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 Avg Holding
Period (Yrs)
PCM
4601
Puissance Capital Management
New York
$102M -$20.8M -17% 4.68% 116% 7 14.29% 1.1
LFPWM
4602
Leicht Financial Planning & Wealth Management
New Jersey
$102M +$5.09M +5% 1.39% 46.3% 48 12.5% 0.9
KSCM
4603
Kamunting Street Capital Management
Florida
$102M +$19.1M +23% 0.68% 7.47% 64 65.63% 0.6
XWM
4604
Xcel Wealth Management
Florida
$102M +$5.06M +5% 3.54% 93.7% 82 12.2% 0.4
LAM
4605
Lingohr Asset Management
Germany
$102M +$5.18M +5% 0.61% 141% 146 48.63% 1
VWA
4606
VERITY Wealth Advisors
United States
$102M +$3.81M +4% 2.87% 59.9% 50 2% 0.5
GIC
4607
Gantzert Investment Company
Illinois
$101M +$2.67M +3% 2.34% – 68 4.41% 0.5
IWA
4608
Independence Wealth Advisors
Virginia
$101M +$8.69M +9% 1.95% 34.1% 25 16% 1.2
TWM
4609
Titus Wealth Management
California
$101M -$12.1M -11% 3.04% 26.6% 106 19.81% 1
PMAM
4610
Penn Mutual Asset Management
Pennsylvania
$101M +$92.7M +1,062% 2.54% 28.7% 23 13.04% 0.6
FP
4611
FFL Partners
California
$101M +$9.35M +10% 10.2% 36.1% 1 0% 1.5
GB
4612
Gunma Bank
Japan
$101M +$1.88M +2% 1.93% 24.5% 9 0% 3.3
DAM
4613
Diamant Asset Management
Connecticut
$101M +$1.51M +2% 5.35% 66.9% 79 11.39% 1.3
CHA
4614
Carmichael Hill & Associates
Maryland
$101M +$4.23M +4% 3.48% 39.7% 112 5.36% 1.3
NC
4615
Naman Capital
Brazil
$101M +$21.2M +27% 2.83% 89.9% 18 27.78% 0.4
CMBA
4616
C.M. Bidwell & Associates
Hawaii
$100M +$194K +0.2% 5.8% 70.6% 483 39.34% 1
WMA
4617
Wealth Management Associates
New Jersey
$100M +$8.66M +9% 2.82% 111% 103 12.62% 0.4
HFP
4618
Holistic Financial Partners
Indiana
$100M -$137M -58% 2.27% 95.7% 168 54.76% 0.8
JCM
4619
Jacobsen Capital Management
Utah
$100M – – 3.87% 86.7% 61 – 0
CWM
4620
Capital Wealth Management
Rhode Island
$100M +$212K +0.2% 2.42% 46.7% 38 15.79% 1.2
HFA
4621
HC Financial Advisors
California
$100M +$4.86M +5% 4.33% 31.2% 45 2.22% 0.8
VBFG
4622
Vishria Bird Financial Group
Tennessee
$100M +$1.3M +1% 2.47% 74.3% 53 9.43% 0.8
MTB
4623
Mizuho Trust & Banking
Japan
$100M +$19.5M +24% 4.62% 36.1% 9 100% 0
SCP
4624
Stamos Capital Partners
California
$100M +$21.9M +28% 2.52% 36.7% 89 55.06% 0.4
GPA
4625
Garrison Point Advisors
California
$99.7M +$3.76M +4% 3.69% 81.5% 133 6.02% 0.5