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
AFS
6401
AFG Fiduciary Services
Massachusetts
$155M +$19.1M +14% 89
GWM
6402
Greenhouse Wealth Management
Connecticut
$155M +$21.4M +16% 60
RLWM
6403
RF&L Wealth Management
Massachusetts
$155M +$15.4M +11% 60
LA
6404
Lakeside Advisors
Washington
$155M +$4.17M +3% 63
ICM
6405
Islay Capital Management
Texas
$155M +$6.99M +5% 216
SFS
6406
Sharp Financial Services
Pennsylvania
$155M +$24.4M +19% 102
CGA
6407
Channing Global Advisors
Florida
$155M +$8.02M +5% 49
SFC
6408
Swisher Financial Concepts
Ohio
$155M +$33.9M +28% 97
MC
6409
MSD Capital
New York
$155M -$22.8M -13% 3
PTCG
6410
Pring Turner Capital Group
California
$155M -$6.42M -4% 71
MWM
6411
Momentous Wealth Management
Washington
$155M +$13.5M +10% 50
ANC
6412
Ames National Corp
Iowa
$155M +$5.64M +4% 67
SPAS
6413
Spectrum Planning & Advisory Services
California
$155M +$34.5M +29% 98
CMU
6414
Carnegie Mellon University
Pennsylvania
$155M +$25.6M +20% 6
MF
6415
Meridian Financial
Massachusetts
$155M +$12M +8% 130
KFO
6416
Kopp Family Office
Minnesota
$155M +$9.89M +7% 28
CRFG
6417
Columbia River Financial Group
Washington
$155M +$4.91M +3% 124
OFM
6418
Omega Fund Management
Massachusetts
$154M -$15M -9% 13
SCM
6419
Sarissa Capital Management
Connecticut
$154M -$321K -0.2% 7
EFG
6420
Ehrlich Financial Group
California
$154M +$17.2M +13% 121
HDA
6421
Harold Davidson & Associates
California
$154M -$28.9M -16% 65
SWP
6422
Semus Wealth Partners
Florida
$154M +$10.7M +7% 120
MIM
6423
Merrion Investment Management
New Jersey
$154M +$14.9M +11% 105
PC
6424
Promus Capital
Illinois
$154M +$22.2M +17% 340
ALWM
6425
Andrews Lucia Wealth Management
California
$154M +$5.06M +3% 29