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
SMP
5926
Santa Monica Partners
Florida
$149M +$4.27M +3% 16
FCMI
5927
Foresite Capital Management IV
California
$149M -$49.1M -25% 5
MGWA
5928
Monument Group Wealth Advisors
Massachusetts
$149M +$13.7M +10% 50
CBT
5929
CoreFirst Bank & Trust
Kansas
$149M -$11.3M -7% 357
FOFP
5930
Fee-Only Financial Planning
South Carolina
$149M +$377K +0.3% 41
WAM
5931
Walker Asset Management
Missouri
$149M -$2.8M -2% 143
KCM
5932
Knoll Capital Management
Florida
$148M -$12.3M -8% 35
CIA
5933
Cascade Investment Advisors
Oregon
$148M -$5.3M -3% 118
AL
5934
ADE LLC
Maryland
$148M -$1.09M -0.7% 82
NWM
5935
Napa Wealth Management
California
$148M -$41.7M -22% 134
JFG
5936
JDM Financial Group
Texas
$148M +$10.9M +8% 226
ADMI
5937
Albert D. Mason Inc
Massachusetts
$148M -$13.8M -9% 160
AWM
5938
Aberdeen Wealth Management
Illinois
$148M -$23.9M -14% 178
VCWA
5939
Vanguard Capital Wealth Advisors
Colorado
$148M +$5.72M +4% 165
HCCM
5940
Hudson Canyon Capital Management
New York
$148M -$7.69M -5% 54
PWMG
5941
Pinnacle Wealth Management Group
Michigan
$148M +$13.2M +10% 115
FCMA
5942
Foresight Capital Management Advisors
Michigan
$148M +$16.5M +13% 87
KFG
5943
Kingdom Financial Group
Arizona
$148M +$5.54M +4% 67
EP
5944
EPIQ Partners
Minnesota
$148M -$2.55M -2% 78
MAG
5945
Mayfair Advisory Group
Alabama
$148M +$9.89M +7% 152
WLC
5946
Walnut Level Capital
Colorado
$147M +$28.4M +24% 39
PCMM
5947
Piedmont Capital Management (Montana)
Montana
$147M $0 0% 46
BDAM
5948
Blue Door Asset Management
Connecticut
$147M -$484K -0.3% 16
BFP
5949
Beacon Financial Planning
Massachusetts
$147M +$4.03M +3% 40
STT
5950
Singapore Technologies Telemedia
Singapore
$147M +$41.8M +40% 1