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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
SWM
3651
Shakespeare Wealth Management
Wisconsin
$173M +$17.9M +12% 0.1% 49.6% 74 8.11%
EPA
3652
Element Pointe Advisors
Florida
$173M -$5.19M -3% 1.13% 54.9% 106 18.87%
BWM
3653
Bernicke Wealth Management
Wisconsin
$173M +$5.72M +3% 1.06% 14.4% 46 0%
TWA
3654
Tillar-Wenstrup Advisors
Ohio
$173M -$4.97M -3% 0.89% 27.4% 48 18.75%
FTIM
3655
Flowering Tree Investment Management
Singapore
$172M -$10.1M -6% 5.18% 47.4% 5 40%
DIM
3656
DC Investments Management
Virginia
$172M -$6.33M -4% 0.42% 44.7% 368 29.08%
SM
3657
Saya Management
New York
$172M +$1.3M +0.8% 7.91% 34.8% 14 50%
ACM
3658
Alight Capital Management
New York
$172M -$27.3M -14% 4.14% 311% 79 75.95%
LRIC
3659
Long Road Investment Counsel
Michigan
$172M +$2.37M +1% 2.58% 50.3% 73 4.11%
RHAM
3660
Round Hill Asset Management
California
$172M -$1.33M -0.8% 1.76% 40.7% 60 3.33%
GLCM
3661
Greenlea Lane Capital Management
Connecticut
$172M -$9.98M -5% 8.35% 119% 12 33.33%
OLA
3662
Oliver Luxxe Assets
New Jersey
$172M -$8.57M -5% 0.94% 141% 132 23.48%
GSC
3663
G&S Capital
Colorado
$172M +$4.97M +3% 2.56% 77.2% 257 25.29%
NAH
3664
Neumann Advisory (HK)
Hong Kong
$171M -$9.31M -5% 6.05% 88.4% 11 9.09%
MC
3665
MRJ Capital
New York
$171M -$1.81M -1% 1.04% 127% 56 10.71%
RPG
3666
Resource Planning Group
Georgia
$171M +$860K +0.5% 0.83% 1.9% 59 5.08%
BC
3667
Barnett & Company
Tennessee
$171M -$6.5M -4% 0.25% 50.8% 486 43.83%
PWMG
3668
Prestige Wealth Management Group
New Jersey
$171M +$5.52M +3% 0.96% 50.3% 671 30.25%
EP
3669
Elkhorn Partners
Nebraska
$171M +$3.17M +2% 4.46% 31.5% 40 10%
OWIM
3670
Old West Investment Management
California
$170M -$41.9M -20% 5% 235% 74 13.51%
GCA
3671
GSI Capital Advisors
California
$170M +$13.5M +9% 8.29% 25.4% 32 34.38%
PCA
3672
Providence Capital Advisors
North Carolina
$170M +$1.62M +1% 1.89% 42.1% 256 26.17%
RW
3673
REDW Wealth
New Mexico
$170M +$2.9M +2% 1.5% 44.4% 86 5.81%
WOC
3674
West Oak Capital
California
$170M +$2.67M +2% 2.56% 110% 344 13.95%
LA
3675
LFL Advisers
Illinois
$170M +$6.54M +4% 6.09% 63.5% 10 0%