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)
CWM
4451
CCG Wealth Management
California
$103M – – 12.5% 82.6% 55 – 0
PCM
4452
Pointe Capital Management
Michigan
$103M -$24M -19% 13.1% 62.6% 159 16.35% 1.8
WFM
4453
Wolff Financial Management
Michigan
$103M – – 9.88% 52.8% 77 – 0
RFWA
4454
RPg Family Wealth Advisory
Massachusetts
$103M -$30.1M -23% 13.2% 117% 284 30.99% 1.4
GLCM
4455
Greenlea Lane Capital Management
Connecticut
$103M – – 26.2% 99.7% 8 – 0
SCM
4456
Sterneck Capital Management
Missouri
$103M -$36M -26% 14.4% 61.5% 101 25.74% 3.5
EWM
4457
Elite Wealth Management
Washington
$103M -$366M -78% 17.2% 142% 51 9.8% 2.7
MWC
4458
MBM Wealth Consultants
Missouri
$103M – – 10.7% 52.6% 239 – 0
KIA
4459
Kopp Investment Advisors
Minnesota
$103M -$16.3M -14% 8.2% 109% 63 11.11% 3.1
MCG
4460
MACRO Consulting Group
New Jersey
$102M – – 7.74% – 57 – 0
HAM
4461
Hammer Asset Management
California
$102M -$19.8M -16% 13.7% – 49 10.2% 0.4
GSM
4462
Global Strategic Management
Puerto Rico
$102M – – 8.45% – 28 – 0
G
4463
Gainplan
Michigan
$102M -$82.2M -45% 23.5% 103% 32 71.88% 0.4
FNBOSM
4464
First National Bank of South Miami
Florida
$102M – – 11.3% 35.2% 275 – 0
KAH
4465
Kathryn A. Hall
$102M -$15.4M -13% 12.8% 95.2% 7 14.29% 2.5
APW
4466
Acima Private Wealth
Virginia
$102M – – 9.21% 51.1% 297 – 0
BAM
4467
Broadmark Asset Management
California
$102M -$131M -56% 14% 39.6% 5 80% 5.5
HW
4468
Hamilton Wealth
California
$102M – – 10.2% 108% 49 – 0
AAM
4469
Arabesque Asset Management
United Kingdom
$102M – – 3.64% 122% 69 – 0
NSB
4470
Norway Savings Bank
Maine
$102M -$12.7M -11% 9.88% 101% 267 8.99% 1.7
PWG
4471
Private Wealth Group
Florida
$102M +$4.83M +5% 1.15% 48.2% 27 33.33% 0.7
BMC
4472
Beaton Management Company
Massachusetts
$102M -$19.2M -16% 11.1% 95.9% 126 13.49% 1.4
KC
4473
Knuff & Co
California
$102M – – 10.6% 85.8% 132 – 0
FWM
4474
Fairhaven Wealth Management
Illinois
$102M – – 13% – 78 – 0
AM
4475
Account Management
Massachusetts
$102M -$28.3M -22% 10.5% 87.4% 27 22.22% 3.5