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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
CWA
4526
Centennial Wealth Advisory
Michigan
$275M +$20.2M +8% 1.2% 57.6% 153 12.42%
EW
4527
Evexia Wealth
Wisconsin
$275M -$19.9M -7% 1.39% 87.7% 76 2.63%
LCM
4528
Lunt Capital Management
Utah
$275M +$17.9M +7% 0.11% 42% 94 21.28%
WIC
4529
WealthBridge Investment Counsel
Alberta, Canada
$275M +$2.27M +0.8% 0.05% 92.5% 47 2.13%
PWM
4530
Proathlete Wealth Management
Florida
$274M +$8.85M +3% 3.99% 212 71.7%
SM
4531
Skaana Management
New York
$274M -$115M -30% 2.29% 168% 205 39.51%
JWM
4532
Jeppson Wealth Management
California
$273M -$2.52M -0.9% 0.58% 77.2% 214 10.75%
AW
4533
Alaethes Wealth
Nevada
$273M -$6.86M -2% 1.56% 80.5% 117 17.95%
CIC
4534
Chase Investment Counsel
Virginia
$273M -$38.4M -12% 2.13% 262% 154 33.77%
OAM
4535
Oak Asset Management
California
$273M +$2.49M +0.9% 1.76% 78% 105 6.67%
CFG
4536
Clayton Financial Group
Missouri
$273M -$4.8M -2% 2.63% 128 12.5%
KA
4537
Kooman & Associates
Pennsylvania
$273M -$3.7M -1% 1.12% 59.9% 53 22.64%
SC
4538
Schiavi & Co
Delaware
$273M +$16.4M +6% 3.94% 33% 42 14.29%
T
4539
Tidemark
California
$273M +$11.5M +4% 0.39% 713 14.03%
MW
4540
Marks Wealth
Maryland
$272M +$64.7M +31% 2.06% 169% 24 66.67%
PC
4541
Promethos Capital
Massachusetts
$272M -$10.8M -4% 1.33% 91 19.78%
PCM
4542
Pennsylvania Capital Management
Pennsylvania
$272M -$19.2M -7% 6.54% 70.6% 103 6.8%
SI
4543
Squadra Investments
Brazil
$272M +$60.5M +29% 24.1% 48.1% 3 0%
PPH
4544
Pure Portfolios Holdings
Oregon
$272M +$2.88M +1% 1.29% 109 13.76%
MP
4545
Marcho Partners
United Kingdom
$272M -$100M -27% 2.57% 112% 11 18.18%
LLWM
4546
Life Line Wealth Management
California
$272M -$8.54M -3% 6.03% 34 26.47%
LC
4547
LCNB Corp
Ohio
$272M -$2.65M -1% 1.46% 60.1% 187 5.35%
HKIM
4548
Hayek Kallen Investment Management
Alabama
$272M -$3.58M -1% 0.94% 68.5% 93 3.23%
CW
4549
Cabot-Wellington
Massachusetts
$271M +$8.29M +3% 1.89% 65% 5 20%
M2MC
4550
Matthew 25 Management Corp
Pennsylvania
$271M -$44.1M -14% 9.8% 122% 21 19.05%