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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
LBWM
4801
Left Brain Wealth Management
Illinois
$265M +$49.8M +23% 18.2% 357% 104 35.58%
CCM
4802
Carmel Capital Management
California
$265M -$1.91M -0.7% 5.84% 265% 28 7.14%
RM
4803
Radcliff Management
New York
$265M +$79.8M +43% 43.2% 47.6% 1 0%
PA
4804
Pineridge Advisors
Missouri
$265M +$371K +0.1% 1.5% 693 20.92%
MCF
4805
MKA Charitable Fund
California
$265M +$9.04M +4% 3.63% 1 0%
RF
4806
Robinswood Financial
Washington
$264M -$4.46M -2% 2.44% 38.8% 367 7.08%
AW
4807
Atlas Wealth
Ohio
$264M +$32.6M +14% 1.3% 43.5% 101 24.75%
FMTCOCP
4808
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$264M +$4.72M +2% 1.16% 60.9% 397 7.81%
SCI
4809
Silver Coast Investments
United States
$264M -$7.17M -3% 3.43% 110 18.18%
CPIM
4810
Coalescence Partners Investment Management
New York
$264M +$41M +18% 0.42% 17 17.65%
OFG
4811
Omega Financial Group
California
$264M +$395K +0.1% 1.42% 45.2% 83 6.02%
ACM
4812
Aubrey Capital Management
United Kingdom
$264M +$4.83M +2% 8.46% 296% 69 39.13%
RCS
4813
Retirement Capital Strategies
California
$264M +$8.48M +3% 2.17% 59% 93 47.31%
PVM
4814
Palogic Value Management
Texas
$264M -$30.1M -10% 3.81% 31.3% 194 18.04%
JA
4815
JVL Associates
Michigan
$264M +$4.46M +2% 2.48% 73.3% 58 8.62%
AWM
4816
Accel Wealth Management
Iowa
$264M -$4.85M -2% 2.57% 77.4% 269 11.52%
SCM
4817
Segra Capital Management
Florida
$264M +$7.27M +3% 0.61% 37.2% 12 50%
GTAM
4818
Global Trust Asset Management
Florida
$264M -$6.23M -2% 2.88% 168% 551 17.06%
GWM
4819
Gray Wealth Management
Maine
$264M +$10.3M +4% 1.2% 22.1% 143 9.09%
HS
4820
Horan Securities
United States
$264M +$4.26M +2% 0.71% 50.1% 143 11.89%
VIM
4821
Vista Investment Management
Pennsylvania
$264M -$1.76M -0.7% 0.23% 54.4% 180 5%
G
4822
Gainplan
Michigan
$263M +$51.9M +25% 3.86% 93.3% 76 43.42%
TFA
4823
Trinity Financial Advisors
Ohio
$263M +$39.9M +18% 0.27% 69.5% 89 10.11%
TPW
4824
Transatlantique Private Wealth
New York
$263M +$1.53M +0.6% 2.65% 89% 222 15.32%
CW
4825
Cabot-Wellington
Massachusetts
$263M -$2.91M -1% 0.23% 65% 4 0%