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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
HA
4401
Hamel Associates
New Jersey
$351M +$18.8M +6% 7.83% 50.6% 85 11.76%
UB
4402
Umpqua Bank
Oregon
$350M -$9.57M -3% 0.2% 162 7.41%
PCM
4403
Ping Capital Management
New York
$350M +$2.53M +0.7% 3.18% 99 37.37%
SL
4404
SWMG LLC
Texas
$350M -$10M -3% 2.16% 61.3% 134 20.9%
WMP
4405
Wealth Management Partners
Arizona
$350M -$342K -0.1% 0.02% 179% 157 12.74%
RFS
4406
Retirement Financial Solutions
Tennessee
$350M +$8.19M +2% 1.86% 50% 56 21.43%
BC
4407
Bruce & Co
Illinois
$350M +$27.1M +8% 10.2% 94.5% 41 4.88%
WFA
4408
Websterrogers Financial Advisors
South Carolina
$350M +$5.09M +1% 0.37% 42.9% 100 11%
PCM
4409
Pennsylvania Capital Management
Pennsylvania
$349M -$15.9M -4% 3.97% 70.6% 117 7.69%
SA
4410
SRH Advisors
Kansas
$349M +$2.16M +0.6% 0.73% 51% 304 12.17%
MC
4411
Merck & Co
New Jersey
$349M +$73.2M +26% 22% 14 14.29%
LAS
4412
Lloyd Advisory Services
Georgia
$349M +$91.6M +36% 0.34% 47.7% 1,074 65.92%
KFG
4413
Kingdom Financial Group
Arizona
$349M +$25.8M +8% 0.34% 46.2% 939 28.97%
CCM
4414
Carmel Capital Management
California
$349M +$19.2M +6% 7.24% 265% 25 8%
GIL
4415
Go Invest LLC
Utah
$349M +$44.5M +15% 2.87% 126 14.29%
EPW
4416
Endeavor Private Wealth
Kansas
$349M -$128K -0% 1.33% 219 13.7%
IWMA
4417
Ironwood Wealth Management (Arizona)
Arizona
$349M +$8.58M +3% 0.59% 31.1% 47 0%
NC
4418
Nokomis Capital
Texas
$349M -$73.8M -17% 4.23% 204% 69 30.43%
1CP
4419
11 Capital Partners
Connecticut
$348M -$15M -4% 2.48% 72.5% 24 29.17%
CCMI
4420
Creative Capital Management Investments
California
$348M +$17.1M +5% 1.01% 50.7% 354 20.9%
LAM
4421
LOM Asset Management
$348M +$2.7M +0.8% 1.86% 282 3.55%
AWA
4422
Argos Wealth Advisors
California
$348M -$24.5M -7% 4.36% 225 16%
GCP
4423
Gill Capital Partners
Colorado
$348M +$17.8M +5% 0.97% 41.8% 700 80.14%
SCM
4424
Seascape Capital Management
New Hampshire
$347M -$4.47M -1% 0.47% 111% 94 6.38%
SAM
4425
Shikiar Asset Management
New York
$347M -$54.8M -14% 3.05% 97.8% 110 17.27%