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
LIWM
5876
Long Island Wealth Management
New York
$140M 434
PD
5877
Planning Directions
Pennsylvania
$140M +$9.54M +7% 72
I
5878
InceptionR
California
$140M -$36.1M -20% 560
SCM
5879
Superstring Capital Management
New York
$140M 30
FCM
5880
Fairbanks Capital Management
California
$140M +$21.3M +18% 54
AUIM
5881
Aegon USA Investment Management
Iowa
$140M +$1.39M +1% 40
EMCIP
5882
Ewing Morris & Co Investment Partners
Ontario, Canada
$140M +$16.4M +13% 37
ACA
5883
American Capital Advisory
Idaho
$140M 439
WAM
5884
Worth Asset Management
Texas
$140M +$16.2M +13% 137
CWM
5885
CarsonAllaria Wealth Management
Illinois
$140M +$16.4M +13% 389
BWS
5886
BCR Wealth Strategies
Alabama
$139M +$14M +11% 19
BDCM
5887
Black Diamond Capital Management
Connecticut
$139M +$446K +0.3% 11
WAC
5888
William Allan Corp
Colorado
$139M +$13.1M +10% 49
EP
5889
EPIQ Partners
Minnesota
$139M +$6.96M +5% 74
TFG
5890
Team Financial Group
California
$139M +$18.3M +15% 237
BHBT
5891
Burke & Herbert Bank & Trust
Virginia
$139M +$15.6M +13% 128
GWCM
5892
Godshalk Welsh Capital Management
Pennsylvania
$139M +$6.75M +5% 121
MCM
5893
Mendel Capital Management
Arkansas
$139M +$17.4M +14% 94
OCM
5894
Once Capital Management
New York
$139M +$34M +32% 24
BCCM
5895
Blue Creek Capital Management
Hong Kong
$139M +$10.5M +8% 6
FNBOH
5896
First National Bank of Hutchinson
Kansas
$139M +$7.1M +5% 104
LHA
5897
Little Harbor Advisors
Massachusetts
$139M +$15.2M +12% 9
LI
5898
Latash Investments
Alaska
$139M +$21.8M +19% 21
JWM
5899
JPL Wealth Management
Colorado
$139M 100
GAA
5900
Green Alpha Advisors
Colorado
$139M +$8.55M +7% 163