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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
AEPV
4526
AH Equity Partners V
California
$184M -$11.7M -6% 6.77% 2 50%
WA1
4527
Wimmer Associates 1
California
$184M +$16.1M +10% 3.92% 69.4% 125 13.6%
T
4528
TrueFG
Texas
$184M +$16.8M +10% 6.02% 51.4% 35 8.57%
WFA
4529
Wipfli Financial Advisors
Wisconsin
$184M +$15.9M +9% 6.25% 41 29.27%
IWAG
4530
Integer Wealth Advisors Group
Georgia
$184M +$32M +21% 5% 84 10.71%
PA
4531
Paragon Advisors
Texas
$183M -$2.33M -1% 3.08% 77.8% 95 28.42%
LC
4532
LCNB Corp
Ohio
$183M +$6.97M +4% 7.68% 60.1% 154 2.6%
PCM
4533
Perritt Capital Management
Illinois
$183M +$19.5M +12% 15.9% 80.9% 205 11.22%
SCM
4534
Silverarc Capital Management
Massachusetts
$183M +$11.2M +7% 25.8% 3,352% 110 40.91%
BFWA
4535
Benchmark Financial Wealth Advisors
Florida
$183M +$1.52M +0.8% 5.63% 70.6% 75 28%
ACM
4536
Arthedge Capital Management
New York
$183M +$71.1M +64% 9.27% 86.1% 17 11.76%
BAM
4537
Baldrige Asset Management
Pennsylvania
$183M +$14.5M +9% 4.1% 43.5% 87 4.6%
WCM
4538
Wunderlich Capital Managemnt
Tennessee
$183M +$2.28M +1% 6.13% 33.6% 87 17.24%
IA
4539
IFG Advisors
Missouri
$183M +$21.3M +13% 6.45% 71.6% 92 9.78%
TVWM
4540
Tower View Wealth Management
Wisconsin
$183M +$6.77M +4% 2.79% 132% 223 30.94%
MA
4541
Minerva Advisors
Pennsylvania
$183M +$951K +0.5% 24.4% 149% 76 7.89%
DI
4542
Dalton Investments
Nevada
$183M -$19.9M -10% 5.08% 94.7% 36 16.67%
GCM
4543
Gables Capital Management
Florida
$183M +$11.3M +7% 8.02% 123% 387 8.79%
HWC
4544
Hill Winds Capital
New York
$183M +$47.2M +35% 10.4% 8.52% 49 57.14%
NERM
4545
New England Research & Management
Illinois
$182M +$20.7M +13% 6.39% 56.4% 196 38.27%
SWM
4546
Soundmark Wealth Management
Washington
$182M +$25.6M +16% 8.79% 17.2% 71 18.31%
SEEDPG
4547
S.E.E.D. Planning Group
New York
$182M +$15.7M +9% 3.99% 50.4% 80 21.25%
NFP
4548
Novak Financial Planning
Maryland
$182M +$12.2M +7% 4.15% 115 3.48%
AIA
4549
Arcadia Investment Advisors
Idaho
$182M +$6.73M +4% 5.07% 51.4% 115 10.43%
NWA
4550
New World Advisors
Massachusetts
$182M +$27.4M +18% 2.21% 95.9% 33 27.27%