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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
LFPWM
5001
Leicht Financial Planning & Wealth Management
New Jersey
$154M +$6.94M +5% 5.89% 46.3% 25 24%
MWM
5002
Maltin Wealth Management
New Jersey
$154M +$11.6M +8% 4.76% 51.9% 108 16.67%
TC
5003
Tacita Capital
Ontario, Canada
$154M +$2.25M +1% 7.51% 72.3% 213 21.13%
APC
5004
Aristotle Pacific Capital
California
$154M +$982K +0.6% 6.05% 1.84% 22 4.55%
SSCM
5005
Summit Street Capital Management
New York
$154M +$20.3M +15% 26.6% 217% 36 13.89%
CWA
5006
Clearview Wealth Advisors
Oregon
$154M +$5.23M +4% 3.64% 45.2% 664 14.61%
WFAG
5007
Wescott Financial Advisory Group
Pennsylvania
$154M +$11.6M +8% 5.25% 55.5% 69 24.64%
CI
5008
Cordant Inc
Oregon
$154M +$26.9M +21% 5.22% 47% 92 43.48%
AIA
5009
Armor Investment Advisors
North Carolina
$154M +$12.4M +9% 6.66% 56.6% 169 9.47%
MFM
5010
Mohican Financial Management
Connecticut
$154M +$55.6M +56% 0% 0% 57 29.82%
TA
5011
Townsend & Associates
Colorado
$154M +$16.7M +12% 6.57% 54.1% 87 40.23%
TA
5012
TrueWealth Advisors
Alabama
$154M +$37.6M +32% 5.35% 58.5% 129 38.76%
CC
5013
Caxton Corporation
New Jersey
$154M -$6.48M -4% 5.84% 512% 74 47.3%
HLCM
5014
Hickory Lane Capital Management
New York
$154M +$37.3M +32% 11.2% 52 61.54%
V
5015
VeraBank
Texas
$154M +$11.7M +8% 7.79% 60.6% 111 4.5%
DC
5016
DPM Capital
Florida
$154M -$69.7M -31% 7.1% 110% 7 71.43%
RIP
5017
Rhino Investment Partners
Pennsylvania
$154M +$34.7M +29% 28.8% 110% 40 47.5%
OCM
5018
Orser Capital Management
Texas
$154M -$3.99M -3% 3.56% 122% 101 29.7%
CIA
5019
Cascade Investment Advisors
Oregon
$154M +$17.4M +13% 13.1% 71.4% 299 19.73%
NCM
5020
Next Capital Management
New York
$154M +$11.6M +8% 5.67% 61.3% 123 15.45%
IAMH
5021
IvyRock Asset Management (HK)
Hong Kong
$154M -$8.76M -5% 103% 76% 14 35.71%
FC
5022
Fusion Capital
South Carolina
$154M +$14.6M +11% 7.48% 100% 74 14.86%
KCM
5023
Knoll Capital Management
Florida
$153M +$6.81M +5% 10.3% 260% 41 29.27%
FNWM
5024
Financial Network Wealth Management
Utah
$153M +$25.7M +20% 2.83% 107 11.21%
ADMI
5025
Albert D. Mason Inc
Massachusetts
$153M +$9.31M +6% 9.58% 82% 153 9.8%