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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
WPIC
3751
White Pine Investment Company
Michigan
$269M +$22.4M +9% 7.36% 66.3% 59 13.56%
SWRP
3752
Summit Wealth & Retirement Planning
California
$269M +$5.44M +2% 2.91% 67.6% 128 35.94%
ZAM
3753
Zeal Asset Management
Hong Kong
$269M -$244M -48% 9.4% 26.9% 8 12.5%
DA
3754
Doliver Advisors
Texas
$269M +$42.8M +19% 13.1% 81% 158 29.75%
NL
3755
NEPC LLC
Massachusetts
$269M +$94.4M +54% 2.5% 19.2% 39 35.9%
AMM
3756
American Money Management
California
$269M +$12.9M +5% 7.75% 54.1% 91 12.09%
FIA
3757
FNY Investment Advisers
New York
$268M -$98.4M -27% 2.97% 307% 1,195 65.1%
KFP
3758
Keystone Financial Planning
Ohio
$268M +$27.2M +11% 10.5% 34.1% 46 6.52%
MKA
3759
M. Kulyk & Associates
Georgia
$268M +$87.6M +49% 5.14% 52.3% 73 31.51%
FWSM
3760
First Wilshire Securities Management
California
$268M +$19.3M +8% 17.6% 107% 87 14.94%
MWM
3761
MinichMacGregor Wealth Management
New York
$268M +$22.2M +9% 6.42% 119% 93 30.11%
FVCM
3762
F&V Capital Management
Florida
$268M +$35.9M +15% 15.3% 107% 65 15.38%
BAM
3763
Bullseye Asset Management
Colorado
$268M -$582K -0.2% 6.78% 55% 110 27.27%
BCM
3764
Birmingham Capital Management
Alabama
$267M +$25.4M +10% 13.1% 77.6% 102 2.94%
MCM
3765
Moerus Capital Management
New York
$267M +$12M +5% 14.4% 248% 13 0%
SHI
3766
SV Health Investors
Massachusetts
$267M +$59.4M +29% 22.4% 97.4% 10 30%
RM
3767
RP Management
New York
$266M -$59.6M -18% 17.4% 208% 5 0%
SAG
3768
Spotlight Asset Group
Illinois
$266M -$2.82M -1% 7.25% 156 26.28%
CYG
3769
Clean Yield Group
Vermont
$266M -$12.4M -4% 5.5% 44.8% 421 65.32%
CMI
3770
Clare Market Investments
Texas
$266M +$26.7M +11% 7.07% 142 30.28%
HFBOT
3771
Home Federal Bank of Tennessee
Tennessee
$266M +$13.3M +5% 8.32% 65.2% 73 5.48%
BP
3772
Broadleaf Partners
Ohio
$266M +$12.2M +5% 2.1% 132% 72 8.33%
OCA
3773
Octagon Capital Advisors
New York
$265M -$23M -8% 4.48% 2,555% 38 44.74%
IRC
3774
Investors Research Corp
Georgia
$265M +$11.4M +4% 14.6% 57.2% 1,124 13.43%
CWM
3775
CMH Wealth Management
New Hampshire
$265M -$7.6M -3% 3.02% 76.6% 52 15.38%