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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
WIM
3201
Wingspan Investment Management
New York
$149M -$27.8M -16% 0.11% 30 76.67%
SRSA
3202
S.R. Schill & Associates
Washington
$149M +$1.58M +1% 2.52% 36.7% 75 25.33%
SSI
3203
Scott & Selber Inc
Texas
$149M -$260K -0.2% 3.79% 187% 72 29.17%
LWA
3204
Lowe Wealth Advisors
Maryland
$149M +$3.11M +2% 2.67% 63.3% 270 18.52%
DWM
3205
Dakota Wealth Management
Florida
$149M +$9.46M +7% 3.09% 93% 53 5.66%
NJBEST
3206
New Jersey Better Educational Savings Trust
New Jersey
$149M +$4.49M +3% 1.51% 42% 235 44.68%
NFG
3207
Noven Financial Group
Colorado
$149M +$7.6M +5% 2.87% 45.1% 47 27.66%
SDWMA
3208
Schneider Downs Wealth Management Advisors
Pennsylvania
$148M +$4.78M +3% 0.47% 43.5% 30 13.33%
HWA
3209
Heritage Wealth Advisors
Virginia
$148M +$20.5M +16% 2.78% 57.1% 94 11.7%
LCM
3210
Liberty Capital Management
Michigan
$148M +$14.8M +11% 3.51% 114 19.3%
BHA
3211
Beech Hill Advisors
New York
$148M +$20.1M +16% 3.27% 79.3% 83 36.14%
RCI
3212
Redwood Capital Investments
Maryland
$148M +$2.06M +1% 2.07% 2 0%
KFP
3213
Keystone Financial Planning
Ohio
$148M +$7.97M +6% 5.87% 34.1% 48 18.75%
MIC
3214
MU Investments Company
Japan
$148M -$10.7M -7% 1.22% 40.4% 203 24.63%
MA
3215
Minerva Advisors
Pennsylvania
$147M +$55K +0% 3.38% 149% 72 8.33%
MIC
3216
Meridian Investment Counsel
California
$147M +$4.33M +3% 3.88% 103% 176 6.25%
BI
3217
Boulegeris Investments
Georgia
$147M +$5.05M +4% 6.37% 39.1% 52 13.46%
TG
3218
TLP Group
Illinois
$147M -$17.7M -11% 3.51% 42.7% 455 73.85%
MC
3219
MRJ Capital
New York
$147M +$308K +0.2% 1.7% 127% 55 14.55%
AWM
3220
Affinity Wealth Management
Delaware
$147M -$16M -10% 2.61% 116% 60 23.33%
VWM
3221
Vector Wealth Management
Minnesota
$147M +$11.7M +9% 4.69% 2.13% 82 7.32%
MC
3222
Miles Capital
Iowa
$147M -$2.09M -1% 2.59% 15.4% 215 43.26%
FPA
3223
Fieldpoint Private Advisors
New York
$147M +$5.69M +4% 0.64% 34% 66 16.67%
AAM
3224
American Asset Management
Florida
$147M +$15.3M +12% 5.29% 42.5% 12 25%
DDC
3225
Daniel Devine & Co
Florida
$147M -$6.83M -4% 1.7% 34.2% 59 15.25%