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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
5026
Coyle Financial Counsel
Illinois
$144M +$7.95M +6% 5.06% 46.8% 63 19.05%
WLPWM
5027
Walled Lake Planning & Wealth Management
Illinois
$144M +$12.6M +10% 9.16% 51.7% 385 26.49%
BWA
5028
Bordeaux Wealth Advisors
California
$144M +$11.1M +8% 0.31% 141% 62 8.06%
SC
5029
Steph & Co
Wisconsin
$144M +$13M +10% 7.01% 56.8% 243 8.23%
FFC
5030
First Financial Corp
Indiana
$144M +$8.43M +6% 8.44% 88.3% 368 5.43%
ACH
5031
Axis Capital Holdings
Bermuda
$144M +$15M +12% 5.87% 57.4% 3 0%
QC
5032
Quaero Capital
Switzerland
$144M +$9.68M +7% 22.7% 62.4% 60 30%
TWS
5033
Thomas W. Smith
$144M -$4.1M -3% 22.4% 8 0%
SCM
5034
Spreng Capital Management
Ohio
$144M +$17.1M +14% 6.4% 72.5% 105 13.33%
PFMU
5035
Privium Fund Management (UK)
United Kingdom
$144M +$14M +11% 13.3% 27.7% 90 84.44%
SFG
5036
Sunburst Financial Group
Alabama
$144M +$10.8M +8% 5.49% 50.7% 63 6.35%
GWCM
5037
Godshalk Welsh Capital Management
Pennsylvania
$144M +$7.87M +6% 5.53% 54.7% 116 6.03%
TFA
5038
TPG Financial Advisors
Oregon
$143M +$8.77M +7% 2.32% 41 9.76%
AWM
5039
Aevitas Wealth Management
Massachusetts
$143M +$6.76M +5% 1.54% 36.4% 124 12.9%
NAM
5040
Nationwide Asset Management
Ohio
$143M -$30.7M -18% 0.16% 7.81% 12 25%
OCM
5041
Orion Capital Management
California
$143M +$8.07M +6% 3.09% 66.8% 321 14.02%
SCM
5042
Sterneck Capital Management
Missouri
$143M +$9.94M +7% 6.49% 52.9% 86 17.44%
WFS
5043
Weitzel Financial Services
Iowa
$143M +$9.07M +7% 3.63% 42.4% 29 17.24%
LFASL
5044
Lugano Financial Advisors SA (LFA)
Switzerland
$143M +$14M +11% 0.91% 44.9% 122 38.52%
AAM
5045
Ascension Asset Management
New York
$143M -$486K -0.3% 6.11% 104 97.12%
REMS
5046
Real Estate Management Services
$143M +$22.6M +19% 13.2% 67.2% 36 19.44%
MPM
5047
Mountaineer Partners Management
New York
$143M +$3.39M +2% 11.6% 151% 20 40%
JSMC
5048
Jess S. Morgan & Co
California
$143M +$17.2M +14% 9.57% 69.3% 44 9.09%
RA
5049
RiverTree Advisors
Florida
$143M +$17.6M +14% 3.31% 25.4% 49 61.22%
TCM
5050
TORQ Capital Management
Hong Kong
$143M -$35.1M -20% 6.4% 8 62.5%