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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 Avg Holding
Period (Yrs)
RWM
3801
Rench Wealth Management
Texas
$146M -$7.45M -5% 1.83% 106% 54 1.85% 2.8
MCM
3802
Monument Capital Management
Virginia
$146M +$4.47M +3% 0.04% 170% 148 14.19% 0.2
WIM
3803
Wilen Investment Management
Florida
$146M -$6.68M -4% 5.17% 79.9% 62 6.45% 3.8
VFPI
3804
Vantage Financial Partners (Illinois)
Illinois
$146M -$5.02M -3% 0.75% 13.1% 90 30% 0.6
BCM
3805
Boltwood Capital Management
California
$146M -$17.4M -11% 2.15% 63% 123 4.88% 3.2
CF
3806
Copperwynd Financial
Arizona
$146M +$8.93M +7% 6.09% 90% 106 25.47% 0.2
TG
3807
TLP Group
Illinois
$146M +$1.59M +1% 4.76% 42.7% 721 61.72% 0.5
WCM
3808
Wunderlich Capital Managemnt
Tennessee
$146M +$1.21M +0.8% 0.77% 33.6% 97 10.31% 2.7
Advocacy Wealth Management Services
3809
Advocacy Wealth Management Services
Georgia
$146M +$421K +0.3% 3.22% 48.3% 251 17.93% 2
O'Brien Wealth Partners
3810
O'Brien Wealth Partners
Massachusetts
$145M -$13.1M -8% 0.89% 56.7% 188 83.51% 0.3
MPAM
3811
Murphy Pohlad Asset Management
Minnesota
$145M -$6.06M -4% 1.83% 75.1% 91 8.79% 3.5
ROC
3812
Robertson Opportunity Capital
Texas
$145M -$25.8M -15% 2.09% 93.4% 30 10% 2.8
Towercrest Capital Management
3813
Towercrest Capital Management
Pennsylvania
$145M +$7.04M +5% 1.76% 39.1% 31 19.35% 2.3
KC
3814
KHP Capital
Oklahoma
$144M +$6.58M +5% 1.24% – 172 64.53% 0.1
HKIM
3815
Hayek Kallen Investment Management
Alabama
$144M -$8.21M -5% 2.7% 71.9% 66 4.55% 3.4
MSFP
3816
Mark Sheptoff Financial Planning
Connecticut
$144M -$9.6M -6% 0.69% 92.4% 408 12.75% 2.6
PCP
3817
Prisma Capital Partners
New York
$144M +$38M +36% 7.21% – 13 23.08% 0.5
Capital Wealth Planning
3818
Capital Wealth Planning
Florida
$144M +$71.3M +98% 3% 73.9% 238 28.99% 0.4
FF
3819
Fluent Financial
Texas
$144M +$1.22M +0.9% 0.1% 46.9% 63 11.11% 0.2
GCM
3820
Garland Capital Management
Washington
$144M -$8.53M -6% 4.05% 55.7% 33 9.09% 3.2
Semper Augustus Investments Group
3821
Semper Augustus Investments Group
Colorado
$144M +$10.2M +8% 3.25% 95.4% 26 0% 4
KA
3822
Kerrisdale Advisers
Florida
$144M +$94.4M +191% 1.24% 78.8% 20 70% 0.5
FCM
3823
Ferox Capital Management
United Kingdom
$144M +$1.28M +0.9% 0.05% 2.07% 38 2.63% 1
BE
3824
Bonness Enterprises
District of Columbia
$144M -$3.79M -3% 1.72% 98.6% 48 8.33% 3.9
OIMU
3825
Orbis Investment Management (US)
California
$143M -$3.89M -3% 2.31% 48.8% 29 41.38% 1.3