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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
WIA
4501
Westbourne Investment Advisors
Maryland
$207M +$8.99M +5% 9.32% 89.4% 91 3.3%
TA
4502
TFG Advisers
Michigan
$207M +$11.8M +6% 5.94% 61.8% 200 6.5%
EWMCB
4503
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$207M +$11M +6% 3.65% 13% 59 25.42%
RLIM
4504
Red Lighthouse Investment Management
New York
$207M +$8.42M +4% 6.26% 63.4% 99 7.07%
PCM
4505
Pennsylvania Capital Management
Pennsylvania
$207M +$17.1M +9% 13.2% 70.6% 95 14.74%
TSS
4506
Thomas Story & Son
Indiana
$206M +$9.72M +5% 6.44% 91.8% 53 1.89%
UW
4507
Unique Wealth
Florida
$206M +$18.9M +10% 6.25% 63.3% 69 21.74%
NCM
4508
Northwest Capital Management
Oregon
$206M +$17.8M +9% 8.06% 57% 103 10.68%
CCC
4509
Chelsea Counsel Company
California
$206M +$5.68M +3% 4.31% 106% 167 13.17%
CGC
4510
Continental Grain Company
New York
$206M -$52.8M -20% 5.22% 5.73% 4 0%
RCS
4511
Retirement Capital Strategies
California
$206M +$2.01M +1% 2.38% 59% 53 45.28%
BTP
4512
Bloom Tree Partners
New York
$206M +$16.2M +9% 13.4% 20.4% 62 37.1%
IM
4513
Islet Management
New York
$206M +$57.3M +39% 5.99% 74.9% 73 79.45%
DA
4514
Drake & Associates
Wisconsin
$205M +$16M +8% 5.69% 47.9% 76 11.84%
LC
4515
Landaas & Company
Wisconsin
$205M +$23.4M +13% 5.53% 60.3% 79 18.99%
WVP
4516
Worth Venture Partners
New Jersey
$205M +$35.6M +21% 6.42% 105% 227 39.65%
BWS
4517
Buck Wealth Strategies
Colorado
$205M 2.33% 42% 200
GWAG
4518
Garrett Wealth Advisory Group
Texas
$205M +$10.2M +5% 4.52% 66.1% 48 8.33%
CAAM
4519
Cornerstone Advisors Asset Management
Pennsylvania
$205M +$17.7M +9% 4.53% 41.2% 82 9.76%
DK
4520
David Kennon
Florida
$205M +$12.8M +7% 4.7% 46.9% 32 46.88%
LCGC
4521
Legacy Capital Group California
California
$205M 4.08% 129% 238
JAWM
4522
J. Arnold Wealth Management
Ohio
$205M +$1.9M +0.9% 22.6% 46.2% 86 40.7%
TWP
4523
Tempus Wealth Planning
California
$205M +$40M +24% 8.31% 89.9% 197 18.27%
MPPLM
4524
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$204M +$23.7M +13% 8.94% 130% 134 17.91%
PVM
4525
Palogic Value Management
Texas
$204M +$12.6M +7% 6.06% 31.3% 169 15.98%