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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
WCAMG
3301
Woodard & Company Asset Management Group
North Carolina
$480M +$15.6M +3% 2.66% 84.8% 152 23.68%
EIM
3302
Essex Investment Management
Massachusetts
$479M -$76.8M -14% 4.96% 372% 334 17.37%
CP
3303
Caligan Partners
New York
$479M +$84.4M +21% 16.6% 2,628% 17 23.53%
IA
3304
IFC Advisors
California
$479M +$20.4M +4% 1.64% 174 23.56%
SWA
3305
SOA Wealth Advisors
New York
$479M -$63.9M -12% 4.4% 79.1% 916 8.73%
MCM
3306
Mengis Capital Management
Oregon
$479M -$10.6M -2% 0.13% 91.8% 195 6.15%
IR
3307
IAT Reinsurance
New York
$479M +$5.27M +1% 2.57% 60.2% 82 17.07%
LC
3308
Lincoln Capital
Nebraska
$479M +$3.26M +0.7% 2.51% 63.8% 122 9.02%
BA
3309
Bellwether Advisors
Nebraska
$479M -$80.5M -14% 4.36% 115% 533 7.13%
TCOTS
3310
Trust Company of the South
North Carolina
$479M -$12.5M -3% 3.35% 129 13.18%
FWM
3311
FFT Wealth Management
Pennsylvania
$478M -$849M -64% 2.5% 65.6% 203 62.07%
RIS
3312
Retirement Income Solutions
Michigan
$478M -$17.7M -4% 4.06% 60.8% 157 12.1%
MAP
3313
Moody Aldrich Partners
Massachusetts
$478M -$62.2M -12% 2.48% 336% 222 36.04%
AWC
3314
Abundance Wealth Counselors
Pennsylvania
$478M +$18.1M +4% 2.86% 94.7% 158 15.19%
TCA
3315
Trifecta Capital Advisors
Illinois
$477M -$29.1M -6% 5.52% 132% 437 12.81%
CAM
3316
Creekmur Asset Management
Illinois
$477M +$40.4M +9% 1.4% 1,023 33.33%
AWA
3317
Artemis Wealth Advisors
New York
$477M -$83.9M -15% 7.68% 174% 37 43.24%
DMC
3318
Drexel Morgan & Co
Pennsylvania
$476M -$8.28M -2% 7.89% 50.1% 56 5.36%
JCP
3319
JB Capital Partners
New York
$476M -$46M -9% 10.5% 142% 81 4.94%
QC
3320
Qalhat Capital
British Virgin Islands
$476M +$97.7M +26% 3.34% 90.3% 4 0%
BTWM
3321
Brass Tax Wealth Management
Ohio
$476M +$884K +0.2% 2.28% 221 9.95%
ACGDR
3322
Atmos Capital Gestao de Recursos
Brazil
$476M +$14.9M +3% 13% 101% 12 0%
HBCM
3323
Heron Bay Capital Management
Michigan
$476M -$2.9M -0.6% 2.7% 58.9% 133 28.57%
FNBTCON
3324
First National Bank & Trust Co of Newtown
Pennsylvania
$476M -$3.45M -0.7% 0.85% 55.7% 139 7.91%
SXL
3325
Summit X LLC
Missouri
$476M +$24.7M +5% 2.08% 62.9% 248 15.32%