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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
SFP
5176
Sterling Financial Planning
New Jersey
$124M 17.4% 46.8% 360
MWM
5177
Moulton Wealth Management
Washington
$124M +$32.9M +36% 9.17% 47.1% 27 66.67%
AL
5178
ADE LLC
Maryland
$124M 10.2% 40% 328
PWM
5179
Palumbo Wealth Management
New York
$124M 9.33% 80.7% 89
ICMP
5180
Integrated Capital Management (Pennsylvania)
Pennsylvania
$124M +$9.99M +9% 10.3% 38.3% 58 12.07%
KEM
5181
Kimmeridge Energy Management
New York
$124M +$61.8M +99% 71.2% 48.8% 3 0%
BI
5182
Berkeley Inc
Idaho
$124M 12.3% 40.9% 78
SA
5183
Sunesis Advisors
Kansas
$124M +$11.2M +10% 10.6% 32 0%
LFA
5184
Legend Financial Advisors
Pennsylvania
$123M -$3.01M -2% 21.2% 117% 35 37.14%
PD
5185
Planning Directions
Pennsylvania
$123M +$9.88M +9% 8.14% 36.4% 61 8.2%
PWM
5186
Peterson Wealth Management
Nevada
$123M +$10.3M +9% 6.77% 68.5% 44 6.82%
GAM
5187
Geier Asset Management
Maryland
$123M 10.7% 81
HM
5188
Harvest Management
New York
$123M +$31.8M +35% 26.4% 609% 60 70%
VCA
5189
VIEX Capital Advisors
Florida
$123M +$18.2M +17% 44.8% 30.6% 21 80.95%
ER
5190
EVR Research
Virginia
$122M 56.7% 104% 18
BC
5191
Breakline Capital
New York
$122M +$27.7M +29% 22.2% 54 53.7%
FLSMF
5192
Fundsmith Long/Short Master Fund
Cayman Islands
$122M 14.5% 29
RB
5193
Renasant Bank
Mississippi
$122M 11.9% 53.8% 186
JI
5194
Jeereddi Investments
California
$122M +$16.2M +15% 22% 37.7% 52 7.69%
FA
5195
Financial Avengers
California
$122M 17.1% 117% 165
CWM
5196
Chronos Wealth Management
Florida
$122M +$10.7M +10% 10.7% 86.4% 41 9.76%
EWP
5197
Engrave Wealth Partners
Texas
$122M +$18.6M +18% 18.9% 39.9% 59 30.51%
CMBA
5198
C.M. Bidwell & Associates
Hawaii
$122M +$13.2M +12% 16.7% 59.8% 561 35.29%
TCM
5199
Taal Capital Management
Massachusetts
$122M +$19.7M +19% 19.4% 20 40%
MCA
5200
Morris Capital Advisors
Pennsylvania
$122M +$8.46M +7% 14.1% 72.9% 60 5%