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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
MWM
4626
MBE Wealth Management
Wisconsin
$119M +$14M +13% 16.9% 60.9% 595 92.77%
HSWM
4627
Hubbell Strickland Wealth Management
Louisiana
$119M +$20.3M +21% 17.1% 56.8% 61 9.84%
HCM
4628
Hall Capital Management
Rhode Island
$119M +$21M +21% 16% 81 11.11%
RWRC
4629
R.W. Roge & Company
New York
$119M +$21.4M +22% 15.8% 68.1% 37 24.32%
EM
4630
ELCO Management
New York
$119M +$23.2M +24% 27.4% 93% 126 11.9%
HMS
4631
Hanseatic Management Services
New Mexico
$119M +$24.8M +26% 33.2% 247 46.96%
CWA
4632
Clarus Wealth Advisors
Arizona
$119M +$18.7M +19% 23.5% 148 37.16%
CT
4633
Clearstead Trust
Maine
$119M +$8.14M +7% 21.8% 111% 184 14.13%
ADMI
4634
Albert D. Mason Inc
Massachusetts
$119M +$19.4M +20% 17.3% 82% 149 8.05%
WMA
4635
Wealth Management Associates
New Jersey
$119M +$19.6M +20% 21.8% 111% 155 24.52%
AFC
4636
AFT Forsyth & Company
Florida
$119M +$19.1M +19% 25.1% 135% 128 9.38%
SWM
4637
Sculati Wealth Management
Michigan
$119M +$27.6M +30% 21% 72.3% 108 14.81%
SJL
4638
Shayne & Jacobs LLC
Tennessee
$118M -$7.02M -6% 7.84% 73.4% 32 15.63%
WC
4639
Weil Company
California
$118M +$12M +11% 21.5% 60.7% 105 15.24%
HCM
4640
Hutner Capital Management
Vermont
$118M +$8.79M +8% 9.28% 52.2% 41 4.88%
SHA
4641
Seneca House Advisors
Virginia
$118M +$23.7M +25% 21.2% 58.2% 69 8.7%
FMTCOCP
4642
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$118M +$16.7M +16% 17% 60.9% 305 11.15%
CASB
4643
Cape Ann Savings Bank
Massachusetts
$118M 18% 72.7% 86
RSC
4644
Red Spruce Capital
Pennsylvania
$118M +$21.7M +23% 23.3% 93.3% 92 16.3%
SCG
4645
Siris Capital Group
New York
$118M +$46.4M +65% 53.2% 2 50%
PFA
4646
Plotkin Financial Advisors
Maryland
$118M +$35.3M +43% 30.2% 95.3% 65 21.54%
RCM
4647
Raging Capital Management
New Jersey
$118M -$14.5M -11% 13.2% 6.41% 24 58.33%
AA
4648
Altman Advisors
Illinois
$118M +$9.95M +9% 27.4% 127% 77 12.99%
EAM
4649
Eukles Asset Management
Ohio
$118M +$21.5M +22% 23.3% 77.2% 161 5.59%
SFPG
4650
Stonebridge Financial Planning Group
Florida
$117M +$17.1M +17% 21.1% 67.2% 431 12.3%