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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
MWM
4901
MBE Wealth Management
Wisconsin
$186M +$16.2M +10% 5.45% 60.9% 87 14.94%
CPP
4902
Capasso Planning Partners
South Carolina
$186M +$15.5M +9% 5.19% 51.6% 106 15.09%
HCM
4903
Highview Capital Management
Illinois
$186M +$12.6M +7% 6.08% 123% 103 13.59%
RSC
4904
Red Spruce Capital
Pennsylvania
$186M +$14.8M +9% 8.12% 93.3% 94 8.51%
WA
4905
Watchtower Advisors
Connecticut
$186M +$31.6M +21% 12.6% 384% 18 55.56%
OWM
4906
Olympus Wealth Management
Utah
$186M +$3.6M +2% 3.5% 43.1% 12 0%
VBFP
4907
Valtinson Bruner Financial Planning
Minnesota
$186M +$10.4M +6% 5.49% 36.2% 118 12.71%
HFG
4908
Heron Financial Group
New York
$186M +$4.19M +2% 5.03% 47.5% 147 5.44%
CSB
4909
City State Bank
Iowa
$185M +$10.5M +6% 4.72% 72.5% 725 8.69%
FGI
4910
Foresight Global Investors
New York
$185M +$45.8M +33% 2.68% 72.8% 44 31.82%
PFA
4911
Pinnacle Family Advisors
Missouri
$185M +$21M +13% 9.91% 85.8% 118 33.9%
BMWM
4912
Brown Miller Wealth Management
Virginia
$185M +$16.3M +10% 9.3% 102% 128 13.28%
FWM
4913
FSA Wealth Management
Massachusetts
$185M +$13M +8% 6.74% 50 16%
LCM
4914
Lunt Capital Management
Utah
$185M 0.79% 42% 79
SIC
4915
Sterling Investment Counsel
New York
$185M +$16.9M +10% 7.91% 82.8% 165 11.52%
FF
4916
Francis Financial
$185M +$37.5M +25% 5.2% 56.2% 49 20.41%
SIC
4917
Samalin Investment Counsel
New York
$185M +$19.2M +12% 5.01% 62.8% 296 18.24%
HPWA
4918
Hall Private Wealth Advisors
North Carolina
$185M -$6.96M -4% 7.15% 53 15.09%
CC
4919
CCMP Capital
New York
$185M -$356M -66% 9.64% 12.3% 2 50%
RM
4920
Rudius Management
New York
$185M +$22.1M +14% 15.4% 8.92% 5 0%
BC
4921
Bridgefront Capital
Texas
$185M +$20.9M +13% 4.65% 52.1% 721 84.74%
MRCM
4922
Mill Road Capital Management
Connecticut
$185M -$9.54M -5% 4.19% 85.1% 27 11.11%
UHC
4923
Union Heritage Capital
Michigan
$185M +$20.1M +12% 10% 82.1% 52 5.77%
KM
4924
Kabouter Management
Illinois
$184M +$49M +36% 1.02% 12.9% 16 43.75%
KCM
4925
Khrom Capital Management
Florida
$184M +$54.7M +42% 11.7% 35.6% 12 25%