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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)
Global Trust Asset Management
4276
Global Trust Asset Management
Florida
$143M +$15.3M +12% 21.8% 178% 428 22.2% 1.8
Harbour Investment Management
4277
Harbour Investment Management
Washington
$143M +$18.3M +15% 17.5% 58.8% 74 13.51% 5
Profit Investment Management
4278
Profit Investment Management
Maryland
$143M +$36.3M +34% 34.3% 101% 84 13.1% 4.4
Burrage Capital Management
4279
Burrage Capital Management
Massachusetts
$143M +$41.3M +41% 51.3% – 34 32.35% 0.4
Eidelman Virant Capital
4280
Eidelman Virant Capital
Missouri
$143M +$46.6M +48% 27.4% 46.2% 135 42.96% 1.7
Paulson Wealth Management
4281
Paulson Wealth Management
Illinois
$143M +$12.3M +9% 15.4% 57.1% 91 16.48% 1.8
Geneva Partners
4282
Geneva Partners
Wisconsin
$143M +$72.3M +103% 30.4% 417% 86 53.49% 1.2
WJ Wealth Management
4283
WJ Wealth Management
Arizona
$143M +$115M +414% 18.9% 90.6% 53 60.38% 0.2
Nikulski Financial
4284
Nikulski Financial
Iowa
$143M +$27.9M +24% 21.7% 95.8% 111 20.72% 1.4
WCM
4285
Wunderlich Capital Managemnt
Tennessee
$142M +$21.1M +17% 20.3% 33.6% 83 19.28% 3.7
Platform Technology Partners
4286
Platform Technology Partners
New York
$142M +$32.6M +30% 20.4% – 211 21.33% 0.4
Old Mission Investment Co
4287
Old Mission Investment Co
Michigan
$142M +$36.4M +34% 21.6% 82% 81 19.75% 0.6
WA
4288
WP Advisors
California
$142M +$39.3M +38% 24.6% 113% 69 28.99% 1.8
Relaxing Retirement Coach
4289
Relaxing Retirement Coach
Massachusetts
$142M -$20.2M -12% 16.5% 28.6% 50 18% 2.4
Martin Capital Partners
4290
Martin Capital Partners
Oregon
$142M +$10.9M +8% 12.4% 42.3% 66 21.21% 1.5
Liberty Wealth Management
4291
Liberty Wealth Management
California
$142M +$27.6M +24% 20.5% 64.2% 1,030 22.33% 1.1
CCP
4292
Cunning Capital Partners
North Carolina
$142M +$33.8M +31% 44.6% 268% 32 12.5% 0.2
West Branch Capital
4293
West Branch Capital
Massachusetts
$142M +$37.2M +36% 23.4% 156% 87 19.54% 1.5
Moon Capital Management
4294
Moon Capital Management
New York
$142M +$35.2M +33% 15.7% 76.3% 31 45.16% 1.1
MBM Wealth Consultants
4295
MBM Wealth Consultants
Missouri
$142M +$21M +17% 15.1% 57.1% 217 7.37% 1.3
Secure Asset Management
4296
Secure Asset Management
Michigan
$142M +$48.9M +53% 21.8% 97.2% 166 41.57% 0.3
Elm Advisors
4297
Elm Advisors
California
$142M +$19.7M +16% 19% 50.5% 84 5.95% 5.2
Peoples Bank (Ohio)
4298
Peoples Bank (Ohio)
Ohio
$142M +$20.4M +17% 16.1% 78.9% 93 16.13% 3.2
Next Capital Management
4299
Next Capital Management
New York
$142M +$17.1M +14% 12.1% 61.3% 119 29.41% 1
Emerson Wealth
4300
Emerson Wealth
Michigan
$141M +$28.9M +26% 19.9% 18.1% 23 13.04% 1.2