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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
NERM
5176
New England Research & Management
Illinois
$208M +$4.43M +2% 0.26% 56.4% 182 23.08%
AWM
5177
Altus Wealth Management
Kentucky
$208M +$18M +9% 3.29% 68.8% 42 2.38%
FGI
5178
Foresight Global Investors
New York
$208M +$4.9M +2% 1.73% 72.8% 46 26.09%
BWM
5179
BKM Wealth Management
Wisconsin
$208M -$24.6M -11% 0.08% 201 33.33%
AA
5180
Alta Advisers
United Kingdom
$208M +$6.21M +3% 4.04% 114% 402 3.23%
CB
5181
CNB Bank
Pennsylvania
$208M +$2.81M +1% 4.62% 91.6% 530 10.38%
AFA
5182
Alpha Financial Advisors
North Carolina
$208M -$4.29M -2% 1.1% 41.6% 45 8.89%
CPW
5183
Crestmont Private Wealth
Texas
$208M +$6M +3% 1.88% 54.8% 89 39.33%
PI
5184
Pettee Investors
Connecticut
$207M -$28.9M -12% 0.59% 96.1% 119 4.2%
FCM
5185
Findell Capital Management
New York
$207M +$16.6M +9% 8.73% 23 39.13%
ODA
5186
One Degree Advisors
California
$207M +$6.48M +3% 0.78% 55 10.91%
BSA
5187
Bull Street Advisors
Georgia
$207M -$1.64M -0.8% 0.9% 41.9% 94 5.32%
G
5188
Gainplan
Michigan
$207M +$277K +0.1% 3.29% 93.3% 82 40.24%
EHWM
5189
Eads & Heald Wealth Management
Georgia
$207M -$7.46M -3% 0.92% 84.4% 147 4.08%
GWP
5190
Gen-Wealth Partners
Michigan
$207M +$5.27M +3% 0.69% 690 14.93%
PS
5191
Planned Solutions
California
$207M +$2.76M +1% 0.75% 60.8% 112 16.96%
SC
5192
Slotnik Capital
Texas
$206M +$43.7M +27% 11.7% 29 75.86%
SC
5193
Summa Corp
Texas
$206M +$23.2M +13% 18.1% 62 8.06%
DCM
5194
Decatur Capital Management
Georgia
$206M +$22.3M +12% 11.5% 135% 51 11.76%
SSW
5195
Smith Shellnut Wilson
Mississippi
$206M +$17.4M +9% 6.97% 90.2% 146 15.07%
ACM
5196
Anfield Capital Management
California
$206M -$1.54M -0.7% 3.45% 65.2% 546 62.82%
ATIA
5197
American Trust Investment Advisors
New Hampshire
$206M -$4M -2% 1.19% 91% 89 8.99%
LFA
5198
LifeGuide Financial Advisors
Pennsylvania
$206M +$7.34M +4% 0.7% 31% 43 9.3%
CCMI
5199
Creative Capital Management Investments
California
$206M +$12.3M +6% 0.76% 50.7% 269 29.37%
WMP
5200
Wealth Management Partners
Arizona
$206M +$8.72M +4% 7.87% 179% 121 14.88%