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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
WC
4551
Weil Company
California
$192M -$5.71M -3% 1.03% 51.9% 154 14.94%
IMA
4552
Investment Management Associates
Colorado
$192M -$99K -0.1% 5.09% 49.5% 55 1.82%
SCM
4553
Stonehearth Capital Management
Massachusetts
$192M -$11.1M -5% 3.04% 80.7% 69 10.14%
RWM
4554
Reston Wealth Management
Virginia
$192M -$7.82M -4% 0.6% 60.7% 57 7.02%
SCP
4555
Seafarer Capital Partners
California
$192M -$15.6M -8% 6.9% 76.2% 4 0%
DA
4556
Dash Acquisitions
California
$192M +$16.4M +9% 1.19% 61.3% 41 24.39%
SWP
4557
ShoreHaven Wealth Partners
New Jersey
$192M +$5.86M +3% 0.84% 63.8% 55 14.55%
JWM
4558
Jeppson Wealth Management
California
$192M +$8.46M +5% 0.72% 77.2% 158 6.96%
PKC
4559
Palmer Knight Company
Florida
$192M +$9.66M +5% 1.23% 58% 29 10.34%
WS
4560
Wela Strategies
Georgia
$192M -$55.2M -22% 0.73% 51.3% 46 8.7%
MS
4561
Marshall & Sullivan
Washington
$192M +$11.4M +6% 0.24% 82% 41 7.32%
APWA
4562
Atlas Private Wealth Advisors
New Jersey
$191M +$6.66M +4% 1.51% 51.6% 837 11.59%
SAM
4563
Stewart Asset Management
New York
$191M -$2.35M -1% 0.16% 42.5% 30 6.67%
ACM
4564
Allred Capital Management
Texas
$191M -$11.1M -5% 0.44% 58.6% 186 7.53%
GI
4565
GS Investments
Minnesota
$191M +$118M +160% 0.36% 77.6% 147 55.1%
LP
4566
Lexington Partners
New York
$191M -$19.6M -9% 3.84% 53.9% 6 66.67%
CSWG
4567
Cardinal Strategic Wealth Guidance
Kentucky
$191M +$803K +0.4% 0.16% 53.4% 68 5.88%
NERM
4568
New England Research & Management
Illinois
$191M -$2.44M -1% 1.34% 56.4% 197 24.87%
DS
4569
Dalal Street
Texas
$191M -$86.9M -31% 18.4% 155% 3 0%
LCH
4570
Lee Capital Holdings
New York
$191M -$7.96M -4% 1.33% 34.4% 77 46.75%
VBFG
4571
Vishria Bird Financial Group
Tennessee
$191M -$12.6M -6% 1.74% 74.3% 66 18.18%
TWM
4572
Titus Wealth Management
California
$190M +$5.92M +3% 1.13% 26.6% 172 18.6%
MPCG
4573
Matrix Private Capital Group
New York
$190M +$7.64M +4% 1.16% 56% 258 10.47%
PCMK
4574
Paragon Capital Management (Kansas)
Kansas
$190M -$10.2M -5% 0.19% 75.8% 68 20.59%
TL
4575
TowerView LLC
New York
$190M +$24M +14% 6.43% 23.3% 33 15.15%