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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
3851
Shakespeare Wealth Management
Wisconsin
$292M +$10.6M +4% 2.17% 49.6% 80 5%
SEM
3852
Strategic Equity Management
Arizona
$292M +$11.2M +4% 4.9% 70.3% 42 9.52%
AR
3853
Apeiron RIA
Texas
$292M +$1.34M +0.5% 3.68% 63.7% 203 10.84%
WWP
3854
Waypoint Wealth Partners
California
$292M +$11.7M +4% 4.27% 52.1% 72 5.56%
WAS
3855
WESPAC Advisors SoCal
California
$292M +$2.16M +0.7% 8.56% 127% 88 5.68%
HF
3856
Halpern Financial
Virginia
$292M +$13.9M +5% 5.04% 26.3% 261 34.87%
PPW
3857
Presilium Private Wealth
Pennsylvania
$292M +$32.6M +13% 3.47% 41.7% 59 15.25%
FWSM
3858
First Wilshire Securities Management
California
$292M -$1.47M -0.5% 1.06% 135% 89 6.74%
AEPLI
3859
AH Equity Partners LSV I
California
$291M +$11M +4% 4% 3 0%
EAM
3860
EdenTree Asset Management
United Kingdom
$291M 8.36% 50.2% 76
PWM
3861
PRW Wealth Management
Massachusetts
$291M +$35.5M +14% 6.93% 42.3% 128 50.78%
BOS
3862
Bank of Stockton
California
$291M +$4.09M +1% 5.39% 92.3% 119 6.72%
JCP
3863
Jennifer C. Price
$291M -$22.8M -7% 4.78% 87 32.18%
PC
3864
PhiloSmith Capital
Connecticut
$291M +$20.3M +7% 8% 54% 24 0%
DC
3865
Defender Capital
North Carolina
$291M +$4.5M +2% 1.85% 83.5% 41 14.63%
TSWM
3866
Triangle Securities Wealth Management
North Carolina
$291M +$11M +4% 6.54% 80% 187 3.21%
CMP
3867
Coston McIsaac & Partners
Maine
$291M +$22M +8% 1.89% 34.3% 922 11.5%
CWA
3868
Cornerstone Wealth Advisors
Minnesota
$290M +$15.2M +6% 4.21% 42.6% 45 4.44%
TCCM
3869
Timber Creek Capital Management
Massachusetts
$290M +$10.1M +4% 6.87% 139% 149 14.77%
CPA
3870
Cowen Prime Advisors
New York
$290M +$40.5M +16% 15.5% 116% 232 3.88%
PC
3871
Pelham Capital
United Kingdom
$290M -$4.18M -1% 26.2% 135% 9 33.33%
SCP
3872
Steamboat Capital Partners
New York
$290M -$11.4M -4% 10.3% 280% 45 17.78%
EA
3873
Ellsworth Advisors
Ohio
$290M +$6.27M +2% 2.98% 123% 187 29.95%
AGP
3874
Artia Global Partners
Florida
$290M +$19.5M +7% 20.2% 725% 46 47.83%
AEPLI
3875
AH Equity Partners LSV III
California
$290M +$48.6M +20% 22.5% 3 0%