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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
CIM
5776
Caldwell Investment Management
Ontario, Canada
$99.6M -$26.8M -21% 13.9% 178% 35 28.57%
NED
5777
Nancy E. Dempze
$99.5M -$37.4M -27% 11.5% 59.1% 78 14.1%
AIM
5778
AHL Investment Management
Florida
$99.4M -$9.71M -9% 9.88% 57.7% 60 8.33%
MPM
5779
Mountaineer Partners Management
New York
$99.4M -$82.5M -45% 13% 151% 15 33.33%
ISSM
5780
Invesco Senior Secured Management
New York
$99.3M -$25.6M -20% 23.7% 18.1% 11 0%
ASA
5781
Armstrong Shaw Associates
Connecticut
$99.3M -$20.3M -17% 14.8% 51.2% 43 2.33%
RP
5782
Riverwater Partners
Wisconsin
$99.2M +$38.6M +64% 11.1% 85.5% 202 54.95%
OCM
5783
Objective Capital Management
Ohio
$99.2M -$30.9M -24% 15.6% 119 23.53%
RA
5784
Rise Advisors
New York
$99.2M -$11.9M -11% 11% 58.9% 751 11.98%
RIA
5785
Richwood Investment Advisors
Ohio
$99.1M -$12.9M -12% 9.76% 53.9% 118 11.02%
IIL
5786
Insight Inv LLC
California
$99.1M -$11.1M -10% 12.3% 136% 163 38.65%
WA
5787
Wealthstream Advisors
New York
$99M -$15.4M -13% 15.5% 88.2% 78 21.79%
JAMONY
5788
Jacob Asset Management of New York
California
$99M -$65.4M -40% 32.3% 22.7% 76 11.84%
EFEM
5789
Eos Focused Equity Management
New York
$98.9M -$17.9M -15% 13.3% 55.7% 28 21.43%
CC
5790
Copperleaf Capital
North Carolina
$98.8M -$13.9M -12% 11.8% 102% 65 13.85%
SWIM
5791
Smallwood Wealth Investment Management
New Jersey
$98.7M -$7.12M -7% 14.5% 67.4% 67 25.37%
PCMU
5792
Paragon Capital Management (Utah)
Utah
$98.7M -$9.16M -8% 10.9% 69.4% 85 30.59%
MSA
5793
McAlister Sweet & Associates
Texas
$98.6M +$4.5M +5% 13.8% 75.8% 42 45.24%
VCIM
5794
Velan Capital Investment Management
Georgia
$98.6M -$9.18M -9% 5.73% 2,525% 30 43.33%
FI
5795
Financial Insights
Washington
$98.5M -$10.3M -9% 14.8% 62.1% 97 28.87%
LM
5796
Lockheed Martin
Maryland
$98.5M -$85.7M -47% 43% 4 0%
AWM
5797
Alterna Wealth Management
Texas
$98.5M -$20.1M -17% 9.09% 48% 137 48.91%
AWA
5798
Aletheian Wealth Advisors
Washington
$98.5M -$6.88M -7% 11.7% 59 13.56%
EL
5799
EMFO LLC
Florida
$98.5M -$11.8M -11% 13.7% 25.8% 351 10.26%
IFS
5800
Intelligent Financial Strategies
Minnesota
$98.4M -$4.17M -4% 15.8% 60.6% 121 31.4%