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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
WFI
4351
West Family Investments
California
$294M -$39.8M -12% 7.04% 76.4% 307 22.48%
MLM
4352
Mount Lucas Management
Pennsylvania
$294M -$55.8M -16% 14.6% 84.4% 165 17.58%
SWA
4353
ShankerValleau Wealth Advisors
Illinois
$294M +$60M +26% 9.9% 56.3% 32 18.75%
MPW
4354
Monterey Private Wealth
California
$294M +$26M +10% 6.99% 29.8% 130 13.85%
ACA
4355
AYAL Capital Advisors
Ontario, Canada
$293M +$30.1M +11% 8.7% 48 66.67%
APA
4356
Astoria Portfolio Advisors
New York
$293M +$13.5M +5% 6.14% 75.4% 221 17.65%
BA
4357
Bard Associates
Illinois
$293M +$32.1M +12% 14.1% 200% 182 8.24%
ITIM
4358
Indiana Trust & Investment Management
Indiana
$293M +$20.7M +8% 5.89% 104% 500 12.4%
BDA
4359
Borer Denton & Associates
Pennsylvania
$293M +$17.7M +6% 6.88% 44.2% 61 8.2%
PWM
4360
Provident Wealth Management
Tennessee
$293M +$19.7M +7% 6.51% 43.3% 130 12.31%
CWM
4361
Chesapeake Wealth Management
Virginia
$293M +$17.3M +6% 6.56% 57.5% 161 6.21%
AIA
4362
AIMZ Investment Advisors
California
$293M +$13.9M +5% 6.88% 63.9% 126 7.14%
WPC
4363
White Pine Capital
Minnesota
$293M +$28.8M +11% 9.23% 100% 222 8.56%
IHWM
4364
Iron Horse Wealth Management
Iowa
$293M +$30.7M +12% 6.66% 29.1% 512 6.25%
XC
4365
XY Capital
Hong Kong
$292M +$134M +85% 17.4% 44.3% 124 65.32%
MC
4366
Magnitude Capital
New York
$292M +$40.6M +16% 16.2% 1 0%
CWA
4367
CJM Wealth Advisers
Virginia
$292M +$20M +7% 5.85% 71.5% 69 7.25%
WCM
4368
Westend Capital Management
California
$292M +$7.16M +3% 7.32% 254 13.39%
HCM
4369
Hillman Capital Management
Maryland
$292M +$8.35M +3% 4.22% 20.3% 56 12.5%
PCI
4370
Pacifica Capital Investments
Texas
$291M +$13M +5% 11.8% 83.4% 18 11.11%
MDCM
4371
Morgan Dempsey Capital Management
Wisconsin
$291M -$8.44M -3% 11.4% 40.8% 131 21.37%
OAJ
4372
Ogorek Anthony Joseph
New York
$291M +$3.54M +1% 5.04% 50.5% 296 14.19%
RWM
4373
Ruedi Wealth Management
Illinois
$291M +$37.4M +15% 5.77% 44.9% 497 32.19%
RWM
4374
Rench Wealth Management
Texas
$291M +$12.5M +4% 3.54% 86.4% 45 0%
MCM
4375
Millstreet Capital Management
Massachusetts
$291M +$39.5M +16% 15.7% 3 0%