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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
MWP
3901
Moller Wealth Partners
$242M +$18.7M +8% 15.1% 41.4% 52 19.23%
SCM
3902
Stonebridge Capital Management
California
$242M +$25.1M +12% 11.2% 99 5.05%
LFM
3903
Lumina Fund Management
New York
$241M +$75.9M +46% 12.5% 28.1% 36 30.56%
TPM
3904
Totem Point Management
New York
$241M -$60.1M -20% 24.6% 577% 21 42.86%
AP
3905
Atlas Principals
North Carolina
$241M +$42.5M +21% 15.8% 51 60.78%
KFP
3906
Keystone Financial Planning
Ohio
$241M +$34.1M +16% 12.3% 34.1% 47 8.51%
JAM
3907
Jacobs Asset Management
New York
$241M +$13.7M +6% 43% 114% 53 62.26%
VEA
3908
Virtus ETF Advisers
New York
$241M +$50.3M +26% 25.8% 177% 372 17.2%
PFA
3909
Pathway Financial Advisors
Vermont
$241M -$17.8M -7% 12.8% 48.4% 122 22.13%
BCCM
3910
Bridge Creek Capital Management
Massachusetts
$241M +$28.1M +13% 16.5% 76.5% 91 3.3%
BCM
3911
Beck Capital Management
Texas
$241M +$63.9M +36% 20.4% 291% 119 46.22%
WAS
3912
Winch Advisory Services
Wisconsin
$241M +$4.46M +2% 8.89% 80.8% 491 23.22%
DT
3913
Daniels + Tansey
Delaware
$241M +$39.7M +20% 13.7% 21.1% 32 31.25%
WCAU
3914
Working Capital Advisors (UK)
United Kingdom
$241M 116% 24.8% 1
CRWM
3915
Castle Rock Wealth Management
California
$241M +$88M +58% 11.5% 105% 251 42.63%
NL
3916
NVWM LLC
Pennsylvania
$240M +$27.3M +13% 14.4% 107% 462 21.86%
MWPCG
3917
Measured Wealth Private Client Group
New Hampshire
$240M +$33.4M +16% 15.1% 84.3% 147 18.37%
SFS
3918
Shaker Financial Services
Virginia
$240M +$52.7M +28% 11.6% 13.1% 198 38.89%
MKC
3919
M. Kraus & Co
Vermont
$240M +$28M +13% 9.02% 51.8% 65 16.92%
RWM
3920
Rezny Wealth Management
Florida
$240M +$24M +11% 10.9% 91.9% 12 8.33%
AA
3921
AlphaCentric Advisors
Puerto Rico
$240M +$33.2M +16% 6.03% 243 47.74%
FIG
3922
FundX Investment Group
California
$240M -$20.5M -8% 10.2% 94.6% 38 21.05%
BF
3923
Blankinship & Foster
California
$240M +$29.1M +14% 12.6% 60.4% 52 3.85%
CIC
3924
Canal Insurance Company
South Carolina
$240M -$9.49M -4% 11.9% 103% 73 19.18%
EIA
3925
Eldridge Investment Advisors
New Hampshire
$239M +$27M +13% 10.6% 50.9% 112 10.71%