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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)
CWM
3926
Concentric Wealth Management
California
$139M +$4.36M +3% 2.3% 33.4% 89 2.25% 1.4
NIM
3927
Nicollet Investment Management
Minnesota
$139M +$9.75M +8% 6.5% 104% 71 7.04% 0.5
OCM
3928
Orleans Capital Management
Louisiana
$139M +$2.44M +2% 3.25% 94.6% 84 9.52% 3.2
WWMSC
3929
Wagner Wealth Management (South Carolina)
South Carolina
$139M +$7.41M +6% 1.47% 36.9% 735 15.92% 0.4
MCA
3930
Mercer Capital Advisers
New Jersey
$139M +$2.63M +2% 3.07% 59.6% 247 2.83% 3
RWM
3931
Rench Wealth Management
Texas
$139M -$7.78M -5% 1.11% 106% 54 9.26% 3.1
B
3932
Bellecapital
Switzerland
$138M +$31.6M +30% 1.32% 128% 92 15.22% 1.5
ADMI
3933
Albert D. Mason Inc
Massachusetts
$138M +$5.52M +4% 3.53% 82% 143 6.29% 3.3
CAGAS
3934
Capital Advisory Group Advisory Services
Minnesota
$138M +$1.54M +1% 2.5% 54.8% 393 17.3% 0.2
G
3935
Gainplan
Michigan
$138M +$59.7M +76% 10.2% 103% 25 64% 0.2
PWS
3936
Peloton Wealth Strategists
Indiana
$138M +$5.31M +4% 5.48% 51.3% 66 15.15% 2.5
PIA
3937
Peachtree Investment Advisors
Georgia
$138M +$4.99M +4% 0.59% 24.2% 77 5.19% 3.9
WFG
3938
Wills Financial Group
Virginia
$138M +$2.98M +2% 0.46% 57.5% 70 8.57% 2.7
PAM
3939
Peninsula Asset Management
Florida
$138M +$1.22M +0.9% 2.69% 44.1% 46 2.17% 4
CCM
3940
Copernicus Capital Management
California
$138M +$12.3M +10% 7.63% 126% 25 44% 0.3
SAM
3941
Sheffield Asset Management
Illinois
$138M -$93.2M -40% 9.95% 24.5% 25 76% 0.3
TFCM
3942
Taylor Frigon Capital Management
Arizona
$138M +$9.03M +7% 13.2% 131% 88 7.95% 2.2
TCMV
3943
Technology Crossover Management V
California
$137M +$20.4M +17% 17.5% 2.5% 2 0% 3
BWM
3944
BigSur Wealth Management
Florida
$137M -$2.95M -2% 1.33% 94.8% 112 15.18% 1.2
CC
3945
Caldera Capital
Texas
$137M +$25.8M +23% 7.43% 84.5% 22 59.09% 0.5
FFG
3946
Ford Financial Group
California
$137M +$9.29M +7% 1.3% 47.7% 47 21.28% 0.5
ACP
3947
Aquiline Capital Partners
New York
$137M -$10.2M -7% 4.44% 14.7% 1 0% 1
PC
3948
Pecaut & Co
Iowa
$137M +$5.44M +4% 5.7% 67.6% 68 14.71% 2.3
VDFA
3949
Vickerman & Driscoll Financial Advisors
Washington
$137M +$1.58M +1% 2.27% – 115 2.61% 0.5
AWA
3950
Artemis Wealth Advisors
New York
$137M +$8.61M +7% 6.5% 174% 32 6.25% 1.1