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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
ITIM
4526
Indiana Trust & Investment Management
Indiana
$302M +$26.2M +9% 12.3% 104% 497 8.65%
FP
4527
Fiduciary Planning
Florida
$302M -$1.2M -0.4% 10.4% 65.5% 80 10%
MWM
4528
Manske Wealth Management
Texas
$302M +$37.6M +14% 5.83% 200 11%
NFGCM
4529
Norman Fields Gottscho Capital Management
New York
$302M +$5.05M +2% 3.53% 94% 65 12.31%
ACM
4530
Anfield Capital Management
California
$302M +$31.3M +12% 11.5% 65.2% 542 18.08%
OAM
4531
Oxford Asset Management
United Kingdom
$302M +$83.5M +38% 11.3% 829 82.75%
MWM
4532
McMill Wealth Management
Nebraska
$302M +$24.5M +9% 5.36% 50 0%
GCM
4533
Goldstream Capital Management
Hong Kong
$302M +$76.6M +34% 35.3% 403% 56 23.21%
LI
4534
LHM Inc
Utah
$302M +$137K +0% 7.9% 25 24%
SCS
4535
Syquant Capital SAS
France
$302M +$161M +114% 16% 176% 25 84%
FFA
4536
Florida Financial Advisors
Florida
$302M +$48M +19% 14.7% 282 21.63%
RGC
4537
Redwood Grove Capital
California
$301M +$22.5M +8% 10.1% 56.7% 24 12.5%
LWA
4538
Lifelong Wealth Advisors
Minnesota
$301M +$88M +41% 10.3% 82 20.73%
ECAM
4539
East Coast Asset Management
Massachusetts
$301M +$19.1M +7% 13.9% 142% 73 10.96%
NC
4540
Nokomis Capital
Texas
$301M +$20.1M +7% 11.7% 204% 62 27.42%
TPC
4541
Tiger Pacific Capital
New York
$301M +$23.6M +9% 6.61% 69.6% 11 36.36%
PC
4542
Pecaut & Co
Iowa
$301M +$7.33M +2% 3.64% 65.2% 84 10.71%
PWMG
4543
Private Wealth Management Group
New Jersey
$301M +$30M +11% 8.53% 1,624 17.24%
WIM
4544
WIM Investment Management
Hong Kong
$301M +$61.3M +26% 30.5% 21 42.86%
BFS
4545
BridgePort Financial Solutions
Iowa
$301M +$79.2M +36% 8.67% 202 23.27%
VBFG
4546
Vishria Bird Financial Group
Tennessee
$301M +$6.5M +2% 8.76% 74.3% 94 17.02%
CCP
4547
Caden Capital Partners
California
$301M -$23.1M -7% 1.5% 8.24% 12 8.33%
FP
4548
FFG Partners
Florida
$301M +$57.8M +24% 28.8% 37 40.54%
BDFN
4549
Bond & Devick Financial Network
Minnesota
$301M +$25M +9% 5.79% 41.2% 178 11.8%
CWA
4550
CJM Wealth Advisers
Virginia
$300M +$17.3M +6% 9.49% 71.5% 73 13.7%