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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
WPEP
4801
Walnut Private Equity Partners
Nebraska
$85.9M -$60.1M -41% 31.8% 60.6% 23 8.7%
SCM
4802
Soleus Capital Management
Connecticut
$85.9M -$17.7M -17% 19.3% 508% 67 53.73%
SAM
4803
Scion Asset Management
California
$85.9M +$3.58M +4% 43.4% 1.91% 19 78.95%
PP
4804
Professional Planning
California
$85.8M -$29.6M -26% 15.5% 99.9% 39 17.95%
CS
4805
Capital Square
Tennessee
$85.8M -$19.1M -18% 26.7% 53.1% 315 62.86%
AMAL
4806
Asset Management Advisors LLC
Oklahoma
$85.7M -$41.6M -33% 28.2% 124% 22 13.64%
LW
4807
LLR Walnut
Pennsylvania
$85.6M -$21.1M -20% 19.4% 2 0%
KTM
4808
Keeler Thomas Management
Utah
$85.5M -$54.7M -39% 19.4% 46.1% 67 19.4%
ACWM
4809
Adams Chetwood Wealth Management
North Carolina
$85.5M -$12.3M -13% 21.6% 70 5.71%
ACM
4810
AREX Capital Management
New York
$85.4M -$65.3M -43% 36.9% 36.2% 11 36.36%
EIM
4811
Elephas Investment Management
Hong Kong
$85.3M +$2.07M +2% 5.67% 422% 20 100%
SL
4812
Savior LLC
Massachusetts
$85.3M +$10.4M +14% 9.7% 88.1% 967 15.72%
ACM
4813
Ategra Capital Management
Virginia
$85.2M -$34.1M -29% 22.2% 114% 98 26.53%
MIM
4814
Moseley Investment Management
Florida
$85.1M -$16.7M -16% 11.7% 96.6% 131 19.85%
PWG
4815
Private Wealth Group
Florida
$85.1M -$11M -11% 5.75% 48.2% 41 58.54%
IOOF
4816
Independent Order of Foresters
Ontario, Canada
$85.1M -$25.7M -23% 23% 66.3% 3 0%
GPFA
4817
Game Plan Financial Advisors
Ohio
$85M -$21.8M -20% 18.1% 105 20.95%
LWM
4818
Loveless Wealth Management
Montana
$84.9M -$31.1M -27% 21.6% 116 17.24%
EWP
4819
Engrave Wealth Partners
Texas
$84.9M -$19.1M -18% 17.6% 39.9% 494 20.45%
PHIMC
4820
Private Harbour Investment Management & Counsel
Ohio
$84.9M -$12.3M -13% 12.3% 82.6% 69 20.29%
BFA
4821
Brendel Financial Advisors
New Hampshire
$84.9M -$32.7M -28% 12.9% 126% 89 30.34%
BCM
4822
Breiter Capital Management
Florida
$84.8M -$7.41M -8% 16% 109% 120 41.67%
CWM
4823
Chicago Wealth Management
Illinois
$84.6M -$19.3M -19% 3% 134% 31 67.74%
RHDIC
4824
R.H. Dinel Investment Counsel
California
$84.5M -$28.5M -25% 16.9% 34.1% 48 8.33%
SAM
4825
Seelaus Asset Management
New Jersey
$84.5M -$39.2M -32% 18.6% 122% 176 31.25%