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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
CFC
5001
Client First Capital
California
$136M +$6.28M +5% 4.34% 49.6% 24 16.67%
HWM
5002
Horizon Wealth Management
Illinois
$136M -$105M -43% 3.35% 82.8% 114 40.35%
STC
5003
Sarah T. Connolly
$136M -$10.5M -7% 5% 35% 97 7.22%
WCM
5004
W Capital Management
New York
$136M -$41.7M -23% 31.9% 6 33.33%
MECA
5005
Miller Equity Capital Advisors
Texas
$136M +$19.2M +16% 3.23% 23.7% 49 2.04%
SIC
5006
Samalin Investment Counsel
New York
$136M -$5.55M -4% 5.72% 62.8% 246 12.6%
MWM
5007
McNaughton Wealth Management
California
$136M -$5.21M -4% 5.43% 50.3% 55 7.27%
MIM
5008
Moseley Investment Management
Florida
$136M -$7.08M -5% 3.25% 96.6% 155 13.55%
HGM
5009
Highside Global Management
Texas
$136M -$37.4M -22% 6.76% 11.1% 19 31.58%
AW
5010
Alaethes Wealth
Nevada
$136M +$1.16M +0.9% 3.4% 80.5% 106 11.32%
EVC
5011
Eidelman Virant Capital
Missouri
$136M -$2.99M -2% 4.78% 46.2% 193 12.95%
TC
5012
Toews Corporation
New Jersey
$136M -$14.1M -9% 6.28% 14.4% 118 21.19%
BMCM
5013
Burns Matteson Capital Management
New York
$136M -$6.31M -4% 5.79% 144% 151 44.37%
BCM
5014
BlueMar Capital Management
Florida
$136M -$13M -9% 0.23% 27.4% 35 11.43%
AWMT
5015
AAFMAA Wealth Management & Trust
North Carolina
$136M -$12.5M -8% 5.41% 58.8% 66 33.33%
LWP
5016
Laurel Wealth Planning
Minnesota
$136M -$6.26M -4% 6.54% 41.6% 259 17.37%
DP
5017
Divergent Planning
Maryland
$136M -$3.35M -2% 5.23% 43.3% 23 26.09%
MAWCM
5018
Mine & Arao Wealth Creation & Management
California
$136M -$6.57M -5% 4.99% 92% 353 11.05%
GIM
5019
Growth Interface Management
Florida
$136M +$36.1M +36% 0.05% 12% 10 20%
GWCM
5020
Godshalk Welsh Capital Management
Pennsylvania
$135M -$3.81M -3% 4.37% 54.7% 123 11.38%
LFA
5021
Level Financial Advisors
New York
$135M -$376K -0.3% 4.78% 41.5% 366 31.69%
MPPW
5022
Mitchell & Pahl Private Wealth
Oklahoma
$135M -$8.55M -6% 6.38% 75.2% 157 3.82%
SFG
5023
Steward Financial Group
Texas
$135M +$15M +12% 4.64% 1,500 97.13%
EFIC
5024
Eliot Finkel Investment Counsel
California
$135M -$2.84M -2% 4.25% 55.2% 34 23.53%
LA
5025
Lindenwold Advisors
Pennsylvania
$135M -$5.51M -4% 3.83% 75% 112 8.04%