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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
WIM
5526
Wilen Investment Management
Florida
$116M +$3.5M +3% 4.98% 79.9% 59 6.78%
PIC
5527
Platt Investment Counsel
Florida
$116M +$4.53M +4% 4.88% 58.9% 17 17.65%
UOMF
5528
University of Massachusetts Foundation
Massachusetts
$116M +$41M +54% 6% 53.6% 5 40%
PFA
5529
Peak Financial Advisors
Colorado
$116M -$2.35M -2% 6.97% 40.1% 86 36.05%
KCM
5530
KLK Capital Management
California
$116M 4.21% 57
ACA
5531
Apis Capital Advisors
New York
$116M +$6.13M +6% 54% 1,035% 53 50.94%
PWS
5532
Precision Wealth Strategies
Missouri
$116M +$12.3M +12% 6.54% 54.2% 123 37.4%
MWM
5533
MTC Wealth Management
Florida
$116M -$120M -51% 4.85% 23% 14 14.29%
CFAM
5534
Center For Asset Management
Florida
$116M +$11.6M +11% 4.65% 49.3% 108 29.63%
BWA
5535
Beam Wealth Advisors
Louisiana
$116M +$3.72M +3% 5.96% 51.3% 149 14.77%
CCI
5536
Credit Capital Investments
New Jersey
$116M +$26.9M +30% 5.93% 481% 34 35.29%
CSM
5537
CAMG Solamere Management
North Carolina
$116M +$103K +0.1% 6.14% 51.7% 89 16.85%
LR
5538
Library Research
Hong Kong
$116M -$6.75M -6% 5.24% 22.4% 7 28.57%
FP
5539
Fiduciary Planning
Florida
$116M +$49.6M +75% 5.08% 43.7% 298 85.57%
CCM
5540
Cephei Capital Management
Hong Kong
$116M +$8.9M +8% 9.04% 4 25%
RAM
5541
RK Asset Management
Michigan
$116M +$3.66M +3% 6.64% 47.6% 16 0%
GWAM
5542
Guardian Wealth Advisors (Minnesota)
Minnesota
$116M +$7.62M +7% 4.76% 45.6% 68 7.35%
WAM
5543
WealthTrust Asset Management
Florida
$115M 8.34% 82.5% 75
ASA
5544
Armstrong Shaw Associates
Connecticut
$115M +$5.73M +5% 9.2% 51.2% 44 2.27%
SCA
5545
Sippican Capital Advisors
Massachusetts
$115M +$6.71M +6% 6.88% 90.1% 115 3.48%
LWP
5546
Laurel Wealth Planning
Minnesota
$115M +$5.39M +5% 5.46% 41.6% 147 14.97%
UAM
5547
Unison Asset Management
Florida
$115M +$6.48M +6% 9.56% 84% 27 11.11%
BCPWM
5548
Bradley & Co Private Wealth Management
Florida
$115M +$6.25M +6% 8.14% 175 3.43%
4WM
5549
4J Wealth Management
Virginia
$115M +$7.04M +7% 6.59% 68.2% 79 16.46%
ACM
5550
Alamar Capital Management
California
$115M +$10.6M +10% 10.1% 58 5.17%