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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
EL
5601
EQ LLC
Washington
$138M -$5.65M -4% 3.33% 72.9% 50 12%
RCM
5602
Regency Capital Management
Hawaii
$138M -$19.7M -13% 1.74% 82.1% 151 47.68%
MAG
5603
Millrace Asset Group
Pennsylvania
$138M -$33.7M -20% 8.3% 113% 94 40.43%
CIA
5604
Capital Impact Advisors
Massachusetts
$138M -$7.43M -5% 9.19% 199 57.29%
TIM
5605
Timelo Investment Management
Ontario, Canada
$138M -$49.3M -26% 11.9% 123% 132 39.39%
JSMC
5606
Jess S. Morgan & Co
California
$137M -$25.4M -16% 7.55% 69.3% 48 14.58%
FGIM
5607
First Growth Investment Manager
California
$137M -$56.8M -29% 15.1% 33 15.15%
LM
5608
Lansing Management
New York
$137M -$28.5M -17% 17.7% 87.3% 8 0%
BOM
5609
Bank of Marin
California
$137M -$12.9M -9% 5.86% 67.1% 131 8.4%
NOI
5610
Newton One Investments
Delaware
$137M -$4.36M -3% 5.13% 38.7% 132 7.58%
WPWM
5611
Western Pacific Wealth Management
Illinois
$137M -$18.3M -12% 12.8% 45.5% 245 14.29%
KSWA
5612
Kathleen S. Wright Associates
Pennsylvania
$137M +$1.18M +0.9% 0.82% 66% 160 13.13%
DAM
5613
Doheny Asset Management
California
$137M -$5.59M -4% 5.01% 121% 93 11.83%
AWA
5614
AmeriServ Wealth Advisors
Pennsylvania
$137M -$8.75M -6% 5.81% 68 8.82%
NED
5615
Nancy E. Dempze
$137M -$11.3M -8% 5.06% 59.1% 82 8.54%
MIM
5616
Merrion Investment Management
New Jersey
$137M +$511K +0.4% 0.7% 166% 103 9.71%
GCM
5617
Gator Capital Management
Florida
$137M -$1.36M -1% 5.84% 201% 81 19.75%
BAM
5618
Bayshore Asset Management
Florida
$136M -$1.21M -0.9% 3.05% 62.3% 25 16%
CFSG
5619
Clark Financial Services Group
Missouri
$136M -$12.3M -8% 3.6% 102% 73 21.92%
CWM
5620
Cherrydale Wealth Management
New Jersey
$136M +$2.91M +2% 6.59% 72% 44 18.18%
WFA
5621
WMG Financial Advisors
Tennessee
$136M +$7.74M +6% 5.57% 68% 194 21.13%
SC
5622
Schiavi & Co
Delaware
$136M +$2.92M +2% 2.53% 33% 17 23.53%
HPWM
5623
High Pines Wealth Management
Massachusetts
$136M -$7.52M -5% 5.79% 28.3% 37 2.7%
VLC
5624
Van Leeuwen & Company
New Jersey
$136M -$42.4M -24% 3.09% 75.4% 80 42.5%
PWG
5625
Private Wealth Group
Florida
$136M -$11.7M -8% 1.49% 48.2% 46 10.87%