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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
PCM
4651
Pointe Capital Management
Michigan
$119M +$1.07M +0.9% 5.05% 57.6% 141 6.38%
SIC
4652
Samalin Investment Counsel
New York
$119M 6.19% 53.5% 561
CWA
4653
Clarity Wealth Advisors
California
$119M 10.9% 85.1% 64
ICMP
4654
Integrated Capital Management (Pennsylvania)
Pennsylvania
$119M +$5.55M +5% 4.71% 38.3% 38 18.42%
AWA
4655
Acorn Wealth Advisors
Michigan
$119M +$2.44M +2% 4.54% 42.9% 126 5.56%
OFG
4656
OmniStar Financial Group
North Carolina
$119M +$4.29M +4% 7.52% 60.9% 119 18.49%
AWM
4657
Adams Wealth Management
Utah
$119M 7.81% 75.6% 92
DI
4658
Disciplined Investments
Oklahoma
$119M 5.03% 41.9% 441
FVSAZ
4659
Flossbach von Storch AG Zurich
Switzerland
$118M +$28.4M +32% 11.3% 21 14.29%
KOMWMG
4660
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$118M 4.92% 60.2% 109
CB
4661
CNB Bank
Pennsylvania
$118M +$10.1M +9% 8.79% 79.1% 418 12.68%
KLCM
4662
KG&L Capital Management
Louisiana
$118M +$7.64M +7% 6.66% 69.6% 101 15.84%
BCP
4663
Berylson Capital Partners
Massachusetts
$118M +$78.3M +197% 20.7% 57.7% 43 72.09%
GCM
4664
Glaxis Capital Management
Florida
$118M +$3.3M +3% 10.4% 83.9% 37 70.27%
CI
4665
Cordant Inc
Oregon
$118M 4.18% 47% 222
CFG
4666
CMC Financial Group
Georgia
$118M +$42M +56% 7.02% 71.8% 54 68.52%
BFA
4667
Brendel Financial Advisors
New Hampshire
$118M +$6.31M +6% 7.03% 110% 96 33.33%
AP
4668
AlpInvest Partners
Netherlands
$118M +$36.3M +45% 7.3% 97.5% 29 27.59%
MWC
4669
MKD Wealth Coaches
Michigan
$118M +$21.3M +22% 6.23% 53 13.21%
SC
4670
Spinnaker Capital
Massachusetts
$117M -$15.1M -11% 13.7% 12.4% 2 0%
1W
4671
1776 Wealth
Georgia
$117M 9.03% 87.4% 336
SC
4672
Steph & Co
Wisconsin
$117M 6.84% 56.8% 256
GCA
4673
Genesee Capital Advisors
New York
$117M +$9.42M +9% 6.71% 71.5% 74 14.86%
EI
4674
EDMP Inc
Florida
$117M +$4.82M +4% 8.67% 68.1% 53 5.66%
FDS
4675
First Dallas Securities
Texas
$117M +$4.38M +4% 7.89% 134% 93 18.28%