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
CC
6001
Citrine Capital
California
$160M +$24.1M +18% 37
WAL
6002
W Advisors LLC
Tennessee
$160M -$1.9M -1% 126
AIC
6003
Anthracite Investment Company
Texas
$160M -$39.8M -20% 96
SWM
6004
Salvus Wealth Management
New Jersey
$159M +$2.71M +2% 128
CASB
6005
Cape Ann Savings Bank
Massachusetts
$159M -$10.4M -6% 94
WAC
6006
William Allan Corp
Colorado
$159M -$3.23M -2% 56
BGWM
6007
Bridge Generations Wealth Management
Florida
$159M +$7.86M +5% 151
WWC
6008
Waypoint Wealth Counsel
Georgia
$159M +$6M +4% 122
FIC
6009
FCG Investment Company
Tennessee
$159M -$5.22M -3% 110
BFG
6010
Baron Financial Group
New Jersey
$159M -$2.29M -1% 50
SC
6011
Seldon Capital
California
$159M -$85.4M -35% 69
AWM
6012
Avondale Wealth Management
Texas
$159M +$2.83M +2% 119
SWIM
6013
Smallwood Wealth Investment Management
New Jersey
$159M +$13.8M +9% 505
BFA
6014
Brown Financial Advisory
Alabama
$159M +$18.2M +13% 54
BC
6015
Blantyre Capital
United Kingdom
$159M -$18.5M -10% 1
BWM
6016
Birchcreek Wealth Management
Ohio
$158M -$774K -0.5% 126
EFA
6017
Edge Financial Advisors
Illinois
$158M +$46.5M +42% 121
AIM
6018
Aurora Investment Managers
Florida
$158M -$947K -0.6% 46
CB
6019
Chris Bulman
California
$158M +$1.69M +1% 136
PIM
6020
Pullen Investment Management
Florida
$158M +$4.52M +3% 114
RB
6021
Richmond Brothers
Michigan
$158M +$2.22M +1% 33
CCM
6022
Cambridge Capital Management
Illinois
$158M +$2.07M +1% 37
PCP
6023
Pacific Capital Partners
$158M -$11.9M -7% 63
WC
6024
Wynnefield Capital
New York
$158M -$61.4M -28% 16
TFA
6025
Tranquilli Financial Advisor
New Jersey
$158M +$151K +0.1% 122