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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
WWM
4701
Wiser Wealth Management
Georgia
$205M +$17.1M +9% 4.94% 46.7% 32 15.63%
FAM
4702
Fulcrum Asset Management
United Kingdom
$205M +$2.28M +1% 12.5% 212 0%
ACM
4703
Axar Capital Management
New York
$205M -$20.8M -9% 7.66% 680% 3 0%
SI
4704
Sora Investors
Pennsylvania
$205M 13.3% 94.3% 22
LSA
4705
Lion Street Advisors
Texas
$204M +$19.1M +10% 10.3% 38% 161 12.42%
PA
4706
Paragon Advisors
Texas
$204M -$1.49M -0.7% 10.8% 77.8% 77 31.17%
JAM
4707
JLP Asset Management
New York
$204M +$23.1M +13% 19.6% 16.1% 31 0%
WDG
4708
Wealth Dimensions Group
Ohio
$204M +$47.9M +31% 8.46% 57.1% 134 5.22%
AAM
4709
Augustine Asset Management
Florida
$204M +$16.4M +9% 7.1% 344% 100 16%
OWIM
4710
Old West Investment Management
California
$204M -$179M -47% 4.04% 235% 61 26.23%
BCM
4711
Breiter Capital Management
Florida
$204M +$28.9M +17% 14.5% 109% 147 15.65%
AWM
4712
Accel Wealth Management
Iowa
$204M +$49.2M +32% 6.58% 77.4% 952 13.34%
CCM
4713
Carmel Capital Management
California
$204M 11.9% 265% 38
MUMSS
4714
Mitsubishi UFJ Morgan Stanley Securities
Japan
$204M +$95.8M +89% 5.41% 154 37.66%
SFP
4715
Strategic Financial Partners
Oregon
$204M +$17.6M +9% 6.14% 43% 69 5.8%
EE
4716
EWG Elevate
California
$204M -$38.3M -16% 6.33% 76% 106 37.74%
AFM
4717
Andesa Financial Management
Pennsylvania
$204M +$19.6M +11% 10.2% 73.6% 150 10%
AFA
4718
Abacus FCF Advisors
Florida
$203M -$2.63M -1% 13.8% 142% 140 17.14%
AIM
4719
Aspen Investment Management
Michigan
$203M +$14.1M +7% 7.37% 84.9% 145 8.28%
CPC
4720
Congress Park Capital
New York
$203M +$7.5M +4% 5.72% 95.6% 154 20.13%
1CM
4721
1492 Capital Management
Wisconsin
$203M +$5.23M +3% 5.75% 187% 128 35.16%
PBO
4722
Peoples Bank (Ohio)
Ohio
$203M +$14.9M +8% 7.1% 71.7% 133 12.78%
HBCM
4723
Heron Bay Capital Management
Michigan
$203M +$9.05M +5% 7.72% 50.9% 76 15.79%
AAG
4724
Avalon Advisory Group
Pennsylvania
$203M -$19.2M -9% 4.7% 33.8% 10 0%
GMEI
4725
Global Media & Entertainment Investments
Bahamas
$203M 0% 0% 1