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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
CHA
4626
Carmichael Hill & Associates
Maryland
$170M +$19.4M +13% 14.2% 39.7% 773 9.31%
SAM
4627
Secure Asset Management
Michigan
$170M +$23.9M +16% 14.9% 86.5% 161 17.39%
PBO
4628
Peoples Bank (Ohio)
Ohio
$170M +$22.6M +15% 16.1% 71.7% 104 9.62%
GCC
4629
Game Creek Capital
Massachusetts
$170M +$36.7M +28% 17.2% 176% 65 29.23%
IC
4630
Innealta Capital
Texas
$170M +$16.1M +10% 13.6% 63.7% 46 21.74%
RDWM
4631
Red Door Wealth Management
Tennessee
$170M +$33.9M +25% 12% 100% 110 10.91%
LCH
4632
Lee Capital Holdings
New York
$170M -$1.33M -0.8% 11.9% 34.4% 95 55.79%
IGYL
4633
I.G.Y. Ltd
United Kingdom
$170M +$8.33M +5% 5.21% 81.2% 3 0%
RBFC
4634
Roman Butler Fullerton & Co
Missouri
$169M +$16.5M +11% 12.9% 121% 180 20.56%
JAWM
4635
J. Arnold Wealth Management
Ohio
$169M +$34.7M +26% 9.99% 46.2% 96 36.46%
DL
4636
DOHJ LLC
Washington
$169M +$9.59M +6% 8.95% 51.5% 84 8.33%
ZR
4637
Zeno Research
New York
$169M 17.8% 25.2% 25
KOMWMG
4638
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$169M +$33M +24% 11.1% 60.2% 124 12.1%
EW
4639
Emerson Wealth
Michigan
$169M +$20.9M +14% 16.4% 18.1% 22 0%
WBC
4640
West Branch Capital
Massachusetts
$169M +$12.5M +8% 11.3% 139% 93 16.13%
QC
4641
Quantedge Capital
Singapore
$169M 22.1% 110% 107
KAM
4642
Karani Asset Management
New York
$169M +$20.1M +13% 24.7% 65 27.69%
KJWM
4643
Kiley Juergens Wealth Management
Washington
$169M +$32.3M +24% 14.2% 106% 53 16.98%
PK
4644
Pflug Koory
Nebraska
$169M +$20.9M +14% 15% 435 9.2%
CPC
4645
Congress Park Capital
New York
$169M +$7.38M +5% 18.3% 95.6% 119 23.53%
AIM
4646
Aspen Investment Management
Michigan
$169M +$18.9M +13% 12.9% 84.9% 136 11.03%
JCM
4647
Jacobsen Capital Management
Utah
$169M +$25.5M +18% 14.1% 86.7% 59 5.08%
DCM
4648
Dean Capital Management
Kansas
$169M +$71.6M +74% 21.6% 89.7% 154 28.57%
VAM
4649
Velanne Asset Management
United Kingdom
$169M +$33.8M +25% 30.7% 29.6% 20 15%
NEGWA
4650
New England Guild Wealth Advisors
Connecticut
$169M +$25.4M +18% 11.8% 6.04% 61 13.11%