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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
WIA
5176
Wealthedge Investment Advisors
New York
$240M +$18.3M +8% 8.27% 207 44.44%
DIM
5177
DC Investments Management
Virginia
$240M +$45.4M +23% 12.3% 44.7% 115 12.17%
MDCM
5178
Morgan Dempsey Capital Management
Wisconsin
$240M -$554K -0.2% 0.07% 40.8% 161 19.88%
NL
5179
NKCFO LLC
Illinois
$240M +$24.6M +11% 13.7% 202% 121 56.2%
SFPG
5180
Stonebridge Financial Planning Group
Florida
$240M +$20.5M +9% 9.82% 54.7% 168 5.95%
AFC
5181
Adaptive Financial Consulting
Ohio
$239M +$5.96M +3% 5.29% 26.8% 22 13.64%
MCAV
5182
Meritech Capital Associates V
California
$239M +$83.5M +54% 56.7% 37.3% 2 0%
ACA
5183
Ascension Capital Advisors
Texas
$239M +$20.5M +9% 10.9% 59.3% 42 21.43%
GCM
5184
Gunderson Capital Management
South Carolina
$239M +$83.9M +54% 35.7% 947% 54 59.26%
TWM
5185
Trueblood Wealth Management
Ohio
$239M +$23.6M +11% 8.43% 251 7.17%
LMC
5186
Lightspeed Management Company
California
$239M +$102M +75% 17.2% 10 50%
PWA
5187
Phoenix Wealth Advisors
North Carolina
$239M +$9.29M +4% 8.2% 55% 131 9.92%
EPW
5188
Evergreen Private Wealth
Colorado
$239M +$24.7M +12% 8.79% 295 37.97%
CB
5189
Centennial Bank
Arkansas
$239M +$28.4M +14% 9.76% 56.6% 357 12.04%
RCM
5190
Robinson Capital Management
Michigan
$238M -$7.47M -3% 3.15% 1.5% 126 24.6%
RCM
5191
Raleigh Capital Management
North Carolina
$238M +$17.6M +8% 7.15% 71.8% 717 32.64%
MAM
5192
Mullooly Asset Management
New Jersey
$238M +$17.9M +8% 8.1% 48 4.17%
VM
5193
Valor Management
Illinois
$238M -$2.44M -1% 0.49% 15.4% 4 0%
USPCM
5194
Union Square Park Capital Management
New York
$238M +$85.5M +56% 30.2% 47.3% 62 46.77%
IFPG
5195
Intrepid Financial Planning Group
Indiana
$238M +$22M +10% 10.7% 64.1% 126 8.73%
CAM
5196
CPA Asset Management
Florida
$238M +$10.7M +5% 4.83% 48.8% 86 5.81%
AIM
5197
Aspen Investment Management
Michigan
$238M +$20.9M +10% 9.82% 84.9% 157 13.38%
CA
5198
Cumberland Advisors
Florida
$238M +$17.1M +8% 11% 73.5% 51 7.84%
W
5199
WorthPointe
California
$238M +$14.1M +6% 7.69% 51% 106 23.58%
RFMS
5200
RWQ Financial Management Services
Florida
$238M +$86.6M +57% 41.1% 415% 32 59.38%