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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
KCM
4626
Kendall Capital Management
Maryland
$207M -$3.76M -2% 2.81% 84.4% 168 5.95%
EAM
4627
Exane Asset Management
France
$207M -$176M -46% 4.7% 77.5% 12 66.67%
GFPC
4628
Global Financial Private Client
Florida
$207M -$168K -0.1% 1.95% 90.4% 682 9.38%
OWM
4629
Olympus Wealth Management
Utah
$207M +$62.7M +44% 3.64% 43.1% 14 14.29%
MIM
4630
MTM Investment Management
South Carolina
$207M -$3.78M -2% 1.6% 71.7% 304 13.82%
SAM
4631
Selway Asset Management
$207M -$4.43M -2% 4.7% 36.5% 79 10.13%
DR
4632
Davis Rea
Ontario, Canada
$206M -$8.93M -4% 0.63% 50% 46 6.52%
MWM
4633
MorganRosel Wealth Management
Colorado
$206M +$633K +0.3% 0.12% 51.9% 99 29.29%
NIA
4634
NIA Impact Advisors
California
$206M +$17.7M +9% 5.95% 61 8.2%
WCG
4635
Weaver Consulting Group
California
$206M -$1.51M -0.7% 3.06% 50.5% 174 6.9%
SVGI
4636
Sozo Ventures GP II
California
$206M -$67.8M -25% 24.8% 38% 1 0%
BSA
4637
Bull Street Advisors
Georgia
$206M -$4.05M -2% 2% 41.9% 95 1.05%
AF
4638
Affiance Financial
Minnesota
$206M -$33.9M -14% 4.22% 50.1% 150 14%
HIM
4639
Harbour Investment Management
Washington
$206M -$13.8M -6% 2.95% 58.8% 78 6.41%
PCM
4640
Pinnbrook Capital Management
New York
$205M -$51.1M -20% 4.89% 730% 79 91.14%
PC
4641
Pecaut & Co
Iowa
$205M +$8.42M +4% 1.21% 65.2% 108 13.89%
OKSA
4642
O'Keefe Stevens Advisory
New York
$205M -$7.68M -4% 0.55% 216% 44 15.91%
GWM
4643
Graybill Wealth Management
Illinois
$205M -$15.5M -7% 1.26% 52 9.62%
MPCG
4644
Matrix Private Capital Group
New York
$205M -$6.39M -3% 2.26% 56% 271 9.23%
LD
4645
Lipe & Dalton
New York
$205M -$6.56M -3% 1.41% 89.6% 116 14.66%
AFM
4646
Abbot Financial Management
Massachusetts
$205M -$19.1M -9% 5.74% 80.5% 140 10%
MWM
4647
Marion Wealth Management
Pennsylvania
$205M -$6.22M -3% 3.63% 46% 99 4.04%
MMM
4648
Mendel Money Management
Illinois
$205M +$31.3M +18% 5.82% 55.5% 125 46.4%
C1AG
4649
Client 1st Advisory Group
Florida
$205M -$174K -0.1% 3.61% 57.4% 82 8.54%
SWM
4650
Sculati Wealth Management
Michigan
$205M -$2.31M -1% 1.06% 72.3% 122 7.38%