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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
MWM
4401
MTC Wealth Management
Florida
$177M -$10.6M -6% 5.86% 23% 14 14.29%
2L
4402
22NW LP
Washington
$177M -$11.6M -6% 7.9% 131% 20 0%
BWP
4403
Bernardo Wealth Planning
Pennsylvania
$177M +$1.66M +0.9% 4.96% 50.7% 91 14.29%
KC
4404
Kellner Capital
New York
$177M +$28.3M +19% 20.9% 390% 55 65.45%
CP
4405
Capital Planning
Washington
$177M -$8.81M -5% 5.5% 68.9% 65 7.69%
VIM
4406
VELA Investment Management
Ohio
$176M +$1.74M +1% 4.09% 54.6% 146 14.38%
AEPLI
4407
AH Equity Partners LSV III
California
$176M -$24.5M -12% 10.5% 3 0%
EHWM
4408
Eads & Heald Wealth Management
Georgia
$176M -$9.43M -5% 3.72% 70.2% 152 8.55%
HBWM
4409
Hollow Brook Wealth Management
New York
$176M -$5.69M -3% 5.02% 104% 80 18.75%
MIM
4410
MTM Investment Management
South Carolina
$176M -$9.01M -5% 3.84% 71.7% 279 9.32%
OIM
4411
Oracle Investment Management
Connecticut
$176M -$153M -47% 8.98% 865% 34 50%
IFPG
4412
Intrepid Financial Planning Group
Indiana
$176M -$5.93M -3% 3.49% 64.1% 109 6.42%
PCM
4413
Palouse Capital Management
Washington
$176M -$25.8M -13% 7.88% 67.8% 88 19.32%
WWA
4414
WC Walker & Associates
California
$176M +$5.73M +3% 5.17% 77 12.99%
TA
4415
Trellis Advisors
Washington
$176M -$6.74M -4% 5.21% 23.3% 77 9.09%
LA
4416
Lifeworks Advisors
Michigan
$176M +$18M +11% 5.96% 53.8% 161 34.78%
DA
4417
Drake & Associates
Wisconsin
$176M -$1.16M -0.7% 4.97% 42.3% 71 18.31%
FCC
4418
Founders Circle Capital
California
$176M +$11M +7% 11.7% 28% 12 8.33%
EC
4419
EdgeRock Capital
Colorado
$176M +$29.5M +20% 4.14% 71.3% 428 87.85%
LAM
4420
Lapides Asset Management
Connecticut
$176M -$24.9M -12% 4.54% 63% 62 17.74%
ECAM
4421
East Coast Asset Management
Massachusetts
$176M -$35.5M -17% 7.63% 142% 60 5%
PTP
4422
Platform Technology Partners
New York
$175M -$7.7M -4% 4.53% 215 16.28%
EWMCB
4423
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$175M -$12.8M -7% 5.39% 13% 46 17.39%
MCC
4424
Malaga Cove Capital
California
$175M -$3.72M -2% 1.36% 88.1% 174 16.09%
HS
4425
HighVista Strategies
Massachusetts
$175M +$9.44M +6% 7.61% 518% 129 27.13%