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
MWM
6301
Massachusetts Wealth Management
Massachusetts
$146M -$16.1M -10% 93
IC
6302
Immersion Capital
United Kingdom
$146M +$26.3M +22% 10
FIA
6303
FPC Investment Advisory
California
$146M +$8.89M +7% 283
WI
6304
Wafra Inc
New York
$146M -$40.3M -22% 2
AA
6305
Aufman Associates
Pennsylvania
$145M -$2.68M -2% 61
AWM
6306
Allen Wealth Management
North Carolina
$145M +$5.68M +4% 61
AIM
6307
AHL Investment Management
Florida
$145M +$2.27M +2% 70
SFP
6308
Strategic Financial Planning
Texas
$145M -$1.72M -1% 37
AWM
6309
Aberdeen Wealth Management
Illinois
$145M -$983K -0.7% 171
TCP
6310
TSG Consumer Partners
California
$145M -$38.8M -21% 1
ACG
6311
Ampersand Capital Group
California
$145M -$4.39M -3% 7
SR
6312
Syntax Research
Florida
$145M +$5.38M +4% 189
LHWM
6313
Lake Hills Wealth Management
Texas
$145M -$1.59M -1% 75
WHCI
6314
W.H. Cornerstone Investments
Massachusetts
$145M -$5.07M -3% 125
KFO
6315
Kopp Family Office
Minnesota
$145M -$13.2M -8% 29
CWA
6316
Cascade Wealth Advisors
Washington
$145M -$3.16M -2% 50
AIM
6317
Archer Investment Management
Texas
$145M -$17.9M -11% 65
WAG
6318
Wallace Advisory Group
California
$144M -$195K -0.1% 201
LKBC
6319
L.K. Benson & Company
Maryland
$144M +$2.52M +2% 100
KWA
6320
Kellett Wealth Advisors
Ohio
$144M -$1.13M -0.8% 78
CFSG
6321
Clark Financial Services Group
Missouri
$144M +$13.6M +10% 103
MIM
6322
Meixler Investment Management
Arizona
$144M +$9.44M +7% 111
MGWA
6323
Monument Group Wealth Advisors
Massachusetts
$144M +$3.01M +2% 54
SSG
6324
Summit Securities Group
New York
$144M -$124M -46% 1,004
MAM
6325
MWA Asset Management
Massachusetts
$144M -$6.18M -4% 129