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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
RHDIC
5301
R.H. Dinel Investment Counsel
California
$124M +$19.6M +19% 12.8% 34.1% 46 4.35%
WPA
5302
Winning Points Advisors
Florida
$124M +$7.13M +6% 15.4% 70 12.86%
AIC
5303
Aurora Investment Counsel
Georgia
$124M +$2.9M +2% 25.8% 31.7% 114 3.51%
GPA
5304
Garrison Point Advisors
California
$124M +$14.1M +13% 13.1% 81.5% 140 8.57%
SFP
5305
Sterling Financial Planning
New Jersey
$124M 17.4% 55.5% 360
MWM
5306
Moulton Wealth Management
Washington
$124M +$32.9M +36% 9.17% 47.1% 27 66.67%
AL
5307
ADE LLC
Maryland
$124M 10.2% 52.2% 328
ICM
5308
Infini Capital Management
Hong Kong
$124M 16.1% 52
IMF
5309
Infini Master Fund
Hong Kong
$124M 16.1% 52
PWM
5310
Palumbo Wealth Management
New York
$124M 9.33% 115% 89
ICMP
5311
Integrated Capital Management (Pennsylvania)
Pennsylvania
$124M +$9.99M +9% 10.3% 38.3% 58 12.07%
KEM
5312
Kimmeridge Energy Management
New York
$124M +$61.8M +99% 71.2% 19.7% 3 0%
BI
5313
Berkeley Inc
Idaho
$124M 12.3% 40.9% 78
SA
5314
Sunesis Advisors
Kansas
$124M +$11.2M +10% 10.6% 32 0%
LFA
5315
Legend Financial Advisors
Pennsylvania
$123M -$3.01M -2% 21.2% 117% 35 37.14%
PD
5316
Planning Directions
Pennsylvania
$123M +$9.88M +9% 8.14% 46.3% 61 8.2%
PWM
5317
Peterson Wealth Management
Nevada
$123M +$10.3M +9% 6.77% 78% 44 6.82%
GAM
5318
Geier Asset Management
Maryland
$123M 10.7% 81
HM
5319
Harvest Management
New York
$123M +$31.8M +35% 26.4% 610% 60 70%
VCA
5320
VIEX Capital Advisors
Florida
$123M +$18.2M +17% 44.8% 30.6% 21 80.95%
ER
5321
EVR Research
Virginia
$122M 56.7% 165% 18
BC
5322
Breakline Capital
New York
$122M +$27.7M +29% 22.2% 54 53.7%
FLSMF
5323
Fundsmith Long/Short Master Fund
Cayman Islands
$122M 14.5% 29
RB
5324
Renasant Bank
Mississippi
$122M 11.9% 65% 186
JI
5325
Jeereddi Investments
California
$122M +$16.2M +15% 22% 37.7% 52 7.69%