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
WAM
5901
Werlinich Asset Management
Connecticut
$108M +$10.2M +10% 56
BSWA
5902
Bromfield Sneider Wealth Advisors
Massachusetts
$108M +$23.3M +28% 95
I
5903
IMPACTfolio
Colorado
$108M +$5.38M +5% 52
FA
5904
Financial Advantage
Maryland
$108M +$6.51M +6% 128
GCP
5905
Garda Capital Partners
Minnesota
$108M 162
AIM
5906
AHL Investment Management
Florida
$108M +$10.5M +11% 66
ALWM
5907
Andrews Lucia Wealth Management
California
$108M +$12.6M +13% 25
FF
5908
Francis Financial
$108M +$9.67M +10% 43
MIM
5909
Merrion Investment Management
New Jersey
$107M +$6.03M +6% 97
PCMU
5910
Paragon Capital Management (Utah)
Utah
$107M +$5.24M +5% 93
CFAM
5911
Center For Asset Management
Florida
$107M +$6.76M +7% 118
SLWA
5912
San Luis Wealth Advisors
California
$107M +$11.7M +12% 88
IWP
5913
Insight Wealth Partners
Texas
$107M +$5.52M +5% 65
MCA
5914
Maryland Capital Advisors
Maryland
$107M +$11.8M +12% 263
ACM
5915
Azarias Capital Management
Pennsylvania
$107M +$15.6M +17% 19
FPW
5916
Flagship Private Wealth
Massachusetts
$107M +$10.1M +10% 75
TCMV
5917
Technology Crossover Management VII
California
$107M +$21.6M +25% 1
GPC
5918
Greenstone Partners & Co
California
$107M +$7.42M +7% 10
EC
5919
Euclidean Capital
New York
$107M -$833K -0.8% 11
FWM
5920
Finer Wealth Management
Massachusetts
$107M +$5.25M +5% 80
AIP
5921
Alapocas Investment Partners
Massachusetts
$106M +$6.83M +7% 18
BOM
5922
Bank of Marin
California
$106M +$4.85M +5% 119
HIA
5923
Harvest Investment Advisors
Florida
$106M 52
DWM
5924
Defined Wealth Management
Oregon
$106M +$14.6M +16% 106
CWG
5925
Crown Wealth Group
North Carolina
$106M +$8.9M +9% 76