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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
WFWM
5326
Wechter Feldman Wealth Management
New Jersey
$143M +$7.27M +5% 5.53% 53.8% 27 22.22%
JC
5327
Jentner Corp
Ohio
$143M +$14.5M +11% 5.12% 38.9% 32 9.38%
TFA
5328
Trinity Financial Advisors
Ohio
$143M +$13.5M +10% 5.12% 69.5% 54 16.67%
MWM
5329
McNaughton Wealth Management
California
$143M +$12M +9% 4.33% 50.3% 51 3.92%
TC
5330
Trust Company
Kansas
$143M +$3.84M +3% 6.64% 36.5% 343 13.12%
SCM
5331
Solas Capital Management
Connecticut
$143M +$23.6M +20% 16.3% 62.5% 27 25.93%
TFA
5332
TPG Financial Advisors
Oregon
$142M -$963K -0.7% 4.64% 41 12.2%
SIP
5333
Scott Investment Partners
United Kingdom
$142M +$6.34M +5% 3.98% 44% 45 0%
PI
5334
Pachira Investments
California
$142M +$6.36M +5% 3.74% 72.6% 30 23.33%
IWA
5335
IVC Wealth Advisors
Pennsylvania
$142M +$15.3M +12% 7.12% 70.8% 136 11.03%
PCM
5336
Pointe Capital Management
Michigan
$142M +$1.01M +0.7% 6.26% 62.6% 154 9.74%
GCM
5337
Garland Capital Management
Washington
$142M +$9.63M +7% 6.57% 55.7% 32 6.25%
SV
5338
Stilwell Value
New York
$142M -$6.84M -5% 6.22% 87.9% 38 10.53%
SN
5339
Sittner & Nelson
Oregon
$142M +$7.84M +6% 8.23% 88.1% 421 8.31%
AIFAIM
5340
American Institute for Advanced Investment Management
Arizona
$142M +$10.9M +8% 5.08% 72.8% 118 6.78%
BG
5341
BRX Global
New York
$142M +$24.5M +21% 12.1% 65.8% 11 36.36%
ACWM
5342
Adams Chetwood Wealth Management
North Carolina
$142M +$10.5M +8% 6.86% 77 5.19%
RCA
5343
Reitz Capital Advisors
Michigan
$142M +$6.38M +5% 4.89% 11% 55 21.82%
AMAL
5344
Asset Management Advisors LLC
Oklahoma
$142M +$9.51M +7% 4.66% 124% 19 26.32%
MAM
5345
Must Asset Management
South Korea
$142M +$14M +11% 8.63% 65.2% 37 24.32%
TAM
5346
Tabor Asset Management
New York
$142M +$1.75M +1% 12.4% 215% 45 55.56%
ILCM
5347
Ivy Lane Capital Management
Florida
$141M +$25.2M +22% 15.1% 101% 9 11.11%
OGF
5348
Orin Green Financial
California
$141M +$18.5M +15% 6.14% 53.3% 69 11.59%
RBC
5349
Rye Brook Capital
Connecticut
$141M +$4.16M +3% 7.31% 67.3% 32 28.13%
HWA
5350
Hilltop Wealth Advisors
North Carolina
$141M +$10.6M +8% 6.52% 58.3% 36 0%