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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
WCM
5151
Westerly Capital Management
California
$217M +$38.6M +22% 18% 104% 53 39.62%
SFS
5152
Searcy Financial Services
Kansas
$217M +$3.42M +2% 2.18% 58.5% 26 0%
WCM
5153
WestBridge Capital Management
Mauritius
$216M +$62.7M +41% 40.9% 33.3% 1 0%
PIAS
5154
PCA Investment Advisory Services
Ohio
$216M +$3.65M +2% 1.22% 63.7% 163 15.34%
LIA
5155
Luken Investment Analytics
Tennessee
$216M -$1.86M -0.9% 0.12% 47.6% 143 14.69%
PIA
5156
Powell Investment Advisors
Florida
$216M +$1.76M +0.8% 2.71% 76.1% 167 17.37%
DWS
5157
Discipline Wealth Solutions
South Carolina
$216M +$26.5M +14% 1.45% 83 26.51%
PFSC
5158
Peoples Financial Services Corp
Pennsylvania
$216M -$4.83M -2% 1.13% 93% 263 5.7%
WI
5159
Whitebark Investors
Nevada
$216M 13.7% 9
ICM
5160
IMS Capital Management
Oregon
$216M -$6.82M -3% 1.1% 119% 148 12.16%
MCA
5161
Maryland Capital Advisors
Maryland
$216M +$9.83M +5% 1.51% 284 23.24%
FC
5162
Franchise Capital
Cayman Islands
$216M -$61.8M -22% 3.39% 537% 18 55.56%
SSWM
5163
Strait & Sound Wealth Management
California
$216M +$9.85M +5% 4.23% 74.6% 152 11.18%
SSI
5164
SVF Sponsor III
California
$216M -$6.18M -3% 2.79% 133% 1 0%
MHB
5165
Midwest Heritage Bank
Iowa
$216M +$1.8M +0.8% 1.06% 50% 62 19.35%
LGW
5166
Leslie Global Wealth
Illinois
$215M +$9.65M +5% 0.33% 79 20.25%
MAS
5167
Madden Advisory Services
Florida
$215M -$2.95M -1% 0.63% 44.7% 104 8.65%
OM
5168
OV Management
Minnesota
$215M +$64.8M +43% 3.32% 58 5.17%
AIM
5169
Aspen Investment Management
Michigan
$215M +$1M +0.5% 0.67% 84.9% 151 9.27%
MRI
5170
Mad River Investors
Massachusetts
$215M +$34.9M +19% 25.2% 206% 27 7.41%
CB
5171
CNB Bank
Pennsylvania
$215M -$1.01M -0.5% 3.42% 79.1% 534 6.93%
CAM
5172
CPA Asset Management
Florida
$215M +$8.04M +4% 2.61% 48.8% 81 8.64%
WMRU
5173
William Marsh Rice University
Texas
$215M +$129M +151% 0.05% 4.44% 4 75%
FA
5174
Forefront Analytics
Pennsylvania
$215M +$2.98M +1% 4.23% 33.5% 71 15.49%
FZCM
5175
Flynn Zito Capital Management
New York
$215M +$8.41M +4% 1.75% 97.3% 129 9.3%