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
CWM
6176
Cadence Wealth Management
Massachusetts
$98.2M -$18.4M -16% 37
GAA
6177
Global Assets Advisory
Florida
$98.1M +$3.23M +3% 161
AC
6178
AWH Capital
Texas
$98M +$17.6M +22% 28
AC
6179
Aldebaran Capital
Indiana
$97.9M +$1.21M +1% 36
SWA
6180
Sightline Wealth Advisors
Connecticut
$97.9M +$5.17M +6% 63
LIM
6181
Lancaster Investment Management
United Kingdom
$97.9M +$26.8M +38% 4
UAML
6182
US Asset Management LLC
Pennsylvania
$97.9M +$5.23M +6% 245
BWM
6183
BlackDiamond Wealth Management
New York
$97.7M +$9.46M +11% 130
UONDDL
6184
University of Notre Dame du Lac
Indiana
$97.6M -$14.9M -13% 1
DWA
6185
Delap Wealth Advisory
Oregon
$97.5M +$1.89M +2% 74
BIA
6186
Benchmark Investment Advisors
Illinois
$97.4M +$2.71M +3% 97
KOMWMG
6187
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$97.2M +$10.3M +12% 132
CNWM
6188
Clay Northam Wealth Management
California
$97.2M +$10.4M +12% 85
CAM
6189
Costello Asset Management
Pennsylvania
$97.2M -$13.8M -12% 223
FWMM
6190
Foundation Wealth Management (Missouri)
Missouri
$97.1M -$1.33M -1% 41
LFGH
6191
Lee Financial Group Hawaii
Hawaii
$97.1M -$4.58M -5% 41
GITFIT
6192
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$97.1M +$26.6M +38% 131
WFS
6193
Walker Financial Services
Kentucky
$97M $0 0% 24
MWM
6194
Massachusetts Wealth Management
Massachusetts
$97M -$6.54M -6% 81
MCM
6195
McDonough Capital Management
Florida
$96.9M +$10.6M +12% 41
LJCM
6196
Lee Johnson Capital Management
Texas
$96.8M +$43.2M +80% 26
AI
6197
Acuitas Investments
Washington
$96.8M +$2.81M +3% 48
MCA
6198
Martin Capital Advisors
Texas
$96.8M +$7.33M +8% 62
AC
6199
Amitell Capital
Singapore
$96.6M -$2.8M -3% 41
LC
6200
LTG Capital
Massachusetts
$96.6M +$3.82M +4% 26