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
BWMG
6951
Bannerman Wealth Management Group
Texas
$121M 33
T
6952
Tableaux
Massachusetts
$121M 70
ACM
6953
Ariose Capital Management
Hong Kong
$121M +$3.97M +3% 16
CCM
6954
Crew Capital Management
Ohio
$121M -$4.35M -3% 156
MWM
6955
Momentous Wealth Management
Washington
$121M 39
AC
6956
Avant Capital
Louisiana
$121M 65
MA
6957
Marquette Associates
Illinois
$121M -$18.3M -13% 44
XI
6958
XXEC Inc
Oklahoma
$121M -$11.8M -9% 22
BAWM
6959
Bennett Associates Wealth Management
Pennsylvania
$121M -$1.59M -1% 51
KCAM
6960
Kagan Cocozza Asset Management
New Jersey
$120M 63
BWM
6961
BCO Wealth Management
New Mexico
$120M 34
PWM
6962
Parkworth Wealth Management
California
$120M 1,271
FCMV
6963
Foresite Capital Management V
California
$120M -$23.7M -16% 6
PWM
6964
Partnership Wealth Management
Maryland
$120M -$21.5M -15% 189
CCM
6965
Collar Capital Management
Wisconsin
$120M 75
SR
6966
Summer Road
Florida
$120M -$6.86M -5% 29
TIAM2
6967
Tru Independence Asset Management 2
Oregon
$120M +$1.37M +1% 87
OIM
6968
Oder Investment Management
California
$120M +$3.66M +3% 96
AIA
6969
Affinity Investment Advisors
California
$120M -$25.7M -18% 151
RIA
6970
Richwood Investment Advisors
Ohio
$120M -$983K -0.8% 104
SFG
6971
Synergy Financial Group
California
$120M +$14.6M +14% 104
SFSG
6972
Sound Financial Strategies Group
Mississippi
$120M -$4.63M -4% 102
AIC
6973
Allodium Investment Consultants
Minnesota
$120M 47
NL
6974
NDWM LLC
California
$120M -$1.68M -1% 34
SKK
6975
Shepherd Kaplan Krochuk
Massachusetts
$120M -$12.9M -10% 59