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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
SIMM
3626
Stillwater Investment Management (Minnesota)
Minnesota
$165M -$55M -25% 7.88% 72.3% 83 37.35%
OLA
3627
Oliver Luxxe Assets
New Jersey
$165M +$5.82M +4% 6.29% 137% 88 14.77%
CAM
3628
CenterStar Asset Management
Illinois
$165M 6.72% 103% 926
AC
3629
Aperimus Capital
California
$165M +$31.8M +24% 5.24% 44% 4 25%
GWS
3630
Glassman Wealth Services
Virginia
$164M +$10.7M +7% 5.51% 62.6% 891 33%
WRM
3631
Weybosset Research & Management
Rhode Island
$164M +$14M +9% 7.61% 73.4% 60 10%
BCM
3632
Billings Capital Management
Virginia
$164M +$9.44M +6% 3.6% 10 10%
GL
3633
Globe Life
Texas
$164M +$7.49M +5% 6.3% 60.1% 1 0%
CW
3634
Cabot-Wellington
Massachusetts
$164M -$7.79M -5% 5.51% 65% 14 7.14%
W
3635
WealthShield
North Carolina
$164M 3.95% 221
WP
3636
WealthShield Partners
North Carolina
$164M 3.95% 71% 221
LWA
3637
Lowe Wealth Advisors
Maryland
$164M +$4.08M +3% 4.38% 63.3% 285 15.79%
HGWM
3638
Harvest Group Wealth Management
Massachusetts
$164M 3.72% 28.1% 45
NFG
3639
NewFocus Financial Group
Washington
$164M +$10.1M +7% 7.65% 55.4% 74 12.16%
AFA
3640
Alta Fundamental Advisers
New York
$164M +$7.81M +5% 7.78% 340% 25 24%
VCA
3641
VIEX Capital Advisors
Florida
$164M -$70.8M -30% 5.53% 30.6% 27 48.15%
NRC
3642
North Run Capital
Massachusetts
$164M -$49M -23% 5.02% 19.4% 17 23.53%
TWM
3643
Torch Wealth Management
Ohio
$164M +$11.3M +7% 5.61% 48.8% 106 12.26%
BGC
3644
Birch Grove Capital
New York
$164M +$2.27M +1% 0.05% 2.66% 30 26.67%
RGC
3645
Roberts, Glore & Co
Illinois
$164M +$8.87M +6% 6.24% 72.3% 150 5.33%
BCM
3646
Boltwood Capital Management
California
$163M +$9.48M +6% 5.76% 56.3% 125 8.8%
GAAM
3647
Guinness Atkinson Asset Management
California
$163M +$4.13M +3% 8.91% 132% 60 1.67%
LPIC
3648
LeJeune Puetz Investment Counsel
Michigan
$163M +$7.87M +5% 5.29% 64.1% 152 2.63%
PCFFS
3649
Pacific Center for Financial Services
California
$163M +$7.29M +5% 4.03% 54.7% 335 6.57%
NCM
3650
Neumann Capital Management
California
$163M +$1.72M +1% 4.16% 79.4% 77 6.49%