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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
ATWA
4701
Arbor Trust Wealth Advisors
Michigan
$116M +$4.93M +4% 8.74% 52.8% 88 12.5%
GCM
4702
Gunderson Capital Management
South Carolina
$116M -$8.75M -7% 19.4% 947% 61 44.26%
PM
4703
Penbrook Management
New York
$115M +$13.7M +13% 15.4% 103% 107 9.35%
C
4704
Clearshares
New York
$115M -$9.78M -8% 4.26% 37 13.51%
GFPC
4705
Global Financial Private Client
Florida
$115M +$268K +0.2% 7.38% 90.4% 529 15.5%
SWG
4706
Summit Wealth Group
Vermont
$115M +$5.8M +5% 4.82% 38.4% 30 6.67%
BFA
4707
Beacon Financial Advisory
Ohio
$115M +$23.2M +25% 6.85% 53.5% 190 31.58%
BCM
4708
Birch Capital Management
Texas
$115M +$8.27M +8% 9.91% 46% 113 22.12%
JAM
4709
JLP Asset Management
New York
$115M -$9.97M -8% 2.83% 16.1% 29 0%
KCM
4710
Kendall Capital Management
Maryland
$115M +$10.5M +10% 7.25% 84.4% 130 14.62%
PFWA
4711
Paces Ferry Wealth Advisors
Georgia
$115M 12.4% 69.3% 1,322
CFN
4712
Cordasco Financial Network
Florida
$115M +$6.12M +6% 6.68% 31.1% 563 14.92%
FC
4713
Fusion Capital
South Carolina
$115M +$10.7M +10% 9.1% 73.5% 72 27.78%
PPWM
4714
PFG Private Wealth Management
Florida
$115M +$8.52M +8% 4.53% 48.3% 50 20%
GIM
4715
Guardian Investment Management
California
$115M +$4.36M +4% 6.54% 89.7% 57 7.02%
TCWM
4716
Total Clarity Wealth Management
Illinois
$115M +$5.67M +5% 7.94% 69.7% 139 20.14%
JP
4717
JNE Partners
United Kingdom
$115M +$35M +44% 12% 98.6% 6 33.33%
RCC
4718
Red Cedar Capital
Nebraska
$114M +$3.95M +4% 8.05% 43% 146 2.05%
PCM
4719
Pointe Capital Management
Michigan
$114M +$3.2M +3% 4.98% 57.6% 137 7.3%
MWM
4720
McNaughton Wealth Management
California
$114M +$6.33M +6% 3.7% 50.3% 50 10%
AWA
4721
Acorn Wealth Advisors
Michigan
$114M +$6.65M +6% 6.48% 42.9% 131 11.45%
ICMP
4722
Integrated Capital Management (Pennsylvania)
Pennsylvania
$114M +$3.16M +3% 4.12% 38.3% 54 14.81%
CWA
4723
Carolina Wealth Advisors
South Carolina
$114M +$10.5M +10% 10% 57.5% 237 25.32%
FPF
4724
First Pacific Financial
Washington
$114M 5.44% 48.5% 25
AGP
4725
Akaris Global Partners
New York
$114M +$15.2M +15% 5.45% 35% 30 60%