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
KSB
7401
Kennebec Savings Bank
Maine
$99.3M -$1.8M -2% 280
BIS
7402
BG Investment Services
Guam
$99.3M 29
CWIG
7403
Chung Wu Investment Group
Texas
$99.3M 77
DFC
7404
DBK Financial Counsel
Ohio
$99.3M +$296K +0.3% 51
STA
7405
Shade Tree Advisors
New York
$99.2M 16
MFC
7406
Miramar Fiduciary Corp
Nevada
$99.1M -$19M -16% 5
NFP
7407
NorthLanding Financial Partners
New York
$99.1M -$2.01M -2% 36
CWM
7408
ClientFirst Wealth Management
Arkansas
$98.9M 47
BAWC
7409
Boyce & Associates Wealth Consulting
Texas
$98.8M +$2.61M +3% 76
NA
7410
Nestegg Advisors
New York
$98.8M 45
MWC
7411
MKD Wealth Coaches
Michigan
$98.8M 29
TAI
7412
Terra Alpha Investments
District of Columbia
$98.8M 32
PGWM
7413
Pitti Group Wealth Management
New York
$98.7M +$6.74M +7% 78
PAG
7414
Poinciana Advisors Group
Florida
$98.7M 103
CCA
7415
Corps Capital Advisors
Texas
$98.6M 78
SEA
7416
Stegent Equity Advisors
Texas
$98.5M +$7.99M +9% 99
CCC
7417
Chesapeake Capital Corp
Florida
$98.5M -$11.5M -10% 203
NBWM
7418
North Berkeley Wealth Management
California
$98.5M 68
CPA
7419
Compass Planning Associates
Massachusetts
$98.5M 135
DFG
7420
Dynamic Financial Group
Iowa
$98.5M 61
MIM
7421
Macroview Investment Management
Maryland
$98.5M -$3.71M -4% 586
SGM
7422
Sellaronda Global Management
New York
$98.4M 13
ABLA
7423
Alan B. Lancz & Associates
Ohio
$98.4M -$10.6M -10% 141
MFIMFI
7424
Mesirow Financial Investment Management - Fixed Income
Illinois
$98.4M -$1.88M -2% 14
AAM
7425
American Asset Management
Florida
$98.4M +$5.78M +6% 24