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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
WLPWM
5276
Walled Lake Planning & Wealth Management
Illinois
$147M +$3.65M +3% 14.8% 51.7% 87 50.57%
RFG
5277
Range Financial Group
Oregon
$147M +$17.4M +13% 12.4% 188% 191 33.51%
MBFW
5278
Morton Brown Family Wealth
Pennsylvania
$147M +$21.2M +17% 7.15% 50% 227 35.68%
AIA
5279
Acute Investment Advisory
Arizona
$147M +$7.37M +5% 0.16% 15.3% 33 60.61%
N
5280
Numerai
California
$147M 1.34% 52.7% 111
MCM
5281
Moon Capital Management
New York
$147M +$68.2M +87% 11.3% 76.3% 14 14.29%
PE
5282
Platinum Equity
California
$146M -$12.5M -8% 6.52% 52.7% 8 0%
HA
5283
HC Advisors
Georgia
$146M +$1.25M +0.9% 6.58% 63.5% 92 16.3%
VF
5284
VitalStone Financial
Texas
$146M 3.41% 615
SVG
5285
Sun Valley Gold
Idaho
$146M -$129M -47% 18.9% 160% 15 33.33%
MWM
5286
McNaughton Wealth Management
California
$146M +$10.1M +7% 5.59% 50.3% 55 5.45%
SIAM
5287
Sterling Investment Advisors (Missouri)
Missouri
$146M +$12.9M +10% 8.92% 37.8% 27 11.11%
CIA
5288
Citadel Investment Advisory
Ohio
$146M +$15.1M +12% 14.3% 67.4% 79 1.27%
AFM
5289
Abbot Financial Management
Massachusetts
$146M +$5.79M +4% 12.2% 102% 117 9.4%
IWN
5290
Independent Wealth Network
Iowa
$146M +$18.2M +14% 8.55% 75.1% 204 16.67%
CPW
5291
Crestmont Private Wealth
Texas
$146M +$14.3M +11% 7.04% 54.8% 48 56.25%
SIM
5292
Strategic Investment Management
Virginia
$146M +$11.3M +8% 7.7% 53.3% 10 0%
EP
5293
Elkhorn Partners
Nebraska
$146M +$7.91M +6% 6.88% 32.2% 47 14.89%
SFS
5294
Solitude Financial Services
Virginia
$146M +$9.08M +7% 9.45% 55.4% 45 4.44%
LSA
5295
Lansing Street Advisors
Pennsylvania
$146M +$16.6M +13% 9.21% 378 31.22%
RFWA
5296
RPg Family Wealth Advisory
Massachusetts
$146M -$44.1M -23% 6.91% 117% 103 32.04%
AWM
5297
AllSquare Wealth Management
New York
$146M +$7.51M +5% 6.7% 62.4% 541 3.14%
DCM
5298
Davidson Capital Management
Texas
$146M -$58.3M -29% 8.94% 79.2% 160 51.25%
FMTCOCP
5299
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$146M +$16.7M +13% 12.7% 60.9% 369 13.01%
CGIC
5300
Continental General Insurance Company
Texas
$146M 22.7% 188% 8