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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
Weik Capital Management
Pennsylvania
$268M +$15.3M +6% 7.64% 66.9% 95 6.32%
EI
5152
eCIO Inc
Wisconsin
$268M +$30.7M +13% 2.15% 80 23.75%
WF
5153
Warner Financial
Maryland
$268M +$25.4M +10% 6.43% 62.1% 125 8.8%
BIA
5154
BHK Investment Advisors
Alabama
$268M +$12.3M +5% 5.65% 54.6% 67 5.97%
FI
5155
Fosun International
China
$267M -$92.2M -26% 0.59% 41.3% 56 21.43%
RA
5156
Ruggaard & Associates
Ohio
$267M +$18.5M +7% 5.53% 47.6% 121 4.96%
FDS
5157
First Dallas Securities
Texas
$267M +$13.9M +6% 9.83% 163% 127 14.17%
FWP
5158
Family Wealth Partners
North Carolina
$267M +$16.9M +7% 3.55% 82 25.61%
TIM
5159
Timelo Investment Management
Ontario, Canada
$267M +$193M +259% 21.8% 104% 50 76%
W
5160
WorthPointe
California
$267M +$29.1M +12% 7.06% 59.7% 111 19.82%
TWM
5161
Trinity Wealth Management
Pennsylvania
$267M +$14.8M +6% 5.05% 53.5% 69 11.59%
AG
5162
AmeriFlex Group
Nevada
$267M +$76.4M +40% 9.77% 1,435 50.1%
SFPG
5163
Stonebridge Financial Planning Group
Florida
$266M +$26.8M +11% 6.64% 67.2% 176 9.09%
EH
5164
EMG Holdings
Connecticut
$266M +$130M +95% 10.1% 4.17% 34 58.82%
AWM
5165
Able Wealth Management
New Jersey
$266M +$67.7M +34% 5.47% 119 21.85%
NIWA
5166
New Insight Wealth Advisors
California
$266M +$22.8M +9% 9.55% 110 7.27%
CCAM
5167
Codex Capital Asset Management
Texas
$266M +$15.6M +6% 9.14% 33 9.09%
DIM
5168
DLK Investment Management
California
$265M +$863K +0.3% 6.33% 101 21.78%
NWMG
5169
National Wealth Management Group
Ohio
$265M +$86.9M +49% 10.2% 123% 254 48.03%
IB
5170
Iyo Bank
Japan
$265M +$17.6M +7% 6.12% 125% 42 4.76%
SW
5171
SMART Wealth
Nebraska
$265M -$53.7M -17% 9.13% 77.7% 193 39.9%
JPLA
5172
Joseph P. Lucia & Associates
New York
$265M +$20.7M +8% 6.8% 74.3% 165 10.91%
RAM
5173
Revere Asset Management
Texas
$265M +$58.9M +29% 24.5% 44 63.64%
LVIA
5174
Lind Value II ApS
Denmark
$265M +$37.5M +16% 6.32% 13 38.46%
ACC
5175
Acorn Creek Capital
Colorado
$265M +$24.1M +10% 7.06% 82 10.98%