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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
WA1
3601
Wimmer Associates 1
California
$109M +$13.8M +14% 2.59% 69.4% 112 17.86%
FF
3602
Friedenthal Financial
New Jersey
$109M -$1.42M -1% 1.98% 111% 41 0%
BSWM
3603
Boston Standard Wealth Management
Massachusetts
$109M +$7.81M +8% 1.28% 42.9% 24 25%
WRHAM
3604
W.R. Huff Asset Management
Florida
$109M -$2.14M -2% 1.61% 41 4.88%
MA
3605
Menlo Advisors
California
$109M -$4.75M -4% 1.03% 81.9% 42 16.67%
PCMM
3606
Private Capital Management (Minnesota)
Minnesota
$109M +$400K +0.4% 0.51% 196 10.71%
FUBT
3607
First United Bank & Trust
Maryland
$109M -$1.87M -2% 1.55% 69.2% 97 14.43%
ADBIC
3608
A.D. Beadell Investment Counsel
Wisconsin
$109M -$5.5M -5% 4.51% 74.9% 98 20.41%
DLHL
3609
Donald L. Hagan LLC
Florida
$109M +$7.8M +8% 3.94% 47.9% 393 83.46%
SC
3610
Searle & Co
Connecticut
$109M +$4.36M +4% 0.74% 66.5% 118 11.86%
RCA
3611
Rowland Carmichael Advisors
Arizona
$108M 3.79% 39% 213
MCM
3612
Mengis Capital Management
Oregon
$108M -$6.4M -6% 1.18% 72.9% 111 12.61%
NCM
3613
Niemann Capital Management
Nevada
$108M +$28.9M +37% 13% 103% 21 85.71%
BWM
3614
Bernicke Wealth Management
Wisconsin
$108M +$4.65M +5% 1.91% 14.4% 39 5.13%
A
3615
Abingworth
United Kingdom
$108M -$58.1M -35% 27.9% 184% 19 5.26%
MWM
3616
Merriman Wealth Management
Washington
$107M +$38.8M +57% 3.96% 18.3% 59 54.24%
SAM
3617
Smithbridge Asset Management
Pennsylvania
$107M -$1.26M -1% 2.76% 55 7.27%
RC
3618
Raine Capital
New York
$107M -$12.6M -10% 1.92% 56.6% 15 26.67%
FCM
3619
Forester Capital Management
Illinois
$107M -$3.4M -3% 5.04% 33.4% 59 5.08%
SFG
3620
StrategIQ Financial Group
Indiana
$107M +$9.44M +10% 1.98% 12.6% 55 3.64%
IC
3621
Investment Counsel
Michigan
$107M -$5.22M -5% 2.86% 50.1% 65 7.69%
DSAM
3622
Dock Street Asset Management
Florida
$107M -$22M -17% 1.76% 167% 36 25%
DRS
3623
Deane Retirement Strategies
Louisiana
$107M +$8.36M +8% 7.88% 64.7% 59 33.9%
HWP
3624
Hefty Wealth Partners
Indiana
$107M +$2M +2% 2.5% 238 22.69%
HCM
3625
Highlander Capital Management
New Jersey
$107M -$850K -0.8% 0.56% 34.4% 857 6.42%