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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
CCM
4901
Carmel Capital Management
California
$246M -$18.4M -7% 4.51% 265% 26 3.85%
HCM
4902
Heathbridge Capital Management
Ontario, Canada
$246M -$5.06M -2% 3.95% 58.7% 29 0%
BOC
4903
Barbara Oil Co
Illinois
$246M +$4.99M +2% 3.3% 76.9% 76 1.32%
DFG
4904
Dupree Financial Group
Kentucky
$246M +$27.3M +12% 3.9% 76 22.37%
IPA
4905
Investment Planning Advisors
Georgia
$246M +$17.1M +7% 2.98% 73 17.81%
WAOTB
4906
Wealth Advisors of Tampa Bay
Florida
$246M +$12.5M +5% 1.18% 86.2% 152 44.74%
RCM
4907
Robinson Capital Management
Michigan
$246M -$1.78M -0.7% 0.43% 7.8% 127 35.43%
CRI
4908
Commonwealth Retirement Investments
Virginia
$246M +$3.12M +1% 1.26% 84.4% 106 16.98%
MC
4909
Mathes Company
New York
$246M -$28.2M -10% 4.28% 121% 128 7.03%
BWL
4910
Beacon Wealthcare LLC
North Carolina
$246M -$665K -0.3% 1.78% 42% 26 19.23%
VAM
4911
Verity Asset Management
North Carolina
$246M +$68.3M +38% 2.21% 79.7% 221 30.77%
PC
4912
Prairiewood Capital
North Dakota
$246M +$11.7M +5% 0.9% 43% 79 5.06%
WCM
4913
Weik Capital Management
Pennsylvania
$246M -$115K -0% 2.83% 66.9% 94 4.26%
EWA
4914
Encompass Wealth Advisors
Oregon
$246M -$1.97M -0.8% 1.98% 63.2% 102 4.9%
SAM
4915
Stenahm Asset Management
Guernsey
$246M 4.5% 28
IIA
4916
ICW Investment Advisors
Arizona
$245M +$5.87M +2% 2.67% 50.1% 140 0.71%
BFS
4917
Burkett Financial Services
South Carolina
$245M +$862K +0.4% 1.04% 263 17.87%
RLIM
4918
Red Lighthouse Investment Management
New York
$245M -$7.42M -3% 2.71% 63.4% 113 7.96%
GRIM
4919
Greenhaven Road Investment Management
Connecticut
$245M -$380M -61% 8.99% 70.2% 22 31.82%
KA
4920
Kercheville Advisors
Texas
$245M -$12.4M -5% 4.79% 240% 105 25.71%
CL
4921
CRCM LP
California
$245M -$646K -0.3% 8.97% 7 28.57%
ITB
4922
Idaho Trust Bank
Idaho
$245M +$46.8M +24% 0.18% 47.5% 106 35.85%
PCM
4923
Presidio Capital Management
California
$245M +$58.5M +31% 0.58% 56.1% 87 33.33%
LFA
4924
LifeGuide Financial Advisors
Pennsylvania
$245M +$11.9M +5% 1.72% 31% 44 13.64%
KCM
4925
Kaye Capital Management
California
$245M +$24.5M +11% 1.22% 47 23.4%