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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
CJH
5001
Christopher J. Hasenberg
Wisconsin
$248M +$6.02M +2% 0.89% 195 13.85%
HWM
5002
Hassell Wealth Management
Louisiana
$248M +$9.47M +4% 1.83% 46.3% 29 17.24%
CCP
5003
Carmel Capital Partners
California
$248M -$11.1M -4% 4.64% 65.1% 173 19.65%
PWS
5004
Peloton Wealth Strategists
Indiana
$248M -$3.67M -1% 1.65% 51.3% 100 15%
ECML
5005
Eagle Capital Management (Louisiana)
Louisiana
$248M +$7.91M +3% 4.04% 93.6% 40 2.5%
NLP
5006
Next Level Private
New York
$248M +$3.82M +2% 1.97% 92.4% 147 12.93%
PS
5007
Planned Solutions
California
$248M -$1.27M -0.5% 0.36% 60.8% 663 82.5%
EWM
5008
Elmwood Wealth Management
California
$248M +$5.29M +2% 1.06% 37.6% 135 11.85%
CLA
5009
Carnegie Lake Advisors
New Jersey
$248M -$4.91M -2% 0.65% 167 8.38%
RCM
5010
Robinson Capital Management
Michigan
$248M -$42.7M -15% 6.24% 7.8% 248 64.52%
LWM
5011
Luminvest Wealth Management
Arizona
$248M +$6.61M +3% 2.52% 35 11.43%
ZIG
5012
Zullo Investment Group
Pennsylvania
$248M +$6.8M +3% 4.82% 116% 156 8.97%
EWA
5013
Encompass Wealth Advisors
Oregon
$248M -$152M -38% 0.05% 63.2% 296 67.23%
LIM
5014
Letson Investment Management
Georgia
$247M -$7.19M -3% 1.71% 92 2.17%
LIP
5015
Landmark Investment Partners
Florida
$247M 3.29% 18
NCM
5016
Next Capital Management
New York
$247M +$2.02M +0.8% 2.77% 61.3% 152 17.76%
MWM
5017
McMill Wealth Management
Nebraska
$247M 1.63% 44
WW
5018
Westshore Wealth
California
$247M +$2.26M +0.9% 0.91% 58.8% 98 7.14%
LAM
5019
Lynch Asset Management
Pennsylvania
$247M +$9.11M +4% 5.54% 190% 44 6.82%
OWIM
5020
Old West Investment Management
California
$247M -$11.8M -5% 2.36% 242% 65 26.15%
JAM
5021
JCIC Asset Management
Ontario, Canada
$247M +$2.81M +1% 3.9% 143 35.66%
BWL
5022
Beacon Wealthcare LLC
North Carolina
$247M -$1.33M -0.5% 0.61% 42% 28 14.29%
IWN
5023
Independent Wealth Network
Iowa
$246M +$20.2M +9% 1.28% 75.1% 251 17.53%
FWM
5024
FSA Wealth Management
Massachusetts
$246M -$3.94M -2% 1.29% 591 8.8%
GP
5025
Geneva Partners
Wisconsin
$246M +$15.4M +7% 9.3% 401% 78 19.23%