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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
ACM
4676
ACT Capital Management
Pennsylvania
$195M 20.6% 117
LF
4677
Lantz Financial
Illinois
$195M +$18.8M +11% 6.27% 67.1% 148 12.16%
WW
4678
Westshore Wealth
California
$194M +$19.2M +11% 8.56% 58.8% 152 15.13%
OCM
4679
Orser Capital Management
Texas
$194M +$40.6M +26% 11.1% 122% 99 19.19%
CFGF
4680
Compass Financial Group (Florida)
Florida
$194M +$17.8M +10% 4.95% 44.1% 32 9.38%
MCG
4681
MACRO Consulting Group
New Jersey
$194M +$9.22M +5% 5.43% 107 9.35%
TWM
4682
TriaGen Wealth Management
California
$194M +$20.2M +12% 8.1% 113% 200 25.5%
OMC
4683
Oak Management Corp
Connecticut
$194M -$59.3M -23% 0% 96.4% 3 100%
MSWM
4684
Mader & Shannon Wealth Management
Missouri
$194M +$23.2M +14% 5.24% 53.1% 26 3.85%
IAMH
4685
IvyRock Asset Management (HK)
Hong Kong
$194M +$40.3M +26% 3.14% 76% 14 28.57%
AAM
4686
Augustine Asset Management
Florida
$194M +$4.03M +2% 5.99% 344% 97 21.65%
GFS
4687
GYL Financial Synergies
Connecticut
$194M +$12M +7% 8.05% 36% 187 7.49%
SAM
4688
Stewart Asset Management
New York
$194M +$37.3M +24% 13.8% 42.5% 28 7.14%
NG
4689
NatWest Group
United Kingdom
$194M -$13.7M -7% 8.46% 207% 69 15.94%
NERM
4690
New England Research & Management
Illinois
$193M +$10.9M +6% 5.61% 56.4% 197 28.43%
KAM
4691
Karani Asset Management
New York
$193M +$23.5M +14% 17.3% 46 17.39%
FNBOH
4692
First National Bank of Hutchinson
Kansas
$193M -$8.71M -4% 7.36% 121% 137 10.95%
MWM
4693
MBE Wealth Management
Wisconsin
$193M +$8.89M +5% 6.06% 60.9% 70 28.57%
C1AG
4694
Client 1st Advisory Group
Florida
$193M +$18.2M +10% 4.92% 57.4% 78 17.95%
CAM
4695
Centre Asset Management
New York
$193M -$24.3M -11% 8.86% 45.3% 68 19.12%
PL
4696
Polianta Ltd
Jersey
$193M +$12.3M +7% 4.61% 31.6% 123 94.31%
EAM
4697
Exos Asset Management
New York
$193M +$65.3M +51% 1.07% 940 65.53%
SC
4698
Serenity Capital
California
$193M -$222M -54% 2.12% 6 33.33%
CWA
4699
Clarity Wealth Advisors
California
$193M +$17.2M +10% 8.44% 85.1% 59 5.08%
TA
4700
Trellis Advisors
Washington
$193M +$14.1M +8% 6.78% 23.3% 77 2.6%