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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
SC
5226
Steph & Co
Wisconsin
$168M -$4.92M -3% 4.43% 56.8% 314 10.83%
WLPWM
5227
Walled Lake Planning & Wealth Management
Illinois
$168M -$4.43M -3% 2.3% 51.7% 102 16.67%
ICM
5228
Intrepid Capital Management
Florida
$168M -$28.5M -15% 3.4% 70.2% 67 7.46%
HFA
5229
HC Financial Advisors
California
$168M -$12M -7% 4.82% 31.2% 346 11.27%
WWP
5230
WR Wealth Planners
Missouri
$168M 2.7% 22.1% 518
LFPWM
5231
Leicht Financial Planning & Wealth Management
New Jersey
$168M -$7.33M -4% 5.91% 46.3% 24 20.83%
FWA
5232
FOCUS Wealth Advisors
Texas
$168M +$721K +0.4% 2.49% 63.8% 44 6.82%
CSA
5233
Cottage Street Advisors
Massachusetts
$168M -$8.87M -5% 5.44% 91.4% 109 6.42%
GCM
5234
GoodHaven Capital Management
New Jersey
$168M -$3.54M -2% 0.38% 80.7% 29 6.9%
AC
5235
Almitas Capital
California
$168M 2.93% 86.1% 85
GPFA
5236
Game Plan Financial Advisors
Ohio
$168M -$19.4M -10% 6.25% 120 20%
PE
5237
Platinum Equity
California
$167M 0.63% 52.7% 6
NEPPG
5238
New England Professional Planning Group
Rhode Island
$167M +$3.17M +2% 5.15% 59% 50 14%
KC
5239
Kinloch Capital
Virginia
$167M +$5.67M +4% 2.9% 63.4% 71 14.08%
ARAM
5240
Ardmore Road Asset Management
New York
$167M -$22.6M -12% 15.9% 245% 34 70.59%
HI
5241
Harrington Investments
California
$167M -$18.9M -10% 6.92% 92.5% 85 5.88%
HIS
5242
Harvest Investment Services
Illinois
$167M -$70.3M -30% 1.12% 282% 286 50.35%
SWA
5243
ShankerValleau Wealth Advisors
Illinois
$167M -$7.19M -4% 4.11% 56.3% 18 5.56%
SFG
5244
Sowa Financial Group
Rhode Island
$167M -$4M -2% 1.47% 77.7% 73 10.96%
CFGF
5245
Compass Financial Group (Florida)
Florida
$167M -$33.9M -17% 4.18% 44.1% 32 12.5%
BCM
5246
BCK Capital Management
Connecticut
$167M +$18.3M +12% 5.76% 161% 194 64.43%
GIM
5247
Greenwich Investment Management
Connecticut
$167M +$19.6M +13% 1.75% 78 20.51%
PSC
5248
Prentiss Smith & Co
Vermont
$167M -$45M -21% 7.91% 63.9% 86 23.26%
ATWA
5249
Arbor Trust Wealth Advisors
Michigan
$167M -$6.85M -4% 3.12% 63.8% 108 12.04%
SAM
5250
Sandbar Asset Management
United Kingdom
$167M -$33.6M -17% 0.39% 128% 73 57.53%