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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
SCM
5626
Sterneck Capital Management
Missouri
$185M +$255K +0.1% 1.28% 52.9% 108 22.22%
WAM
5627
WFA Asset Management
Wisconsin
$185M +$926K +0.5% 0.84% 60% 226 13.72%
LIM
5628
Lagoda Investment Management
New York
$185M +$10.8M +6% 15.3% 193% 34 0%
HWM
5629
Howard Wealth Management
Connecticut
$185M +$13.1M +8% 2.74% 60.3% 120 10%
EP
5630
EPIQ Partners
Minnesota
$185M +$4.29M +2% 3.96% 44.3% 84 16.67%
CPL
5631
Corecam Pte Ltd
$185M +$31.1M +20% 4.07% 33 21.21%
RCM
5632
Regency Capital Management
Hawaii
$185M +$2.73M +2% 0.98% 82.1% 53 20.75%
PP
5633
Patron Partners
Texas
$184M +$3.49M +2% 2.16% 69.3% 181 8.84%
RWP
5634
Ridgecrest Wealth Partners
California
$184M -$7.43M -4% 2.9% 78.6% 119 15.97%
HKIMG
5635
Hutchens & Kramer Investment Management Group
Indiana
$184M +$3.95M +2% 0.73% 84.6% 173 16.76%
FCFC
5636
First Citizens Financial Corp
Iowa
$184M -$4.85M -3% 0.19% 68.1% 127 9.45%
CIG
5637
CHB Investment Group
Pennsylvania
$184M -$4.34M -2% 0.96% 74 1.35%
DFS
5638
Dixon Fnancial Services
California
$184M -$4.19M -2% 0.85% 70% 39 7.69%
HBT
5639
Heartland Bank & Trust
Illinois
$184M -$1.21M -0.7% 3.84% 95.5% 161 18.63%
GWM
5640
Glass Wealth Management
Texas
$184M +$3.01M +2% 2.66% 58 5.17%
TC
5641
Triavera Capital
California
$184M 7.14% 19
OIM
5642
Oracle Investment Management
Connecticut
$184M +$16.8M +10% 37% 865% 25 36%
PSF
5643
Pacific Sun Financial
California
$184M +$2.24M +1% 1.98% 51.6% 189 5.29%
LAM
5644
Lifestyle Asset Management
Texas
$184M +$2.44M +1% 1.82% 82.6% 121 27.27%
AIA
5645
Arcadia Investment Advisors
Idaho
$184M -$3.06M -2% 0.19% 51.4% 82 4.88%
GWM
5646
GoalFusion Wealth Management
Texas
$183M +$2.97M +2% 1.7% 43.6% 30 10%
PFS
5647
Prospect Financial Services
New York
$183M +$22.1M +14% 6.04% 122 19.67%
EA
5648
Evolution Advisers
Virginia
$183M -$657K -0.4% 2.37% 33% 203 13.3%
ACM
5649
Alamar Capital Management
California
$183M +$1.9M +1% 4.23% 84 9.52%
AAMC
5650
Asset Allocation & Management Company
Illinois
$183M +$23.8M +15% 0.99% 53.8% 90 55.56%