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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
WAS
3826
Winch Advisory Services
Wisconsin
$241M +$4.46M +2% 8.89% 72.5% 491 23.22%
DT
3827
Daniels + Tansey
Delaware
$241M +$39.7M +20% 13.7% 21.1% 32 31.25%
WCAU
3828
Working Capital Advisors (UK)
United Kingdom
$241M 116% 26.8% 1
CRWM
3829
Castle Rock Wealth Management
California
$241M +$88M +58% 11.5% 105% 251 42.63%
NL
3830
NVWM LLC
Pennsylvania
$240M +$27.3M +13% 14.4% 107% 462 21.86%
MWPCG
3831
Measured Wealth Private Client Group
New Hampshire
$240M +$33.4M +16% 15.1% 68.1% 147 18.37%
SFS
3832
Shaker Financial Services
Virginia
$240M +$52.7M +28% 11.6% 13.1% 198 38.89%
MKC
3833
M. Kraus & Co
Vermont
$240M +$28M +13% 9.02% 51.8% 65 16.92%
RWM
3834
Rezny Wealth Management
Florida
$240M +$24M +11% 10.9% 91.9% 12 8.33%
AA
3835
AlphaCentric Advisors
Puerto Rico
$240M +$33.2M +16% 6.03% 243 47.74%
FIG
3836
FundX Investment Group
California
$240M -$20.5M -8% 10.2% 94.6% 38 21.05%
BF
3837
Blankinship & Foster
California
$240M +$29.1M +14% 12.6% 49.6% 52 3.85%
CIC
3838
Canal Insurance Company
South Carolina
$240M -$9.49M -4% 11.9% 103% 73 19.18%
EIA
3839
Eldridge Investment Advisors
New Hampshire
$239M +$27M +13% 10.6% 41.3% 112 10.71%
IFO
3840
Independent Family Office
New York
$239M +$28.6M +14% 15% 66.8% 67 16.42%
IFA
3841
Invus Financial Advisors
New York
$239M +$31.4M +15% 28.8% 29.5% 6 0%
SAM
3842
Security Asset Management
New York
$239M +$76.6M +47% 13.8% 67.4% 87 9.2%
CMI
3843
Clare Market Investments
Texas
$239M +$34.8M +17% 16.8% 137 33.58%
PMA
3844
Prudent Man Advisors
Illinois
$239M +$50.1M +27% 13.5% 56.9% 186 17.2%
EA
3845
Ecofin Advisors
United Kingdom
$239M +$32M +15% 25.8% 77% 34 23.53%
WAM
3846
Wakefield Asset Management
Colorado
$239M +$26.1M +12% 16% 111% 195 40%
BS
3847
Bessemer Securities
New York
$239M +$23.7M +11% 12% 45% 88 7.95%
CAGAS
3848
Capital Advisory Group Advisory Services
Minnesota
$238M +$45.4M +24% 13.6% 62.3% 578 16.44%
SWP
3849
Strategic Wealth Partners
Ohio
$238M +$40.5M +20% 11.4% 183 19.67%
AFGI4KRSP
3850
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$238M +$54.9M +30% 30.8% 5.11% 1 0%