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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
FC
5001
Fusion Capital
South Carolina
$248M +$15M +6% 0.32% 100% 85 12.94%
CJH
5002
Christopher J. Hasenberg
Wisconsin
$248M +$6.02M +2% 0.89% 195 13.85%
HWM
5003
Hassell Wealth Management
Louisiana
$248M +$9.47M +4% 1.83% 46.3% 29 17.24%
CCP
5004
Carmel Capital Partners
California
$248M -$11.1M -4% 4.64% 65.1% 173 19.65%
PWS
5005
Peloton Wealth Strategists
Indiana
$248M -$3.67M -1% 1.65% 51.3% 100 15%
ECML
5006
Eagle Capital Management (Louisiana)
Louisiana
$248M +$7.91M +3% 4.04% 93.6% 40 2.5%
NLP
5007
Next Level Private
New York
$248M +$3.82M +2% 1.97% 92.4% 147 12.93%
PS
5008
Planned Solutions
California
$248M -$1.27M -0.5% 0.36% 60.8% 663 82.5%
EWM
5009
Elmwood Wealth Management
California
$248M +$5.29M +2% 1.06% 37.6% 135 11.85%
CLA
5010
Carnegie Lake Advisors
New Jersey
$248M -$4.91M -2% 0.65% 167 8.38%
RCM
5011
Robinson Capital Management
Michigan
$248M -$42.7M -15% 6.24% 7.8% 248 64.52%
LWM
5012
Luminvest Wealth Management
Arizona
$248M +$6.61M +3% 2.52% 35 11.43%
ZIG
5013
Zullo Investment Group
Pennsylvania
$248M +$6.8M +3% 4.82% 116% 156 8.97%
EWA
5014
Encompass Wealth Advisors
Oregon
$248M -$152M -38% 0.05% 63.2% 296 67.23%
LIM
5015
Letson Investment Management
Georgia
$247M -$7.19M -3% 1.71% 92 2.17%
LIP
5016
Landmark Investment Partners
Florida
$247M 3.29% 18
NCM
5017
Next Capital Management
New York
$247M +$2.02M +0.8% 2.77% 61.3% 152 17.76%
MWM
5018
McMill Wealth Management
Nebraska
$247M 1.63% 44
WW
5019
Westshore Wealth
California
$247M +$2.26M +0.9% 0.91% 58.8% 98 7.14%
LAM
5020
Lynch Asset Management
Pennsylvania
$247M +$9.11M +4% 5.54% 190% 44 6.82%
OWIM
5021
Old West Investment Management
California
$247M -$11.8M -5% 2.36% 242% 65 26.15%
JAM
5022
JCIC Asset Management
Ontario, Canada
$247M +$2.81M +1% 3.9% 143 35.66%
BWL
5023
Beacon Wealthcare LLC
North Carolina
$247M -$1.33M -0.5% 0.61% 42% 28 14.29%
IWN
5024
Independent Wealth Network
Iowa
$246M +$20.2M +9% 1.28% 75.1% 251 17.53%
FWM
5025
FSA Wealth Management
Massachusetts
$246M -$3.94M -2% 1.29% 591 8.8%