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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
EC
5876
Exelon Corporation
Illinois
$137M 1.19% 9
CPP
5877
Capasso Planning Partners
South Carolina
$137M 5.68% 51.6% 83
KC
5878
Kenfarb & Co
Kentucky
$137M 13.9% 170
MCM
5879
Masterton Capital Management
New York
$137M -$22.4M -14% 8.72% 1.94% 28 53.57%
FPW
5880
Flagship Private Wealth
Massachusetts
$137M +$11.7M +9% 8.25% 62.7% 79 12.66%
SWM
5881
Salvus Wealth Management
New Jersey
$137M +$14.3M +12% 11.6% 104% 106 7.55%
DAM
5882
Diamant Asset Management
Connecticut
$137M +$15.9M +13% 13.8% 66.9% 71 7.04%
MA
5883
MAS Advisors
Florida
$137M 6.11% 47.9% 99
FCFC
5884
First Citizens Financial Corp
Iowa
$137M +$11.5M +9% 7.51% 68.1% 106 6.6%
MWM
5885
Moulton Wealth Management
Washington
$137M +$2.77M +2% 5.87% 47.1% 33 27.27%
JIM
5886
JCP Investment Management
Texas
$137M 1.95% 94.7% 22
MIM
5887
Meros Investment Management
Texas
$137M 8.95% 102% 39
FMI
5888
F/M Investments
District of Columbia
$137M -$3.13M -2% 18.6% 101% 108 54.63%
DP
5889
Divergent Planning
Maryland
$137M +$13M +10% 6.76% 43.3% 18 11.11%
SA
5890
Sunesis Advisors
Kansas
$136M +$6.92M +5% 4.3% 32 9.38%
KLC
5891
Knowledge Leaders Capital
Colorado
$136M +$12.5M +10% 11.2% 51.6% 137 36.5%
LC
5892
LNZ Capital
New York
$136M +$67M +97% 11.8% 58.8% 25 68%
MIM
5893
Merrion Investment Management
New Jersey
$136M +$4.96M +4% 5.45% 166% 101 11.88%
MA
5894
Mosaic Advisors
Texas
$136M -$13.9M -9% 9.12% 50.9% 58 44.83%
OF
5895
Outfitter Financial
Maine
$136M +$9.17M +7% 7.13% 95.9% 263 65.4%
AP
5896
Atlas Principals
North Carolina
$136M -$77M -36% 4.61% 51 56.86%
AA
5897
ACT Advisors
North Carolina
$136M +$6.57M +5% 6.97% 69.8% 37 24.32%
MCA
5898
Morris Capital Advisors
Pennsylvania
$136M +$9.21M +7% 16.8% 72.9% 59 13.56%
BRC
5899
Bell Rock Capital
Delaware
$136M 12.6% 121
CWA
5900
Choice Wealth Advisors
Maine
$136M +$12.7M +10% 8.01% 52.3% 29 24.14%