
Iowa
$127M 315
RWIA
5825
Roger Wittlin Investment Advisory
California
$127M 26