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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
OIM
3551
Orca Investment Management
Oregon
$108M -$3.84M -3% 0.34% 93.2% 88 21.59%
MCM
3552
Millie Capital Management
California
$108M +$1.2M +1% 0.93% 24.5% 67 8.96%
SAM
3553
Security Asset Management
New York
$108M +$3.38M +3% 0.64% 67.4% 77 2.6%
PWMAG
3554
Pinnacle Wealth Management Advisory Group
New Jersey
$108M -$3.41M -3% 1.3% 64.3% 109 16.51%
PL
3555
Plancorp LLC
Missouri
$108M +$7.29M +7% 2.06% 67.3% 112 53.57%
SCM
3556
Shah Capital Management
North Carolina
$108M -$6.87M -6% 10.3% 225% 11 9.09%
WCWM
3557
Willow Creek Wealth Management
California
$107M +$913K +0.9% 2.1% 36.5% 16 12.5%
MMM
3558
Mendel Money Management
Illinois
$107M -$195K -0.2% 1.66% 55.5% 54 11.11%
IRS
3559
Invictus RG (Singapore)
Singapore
$107M +$2.21M +2% 0.23% 793 52.33%
AWM
3560
AllSquare Wealth Management
New York
$107M +$2.54M +2% 0.46% 62.4% 352 10.51%
CHJWM
3561
Carlton Hofferkamp & Jenks Wealth Management
Texas
$107M +$7.03M +7% 0.65% 58.2% 71 12.68%
ABP
3562
Arthur B. Page
$107M +$1.92M +2% 0.56% 40.4% 74 8.11%
CCM
3563
Canal Capital Management
Virginia
$107M -$1.12M -1% 1.61% 58.4% 70 18.57%
BSWM
3564
Boston Standard Wealth Management
Massachusetts
$107M -$277K -0.3% 1% 42.9% 27 11.11%
EM
3565
Excalibur Management
Massachusetts
$107M +$3.48M +3% 1.75% 68.9% 71 12.68%
DLHL
3566
Donald L. Hagan LLC
Florida
$107M +$6.3M +6% 0.52% 47.9% 87 29.89%
IMS
3567
Index Management Solutions
Pennsylvania
$107M -$26.4M -20% 16.1% 843 19.45%
RHDIC
3568
R.H. Dinel Investment Counsel
California
$107M +$318K +0.3% 0.18% 34.1% 60 0%
ETM
3569
Euclidean Technologies Management
Washington
$107M -$3.34M -3% 0.77% 124% 57 21.05%
SIC
3570
Shoker Investment Counsel
Ohio
$106M +$1.24M +1% 0.49% 58.5% 98 2.04%
EA
3571
Elm Advisors
California
$106M -$1.89M -2% 1.01% 50.5% 76 9.21%
CAS
3572
Cue Advisory Services
Arizona
$106M +$6.88M +7% 1.35% 52.3% 155 11.61%
IF
3573
IRON Financial
Illinois
$106M -$22M -17% 0.52% 51.4% 89 35.96%
UFA
3574
US Financial Advisors
Massachusetts
$106M -$4.05M -4% 1.29% 12.6% 618 49.03%
RVGI
3575
RRE Ventures GP III
New York
$106M -$85.8M -45% 44.2% 74.5% 3 0%