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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
EWM
5901
Endowment Wealth Management
Wisconsin
$194M +$38.5M +25% 18.9% 66.3% 164 13.41%
SS
5902
Sound Stewardship
Kansas
$194M +$18.4M +10% 6.2% 43.2% 64 9.38%
PHM
5903
Prospect Hill Management
New Jersey
$194M +$1.74M +0.9% 5.59% 85.1% 15 0%
PCM
5904
Perritt Capital Management
Illinois
$194M +$12.4M +7% 10.9% 80.9% 367 15.53%
WC
5905
Westhampton Capital
North Carolina
$194M +$10.4M +6% 8.98% 95.6% 121 9.92%
FS
5906
Financial Symmetry
North Carolina
$194M +$30.8M +19% 9.9% 54 18.52%
AFTS
5907
American Financial & Tax Strategies
New York
$194M +$7.5M +4% 6.57% 91 0%
CA
5908
CWC Advisors
Oregon
$194M +$17.9M +10% 9.34% 147 7.48%
KHC
5909
Koesten Hirschmann & Crabtree
Kansas
$193M +$19M +11% 8.48% 62.6% 356 43.82%
AC
5910
Amitell Capital
Singapore
$193M +$49M +34% 32.1% 196% 70 57.14%
BDAM
5911
Blue Door Asset Management
Connecticut
$193M +$6.32M +3% 23.2% 127% 26 53.85%
IWM
5912
Inlight Wealth Management
Georgia
$193M +$31.6M +20% 6.86% 296 18.24%
CWM
5913
Chronos Wealth Management
Florida
$193M +$6.55M +4% 5.52% 86.4% 41 14.63%
AIA
5914
Arcadia Investment Advisors
Idaho
$193M +$14.1M +8% 8.03% 51.4% 85 7.06%
TVWM
5915
Tower View Wealth Management
Wisconsin
$193M +$21.2M +12% 16.1% 132% 205 15.12%
IF
5916
IRON Financial
Illinois
$193M +$14.5M +8% 5.57% 51.4% 130 16.15%
CMBA
5917
C.M. Bidwell & Associates
Hawaii
$193M +$26.6M +16% 9.02% 70.6% 497 21.93%
FA
5918
FF Advisors
California
$193M +$18.3M +11% 8.65% 99 8.08%
KSWWM
5919
Keyes Stange & Wooten Wealth Management
Florida
$193M +$16.7M +9% 7.79% 74 13.51%
PCM
5920
Pointe Capital Management
Michigan
$193M +$21.7M +13% 8.8% 62.6% 157 3.82%
LA
5921
Lindenwold Advisors
Pennsylvania
$193M +$12.9M +7% 6.65% 75% 117 16.24%
LIWM
5922
Long Island Wealth Management
New York
$193M +$28.3M +17% 7.46% 86 15.12%
LCM
5923
LCM Capital Management
Illinois
$192M +$22.1M +13% 14.5% 108% 104 3.85%
CVSC
5924
C.V. Starr & Co
New York
$192M +$62.7M +48% 6.46% 8 75%
FWA
5925
FOCUS Wealth Advisors
Texas
$192M +$11.5M +6% 8.67% 63.8% 57 3.51%