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
CWM
5801
CarsonAllaria Wealth Management
Illinois
$173M -$2.09M -1% 378
LODC
5802
Lanham O'Dell & Company
West Virginia
$173M -$10.1M -6% 33
SERBOO
5803
School Employees Retirement Board of Ohio
Ohio
$173M -$19.9M -10% 5
CIA
5804
Cohen Investment Advisors
New Hampshire
$172M +$6.49M +4% 79
DCM
5805
Delta Capital Management
New Jersey
$172M -$2.77M -2% 107
AVI
5806
Asset Value Investors
United Kingdom
$172M -$51M -23% 5
WFC
5807
Western Financial Corp
California
$172M -$9.87M -5% 141
MFG
5808
Midwest Financial Group
Kansas
$172M -$2.03M -1% 113
LA
5809
Latitude Advisors
Florida
$172M -$5.42M -3% 200
PWM
5810
Parkshore Wealth Management
California
$172M +$5.75M +3% 68
CWP
5811
Core Wealth Partners
California
$172M -$2.55M -1% 178
SC
5812
Solstein Capital
California
$172M -$7.08M -4% 331
EAM
5813
Exane Asset Management
France
$172M -$3.87M -2% 35
BWA
5814
Boulder Wealth Advisors
Colorado
$172M -$22.2M -11% 28
TVWM
5815
Tower View Wealth Management
Wisconsin
$172M -$17.5M -9% 216
TFG
5816
Tull Financial Group
Virginia
$172M +$5.91M +4% 28
CCM
5817
Campbell Capital Management
Florida
$172M -$84M -33% 93
VFA
5818
Values First Advisors
Tennessee
$171M -$10.2M -6% 237
YWS
5819
Yarger Wealth Strategies
Ohio
$171M -$1.93M -1% 100
AFT
5820
Alpha Family Trust
California
$171M -$6.75M -4% 187
CAM
5821
Cobblestone Asset Management
Virginia
$171M +$18M +12% 67
NIMC
5822
Nierenberg Investment Management Company
Washington
$171M +$300K +0.2% 61
JCFM
5823
JBR Co Financial Management
Oklahoma
$171M +$6.89M +4% 117
PCM
5824
Pointe Capital Management
Michigan
$171M -$3.18M -2% 162
RWIA
5825
Roger Wittlin Investment Advisory
California
$171M -$7.67M -4% 43