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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 Avg Holding
Period (Yrs)
WA1
4676
Wimmer Associates 1
California
$125M +$10.2M +9% 8.39% 78.9% 105 6.67% 3.3
MPW
4677
Monterey Private Wealth
California
$125M – – 5.47% 29.8% 81 – 0
MC
4678
Miles Capital
Iowa
$125M +$3.32M +3% 7.54% 15.4% 204 22.06% 1.7
NCM
4679
Niemann Capital Management
Nevada
$125M -$13.4M -10% 3.88% 103% 66 86.36% 0.1
CCP
4680
Cunning Capital Partners
North Carolina
$124M – – 8.55% 268% 1 – 0
POIA
4681
Pin Oak Investment Advisors
Texas
$124M +$2.45M +2% 6.35% 62.7% 424 11.08% 1.6
SSCM
4682
Summit Street Capital Management
New York
$124M -$18.3M -13% 17% 217% 31 12.9% 2.2
FRM
4683
Fox Run Management
Connecticut
$124M +$14.4M +13% 9.22% 64% 601 83.36% 0.1
PMAM
4684
Penn Mutual Asset Management
Pennsylvania
$124M -$24.1M -16% 3.12% 28.7% 32 34.38% 0.7
MSWM
4685
Mader & Shannon Wealth Management
Missouri
$124M -$2.11M -2% 2.42% 53.1% 23 30.43% 0.8
FSG
4686
Financial Strategies Group
Michigan
$124M – – 4.72% 44.9% 47 – 0
OWP
4687
Old Well Partners
North Carolina
$124M – – 20.4% 97.8% 31 – 0
TAM
4688
Townsend Asset Management
North Carolina
$124M – – 7.55% 77% 198 – 0
SCP
4689
Stamos Capital Partners
California
$124M +$11.5M +10% 6.1% 36.7% 62 48.39% 0.6
LFS
4690
Legacy Financial Strategies
Kansas
$124M +$11.6M +10% 7.49% 76.7% 67 10.45% 1.4
ABP
4691
Arthur B. Page
$124M +$4.83M +4% 7.7% 40.4% 61 3.28% 4.6
HSWM
4692
Hubbell Strickland Wealth Management
Louisiana
$124M +$8.28M +7% 6.12% 56.8% 58 5.17% 0.2
V
4693
VeraBank
Texas
$124M +$12.7M +11% 7.63% 60.6% 102 13.73% 0.8
SFWC
4694
Strategic Family Wealth Counselors
New Jersey
$124M -$8.43M -6% 5.54% 72.3% 73 16.44% 0.8
SAM
4695
Seelaus Asset Management
New Jersey
$124M +$9.35M +8% 9.67% 134% 183 19.13% 1.3
TPW
4696
Tiller Private Wealth
Pennsylvania
$124M +$6.5M +6% 6.95% 53.5% 43 18.6% 2.3
WC
4697
Westhampton Capital
North Carolina
$123M +$3.85M +3% 8.56% 95.6% 113 6.19% 0.5
IIA
4698
ICW Investment Advisors
Arizona
$123M – – 4.99% 50.1% 185 – 0
RCA
4699
Ranch Capital Advisors
Florida
$123M +$30M +32% 5.52% 92.6% 961 77.94% 0.1
PCM
4700
Peak Capital Management
Colorado
$123M -$26.2M -18% 2.23% 9.52% 25 28% 1.8