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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
DWM
5626
Defined Wealth Management
Oregon
$113M +$292K +0.3% 0.86% 70.3% 94 3.19%
RAM
5627
RK Asset Management
Michigan
$113M -$2.96M -3% 0.82% 47.6% 16 0%
PIC
5628
Platt Investment Counsel
Florida
$113M -$3.66M -3% 3.15% 58.9% 16 0%
PM
5629
Ponoi Management
California
$113M -$67.3M -37% 0.27% 5 20%
GWAM
5630
Guardian Wealth Advisors (Minnesota)
Minnesota
$112M -$3.09M -3% 1.81% 57.3% 67 7.46%
UAM
5631
Unison Asset Management
Florida
$112M -$2.32M -2% 0.32% 81.4% 26 3.85%
PAWC
5632
P.A.W. Capital
Connecticut
$112M -$6.73M -6% 6.88% 54.6% 69 15.94%
WAM
5633
WealthTrust Asset Management
Florida
$112M -$2.83M -2% 0.11% 97.9% 80 18.75%
JI
5634
Jeereddi Investments
California
$112M -$9.01M -7% 5.46% 37.7% 57 5.26%
ONST
5635
Old North State Trust
North Carolina
$112M -$20.2M -15% 0.2% 358 7.54%
CAM
5636
Campion Asset Management
Virginia
$112M -$8.31M -7% 1.67% 70.2% 97 5.15%
WPW
5637
Warther Private Wealth
Ohio
$112M +$9.06M +9% 0.41% 94.1% 123 15.45%
RVM
5638
Robinson Value Management
Texas
$112M -$10.7M -9% 3.59% 70.8% 113 45.13%
UFF
5639
USA Financial Formulas
Michigan
$112M -$7.46M -6% 2.87% 98.9% 507 38.26%
RCM
5640
Robinson Capital Management
Michigan
$112M -$72.2M -39% 1.83% 7.8% 252 65.87%
TIA
5641
Trust Investment Advisors
Indiana
$112M -$1.17M -1% 0.36% 167% 86 10.47%
VWA
5642
VERITY Wealth Advisors
United States
$112M +$1.6M +1% 1.29% 59.9% 61 8.2%
TM
5643
Titan Managers
Arizona
$112M +$15.6M +16% 0.05% 2.57% 28 64.29%
ARMT
5644
Amica Retiree Medical Trust
Rhode Island
$111M -$47.4M -30% 1.41% 106 4.72%
MSS
5645
Mitchell Sinkler & Starr
Pennsylvania
$111M +$660K +0.6% 0.16% 72.2% 105 2.86%
SWMP
5646
Signature Wealth Management Partners
New Jersey
$110M +$175K +0.2% 0.74% 80.4% 114 7.89%
EPWM
5647
Essex Private Wealth Management
Massachusetts
$110M +$583K +0.5% 0.52% 29.3% 67 8.96%
BFS
5648
Beacon Financial Strategies
North Carolina
$110M -$7.24M -6% 0.99% 50.4% 34 5.88%
TC
5649
Touchstone Capital
Pennsylvania
$110M -$900K -0.8% 2.12% 15 0%
BBHBI
5650
B, B, H, & B Inc
Alabama
$110M +$6.74M +7% 0.48% 36 22.22%