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)
HI
4426
Harrington Investments
California
$104M -$22M -17% 11.1% 109% 151 49.67% 1.2
RAM
4427
RK Asset Management
Michigan
$104M -$9.75M -9% 8.29% 47.6% 19 21.05% 2.5
WFWM
4428
Wechter Feldman Wealth Management
New Jersey
$104M -$59.7M -36% 9.98% 53.8% 38 28.95% 1.5
ACM
4429
Athyrium Capital Management
New York
$104M -$21.4M -17% 3.17% 25.1% 4 50% 0.7
IWMA
4430
Ironwood Wealth Management (Arizona)
Arizona
$104M -$9.46M -8% 9.61% 31.1% 60 11.67% 1.1
EW
4431
Emerson Wealth
Michigan
$104M – – 14.3% 18.1% 27 – 0
PCM
4432
Poehling Capital Management
Wisconsin
$104M -$37.4M -27% 15.8% 70.9% 108 16.67% 0.9
SG
4433
StoneX Group
New York
$104M -$31.1M -23% 13.6% 85.2% 248 25% 1.2
FA
4434
Freestate Advisors
Kansas
$104M – – 5.63% – 4 – 0
LHC
4435
Little House Capital
Massachusetts
$104M – – 9.92% 108% 97 – 0
9WM
4436
9258 Wealth Management
Ohio
$104M – – 14.6% 49.6% 173 – 0
EWM
4437
Elmwood Wealth Management
California
$104M -$17M -14% 10.4% 42.1% 328 19.51% 0.6
SAM
4438
Scion Asset Management
California
$104M – – 25% 1.91% 16 – 0
FCA
4439
Florence Capital Advisors
New York
$103M – – 24.7% – 20 – 1.7
ABP
4440
Arthur B. Page
$103M -$15M -13% 9.33% 40.4% 63 4.76% 3.9
TLP
4441
Trinity Legacy Partners
Texas
$103M – – 11.8% 63.3% 47 – 0
SAM
4442
Stringer Asset Management
Tennessee
$103M -$24.1M -19% 10.5% 16.4% 37 48.65% 0.9
MG
4443
MilWealth Group
Wisconsin
$103M – – 9.83% 36.8% 75 – 0
WA
4444
WESPAC Advisors
California
$103M -$68.3M -40% 10.6% 112% 180 63.33% 1
ACP
4445
Aquiline Capital Partners
New York
$103M -$31.4M -23% 23.4% 14.7% 1 0% 1.5
BT
4446
Brandywine Trust
Delaware
$103M -$14M -12% 11% 32.7% 39 12.82% 3.4
HWC
4447
Hill Winds Capital
New York
$103M – – 12.9% 8.52% 17 – 0
RCC
4448
Red Cedar Capital
Nebraska
$103M -$10.7M -9% 12% 43% 156 5.13% 0.9
TCM
4449
Tegean Capital Management
New York
$103M -$110M -52% 21.7% – 25 48% 1.6
CSPIA
4450
Cary Street Partners Investment Advisory
Virginia
$103M – – 13% 84.1% 103 – 0