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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
BWM
3376
Buckley Wealth Management
Nevada
$204M -$9.37M -4% 2.09% 79.6% 154 16.23%
CWM
3377
Confluence Wealth Management
Oregon
$204M -$685K -0.3% 1.52% 31.9% 116 1.72%
RP
3378
RBS Partners
Florida
$204M -$29.2M -13% 13.5% 210% 4 0%
SC
3379
Schulhoff & Co
Ohio
$204M +$10.1M +5% 5.22% 42.7% 112 10.71%
HC
3380
Hamilton Capital
Ohio
$204M -$85.9M -30% 2.96% 55 47.27%
VRM
3381
Vectors Research Management
New York
$204M +$18.5M +10% 1.99% 45.9% 504 15.28%
QCM
3382
Quadrant Capital Management
New Jersey
$203M +$12.8M +7% 2.89% 50.3% 86 4.65%
BWL
3383
Bogart Wealth LLC
Virginia
$203M +$37.8M +23% 0.74% 60.5% 389 15.42%
S
3384
Surevest
California
$203M +$10.7M +6% 0.94% 24.6% 138 6.52%
KLI
3385
Kelman-Lazarov Inc
Tennessee
$203M +$7.83M +4% 0.54% 39.9% 99 9.09%
AJ
3386
Ashburton (Jersey)
Jersey
$203M -$7.67M -4% 4.55% 111 9.01%
MGI
3387
MayTech Global Investments
New York
$203M +$3.57M +2% 0.35% 152% 54 27.78%
WAS
3388
WESPAC Advisors SoCal
California
$202M +$14.8M +8% 1.94% 127% 91 17.58%
PCM
3389
Punch Card Management
Florida
$202M -$7.47M -4% 3.38% 41% 3 0%
TLP
3390
Trinity Legacy Partners
Texas
$202M +$56.6M +39% 2.54% 63.3% 74 32.43%
CLCM
3391
Center Lake Capital Management
Florida
$202M -$107M -35% 4.95% 98.3% 11 45.45%
GIP
3392
General Industrial Partners
United Kingdom
$202M -$51.2M -20% 3.61% 7 57.14%
APG
3393
Abacus Planning Group
South Carolina
$202M +$35.3M +21% 2.05% 59.1% 197 28.43%
AIA
3394
Alera Investment Advisors
Illinois
$202M +$6.67M +3% 0.23% 28.9% 77 7.79%
MAS
3395
Managed Account Services
Florida
$202M +$17.2M +9% 0.67% 32.4% 87 3.45%
FIM
3396
Fernwood Investment Management
Massachusetts
$202M +$19M +10% 1.37% 83.4% 189 24.34%
LFM
3397
Lumina Fund Management
New York
$202M +$3.05M +2% 1.43% 28.1% 49 34.69%
NFG
3398
Noven Financial Group
Colorado
$202M +$5.01M +3% 1.58% 45.1% 36 22.22%
HCM
3399
Harvey Capital Management
Florida
$201M -$6.57M -3% 0.42% 141% 82 14.63%
KIM
3400
Kestrel Investment Management
California
$201M -$10.3M -5% 0.51% 82.9% 47 14.89%