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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
MIM
5001
Moseley Investment Management
Florida
$215M +$14M +7% 7.07% 96.6% 155 11.61%
CP
5002
Canopy Partners
Ohio
$215M +$10.7M +5% 4.03% 209 9.57%
CPM
5003
Crescent Park Management
California
$215M -$41.9M -16% 7.91% 89.3% 32 21.88%
SFS
5004
Solitude Financial Services
Virginia
$215M -$1.98M -0.9% 0.52% 55.4% 38 13.16%
WIP
5005
WealthCare Investment Partners
Rhode Island
$215M +$8.28M +4% 1.01% 47.9% 138 7.25%
HPM
5006
Hoxton Planning & Management
West Virginia
$215M +$6.03M +3% 4.12% 70.1% 170 10.59%
IWN
5007
Independent Wealth Network
Iowa
$215M +$1.46M +0.7% 1.61% 75.1% 233 12.45%
EGP
5008
Emergence GP Partners
California
$215M -$51.6M -19% 18.8% 3 0%
BTIM
5009
BancFirst Trust & Investment Management
Oklahoma
$215M +$2.5M +1% 0.17% 44.9% 58 24.14%
ICM
5010
IMS Capital Management
Oregon
$215M -$475K -0.2% 2.02% 119% 151 12.58%
WS
5011
Wela Strategies
Georgia
$215M +$3.08M +1% 0.46% 51.3% 51 3.92%
LCM
5012
Leisure Capital Management
California
$215M +$15.2M +8% 4.02% 98% 144 14.58%
WAOTB
5013
Wealth Advisors of Tampa Bay
Florida
$214M +$3.95M +2% 2.79% 73.5% 83 4.82%
LBWM
5014
Left Brain Wealth Management
Illinois
$214M +$7.66M +4% 5.76% 357% 75 14.67%
SIC
5015
Samalin Investment Counsel
New York
$214M +$4.18M +2% 2.39% 62.8% 285 5.96%
1CM
5016
14B Capital Management
California
$214M +$2.11M +1% 1.44% 11 18.18%
LAM
5017
Lountzis Asset Management
Pennsylvania
$214M +$2.84M +1% 1.15% 103% 47 4.26%
SG
5018
StoneX Group
New York
$214M +$20.2M +10% 1.46% 67.5% 490 46.94%
VFG
5019
Victory Financial Group
Texas
$214M +$44.8M +27% 2.44% 80 27.5%
SFG
5020
Socha Financial Group
New York
$214M -$14.3M -6% 1.9% 57.3% 31 38.71%
MMM
5021
Mendel Money Management
Illinois
$214M -$2.56M -1% 0.4% 55.5% 135 7.41%
MAM
5022
MMA Asset Management
Pennsylvania
$214M +$747K +0.4% 1.14% 44.8% 256 53.52%
UWS
5023
Unique Wealth Strategies
Illinois
$213M +$9.19M +4% 0.29% 673 73.25%
SM
5024
Selkirk Management
New Jersey
$213M +$18.4M +9% 13.3% 268% 16 6.25%
TF
5025
Threadgill Financial
Texas
$213M -$11.9M -5% 1.82% 49.3% 63 23.81%