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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
ZIMP
4726
Zimmermann Investment Management & Planning
Pennsylvania
$161M +$14.7M +10% 5.21% 31.6% 107 35.51%
EIA
4727
Eastover Investment Advisors
North Carolina
$161M -$3.42M -2% 4.43% 102% 46 4.35%
MMM
4728
Mendel Money Management
Illinois
$160M -$7.45M -4% 5.3% 75.4% 119 9.24%
ACM
4729
Allred Capital Management
Texas
$160M +$1.74M +1% 4.51% 73.5% 162 11.11%
FNWM
4730
Financial Network Wealth Management
Utah
$160M -$6.71M -4% 5.04% 95 8.42%
QPW
4731
Quantum Private Wealth
Florida
$160M -$9.62M -6% 2.8% 219% 197 13.2%
ECML
4732
Eagle Capital Management (Louisiana)
Louisiana
$160M -$8.1M -5% 4.96% 93.6% 41 12.2%
TCWM
4733
Total Clarity Wealth Management
Illinois
$160M -$33.3M -17% 5.09% 69.7% 1,055 79.53%
SL
4734
Sentinus LLC
Illinois
$160M 5.94% 114
AFC
4735
Adaptive Financial Consulting
Ohio
$160M -$1.63M -1% 5.14% 33.4% 16 0%
HIM
4736
Harbour Investment Management
Washington
$160M -$6.45M -4% 3.87% 58.8% 75 13.33%
AAG
4737
Avalon Advisory Group
Pennsylvania
$160M -$8.89M -5% 5.84% 41.4% 10 10%
OFS
4738
Oldfather Financial Services
Nebraska
$160M -$15.7M -9% 4.48% 60.8% 65 13.85%
CTC (Chicago Trading Company)
4739
CTC (Chicago Trading Company)
Illinois
$160M -$4.21M -3% 9.67% 192% 314 16.88%
LD
4740
Lipe & Dalton
New York
$159M -$11.4M -7% 6.11% 89.6% 104 7.69%
WWM
4741
WJ Wealth Management
Arizona
$159M +$18.7M +13% 3.14% 90.6% 56 23.21%
RCA
4742
Riverview Capital Advisers
Massachusetts
$159M -$21.4M -12% 2.94% 84.8% 81 9.88%
CCM
4743
Consolidated Capital Management
California
$159M -$7.51M -5% 4.73% 159% 72 48.61%
BWA
4744
Bordeaux Wealth Advisors
California
$159M +$14M +10% 2.78% 141% 93 23.66%
OMC
4745
Oak Management Corp
Connecticut
$159M +$13.2M +9% 63.4% 96.4% 4 25%
DI
4746
DAGCO Inc
Ohio
$159M -$34.9M -18% 5.08% 66.5% 97 11.34%
PE
4747
Platinum Equity
California
$159M +$18.2M +13% 3.02% 52.7% 8 12.5%
WG
4748
Watchman Group
Texas
$159M -$3.21M -2% 3.09% 52.9% 74 16.22%
CG
4749
Corundum Group
Colorado
$159M +$10.9M +7% 5.73% 80.5% 108 11.11%
SJL
4750
Shayne & Jacobs LLC
Tennessee
$159M -$9.65M -6% 4.98% 73.4% 35 0%