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
DAM
6001
Diamant Asset Management
Connecticut
$144M +$9.06M +7% 73
PD
6002
Planning Directions
Pennsylvania
$144M +$3.75M +3% 80
LAIC
6003
Lederer & Associates Investment Counsel
California
$144M +$8.84M +7% 89
EC
6004
EJF Capital
Virginia
$144M -$47.4M -25% 102
MCWA
6005
Meadow Creek Wealth Advisors
Georgia
$144M +$40.9M +40% 132
MWM
6006
Meritas Wealth Management
California
$144M +$10.3M +8% 53
FCM
6007
Family Capital Management
Michigan
$143M +$2.42M +2% 77
MWVC
6008
Morgens Waterfall Vintiadis & Co
New York
$143M +$14.3M +11% 43
DC
6009
Destiny Capital
Colorado
$143M +$203K +0.1% 50
NCMW
6010
Northern Capital Management (Washington)
Washington
$143M +$31.6M +28% 38
BFP
6011
Beacon Financial Planning
Massachusetts
$143M +$15.5M +12% 36
KA
6012
Kore Advisors
Florida
$143M -$11.4M -7% 24
TSW
6013
Three Seasons Wealth
Utah
$143M +$29.2M +26% 94
NCM
6014
Northland Capital Management
Minnesota
$143M -$6.68M -4% 32
CG
6015
Clarus Group
Texas
$143M +$10.7M +8% 109
SF
6016
SWP Financial
California
$143M +$13.9M +11% 49
MSCM
6017
Marlin Sams Capital Management
New York
$143M +$10.9M +8% 2
G
6018
Greycroft
New York
$143M -$3.04M -2% 8
CFC
6019
Client First Capital
California
$143M +$5.12M +4% 24
EIM
6020
Ervin Investment Management
Washington
$143M +$11.9M +9% 37
HAM
6021
Hedges Asset Management
Nevada
$143M +$14.7M +11% 117
AWM
6022
Avondale Wealth Management
Texas
$143M +$18.5M +15% 131
PWM
6023
Partnership Wealth Management
Maryland
$143M +$9.98M +8% 212
FF
6024
Farrow Financial
Vermont
$143M +$9.73M +7% 53
RWIA
6025
Roger Wittlin Investment Advisory
California
$143M +$7.24M +5% 50