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
HWMC
6801
Heritage Wealth Management (California)
California
$101M +$7.94M +9% 87
RCM
6802
RMR Capital Management
California
$100M +$13.4M +15% 68
WH
6803
Willner & Heller
California
$100M +$10.9M +12% 143
FNWA
6804
Financial Network Wealth Advisors
Utah
$100M +$6.51M +7% 131
SF
6805
Schaeffer Financial
Maryland
$100M +$6.01M +6% 18
LPP
6806
Life Planning Partners
Florida
$100M -$1.22M -1% 265
SAM
6807
Seelaus Asset Management
New Jersey
$100M -$2.49M -2% 204
NMM
6808
Naples Money Management
Florida
$100M -$6.52M -6% 469
KCM
6809
Key Colony Management
Arkansas
$100M -$7.5M -7% 8
MSF
6810
Mustard Seed Financial
Arkansas
$100M +$11.7M +13% 78
WHC
6811
Wulff, Hansen & Co
California
$100M +$10.1M +11% 90
NCTC
6812
New Covenant Trust Company
Indiana
$100M 419
LA
6813
LPF Advisors
Florida
$99.8M +$5.76M +6% 31
MCI
6814
MRP Capital Investments
Georgia
$99.8M +$6.78M +7% 116
CCG
6815
Capital CS Group
California
$99.7M +$9.34M +10% 124
ACM
6816
Ativo Capital Management
Illinois
$99.7M +$6.1M +7% 62
MCM
6817
Moon Capital Management
New York
$99.6M +$1.02M +1% 16
AWA
6818
Authentikos Wealth Advisory
California
$99.5M +$5.2M +6% 72
WDOM
6819
Wasserstein Debt Opportunities Management
New York
$99.5M -$20.2M -17% 1
MAG
6820
Millrace Asset Group
Pennsylvania
$99.5M -$1.51M -1% 91
1IA
6821
1620 Investment Advisors
Massachusetts
$99.5M +$7.97M +9% 156
RCP
6822
Reverence Capital Partners
New York
$99.4M -$11.3M -10% 3
ETCM
6823
Evolutionary Tree Capital Management
Virginia
$99.4M +$8.79M +10% 38
KIA
6824
Kraematon Investment Advisors
Massachusetts
$99.3M +$8.37M +9% 93
CAP
6825
Columbia Advisory Partners
Washington
$98.7M +$1.38M +1% 67