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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
DI
4451
Disciplined Investments
Oklahoma
$105M -$13.4M -11% 17.6% 51.4% 490 19.59%
FF
4452
Friedenthal Financial
New Jersey
$105M -$26.1M -20% 16.6% 111% 58 37.93%
AC
4453
Albar Capital
United Kingdom
$105M -$125M -54% 17.2% 163% 41 80.49%
MWM
4454
MBE Wealth Management
Wisconsin
$105M +$4.98M +5% 18.1% 60.9% 591 93.06%
AP
4455
Agilis Partners
Massachusetts
$105M -$82.7M -44% 15% 8.47% 23 34.78%
SAMC
4456
Spectrum Asset Management (California)
California
$105M -$76.6M -42% 14.6% 62.9% 105 40%
SCIM
4457
Spring Creek Investment Management
Pennsylvania
$105M +$21.1M +25% 20.5% 45.9% 10 10%
WBC
4458
West Branch Capital
Massachusetts
$105M -$38.9M -27% 14.3% 139% 96 25%
MPA
4459
Marvin & Palmer Associates
Delaware
$105M -$65M -38% 13.4% 392% 36 47.22%
EWM
4460
Elmwood Wealth Management
California
$105M -$10.2M -9% 17.4% 37.6% 316 76.27%
GCA
4461
Genesee Capital Advisors
New York
$105M -$12.9M -11% 10.9% 101% 88 38.64%
HCM
4462
Hillman Capital Management
Maryland
$104M -$36.7M -26% 24.3% 20.2% 53 37.74%
EWG
4463
Executive Wealth Group
Washington
$104M -$27.6M -21% 21% 14.9% 41 12.2%
SL
4464
SIB LLC
New York
$104M -$31.6M -23% 18.9% 29.2% 25 4%
PFT
4465
Providence First Trust
Arizona
$104M -$67.4M -39% 12.2% 64.1% 76 21.05%
VIA
4466
Virtus Investment Advisers
Connecticut
$104M +$30.1M +41% 12.4% 172% 6 16.67%
VLC
4467
Van Leeuwen & Company
New Jersey
$104M -$15.7M -13% 13.9% 75.4% 85 28.24%
AM
4468
Atwater Malick
Pennsylvania
$104M -$21.6M -17% 16.4% 79.1% 44 29.55%
CWM
4469
CCG Wealth Management
California
$104M -$53.9M -34% 14.9% 82.6% 102 40.2%
RTC
4470
Riverview Trust Company
Washington
$104M -$44.5M -30% 20.2% 87.6% 283 8.83%
THWM
4471
Taylor Hoffman Wealth Management
Virginia
$104M -$51M -33% 18% 47.8% 426 75.35%
PKC
4472
Palmer Knight Company
Florida
$104M -$15.6M -13% 21.8% 78.9% 27 14.81%
BC
4473
Barnett & Company
Tennessee
$104M -$60.5M -37% 27% 65.9% 466 27.47%
TA
4474
Trellis Advisors
Washington
$104M -$23.2M -18% 19% 23.3% 59 20.34%
LCM
4475
Leisure Capital Management
California
$104M -$21.1M -17% 17.8% 98% 129 20.16%