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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
PCM
5476
Peirce Capital Management
Texas
$199M +$10.3M +5% 6.54% 37 5.41%
TWM
5477
TCFG Wealth Management
California
$199M 5.4% 222
CW
5478
Cook Wealth
North Carolina
$199M +$14M +8% 6.24% 7.36% 57 7.02%
WIA
5479
Wetzel Investment Advisors
Indiana
$199M +$24M +14% 5.7% 953 87.72%
OCP
5480
Oakcliff Capital Partners
New York
$199M +$11.9M +6% 15.2% 133% 10 10%
AFM
5481
Abbot Financial Management
Massachusetts
$199M +$12M +6% 5.96% 102% 128 1.56%
RF
5482
RHS Financial
California
$199M +$35.2M +22% 5.8% 57.8% 138 46.38%
LFPWM
5483
Leicht Financial Planning & Wealth Management
New Jersey
$199M +$10.9M +6% 5.71% 46.3% 20 10%
HAFS
5484
Hapanowicz & Associates Financial Services
Pennsylvania
$199M +$23.5M +13% 6.56% 58.5% 32 15.63%
RF
5485
Robbins Farley
New Hampshire
$199M +$10.4M +6% 5.22% 98.2% 172 12.79%
FCM
5486
Findell Capital Management
New York
$199M -$8.78M -4% 6.37% 24 37.5%
LA
5487
Lindenwold Advisors
Pennsylvania
$199M +$11.2M +6% 6.15% 75% 118 7.63%
DA
5488
DCM Advisors
New York
$199M +$9.15M +5% 7.68% 99.3% 55 12.73%
AWM
5489
AAF Wealth Management
Massachusetts
$198M +$5.42M +3% 6.18% 65.8% 49 16.33%
NIF
5490
Nalanda India Fund
Mauritius
$198M +$791K +0.4% 0.4% 15.3% 1 0%
PAM
5491
Peninsula Asset Management
Florida
$198M +$16.4M +9% 10.4% 44.1% 43 0%
SH
5492
Svenska Handelsbanken
Sweden
$198M -$161M -45% 6.14% 17 88.24%
GCM
5493
Gables Capital Management
Florida
$198M +$6.92M +4% 7.71% 151% 454 14.32%
AWM
5494
Avaii Wealth Management
Wisconsin
$198M +$17.7M +10% 4.73% 96% 159 29.56%
DPCM
5495
Doma Perpetual Capital Management
Florida
$198M -$17.7M -8% 4.46% 10 30%
LD
5496
Lipe & Dalton
New York
$198M +$12M +6% 8.73% 89.6% 105 9.52%
MFP
5497
Meridian Financial Partners
Virginia
$198M +$29.5M +18% 6.3% 73.1% 104 25%
SBLIC
5498
Security Benefit Life Insurance Company
Kansas
$198M -$109M -36% 29.8% 60.6% 32 25%
BMC
5499
Beaton Management Company
Massachusetts
$198M +$11.7M +6% 7.56% 95.9% 140 6.43%
OWA
5500
ORBA Wealth Advisors
Illinois
$198M +$4.41M +2% 6.03% 107 10.28%