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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
CWMGP
6026
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$153M +$13.6M +10% 3.37% 75.9% 73 12.33%
WBWA
6027
William B. Walkup & Associates
South Carolina
$153M 4.11% 158
TL
6028
TowerView LLC
New York
$153M +$1.75M +1% 0.38% 17.9% 30 23.33%
ACM
6029
Arthedge Capital Management
New York
$153M -$11.4M -7% 1.78% 80.7% 12 0%
KFA
6030
Kapstone Financial Advisors
Ohio
$153M +$5.64M +4% 3.44% 131% 113 14.16%
WAL
6031
W Advisors LLC
Tennessee
$152M +$6.64M +5% 3.48% 73.8% 115 7.83%
BIM
6032
Bullseye Investment Management
Ohio
$152M -$19.7M -11% 1.82% 43.5% 79 37.97%
WFAG
6033
Worth Financial Advisory Group
North Carolina
$152M +$8.03M +6% 2.69% 82.9% 161 22.36%
FCM
6034
Fairbanks Capital Management
California
$152M +$7.26M +5% 6.09% 81.3% 54 0%
CF
6035
Concorde Financial
Texas
$152M +$42.3M +38% 2.12% 81.3% 41 12.2%
RMSCM
6036
R.M. Sincerbeaux Capital Management
New York
$152M -$5.23M -3% 2.66% 76.4% 40 7.5%
BWM
6037
BlackDiamond Wealth Management
New York
$152M +$11.8M +8% 2.82% 70.8% 162 21.6%
SIM
6038
SummerHaven Investment Management
Connecticut
$152M -$7.64M -5% 2.36% 143% 195 1.54%
WFA
6039
Wells Financial Advisors
Massachusetts
$152M +$5.11M +3% 1.99% 54% 83 18.07%
PTEAP
6040
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$152M +$35.9M +31% 5.25% 13 7.69%
LFA
6041
Lauterbach Financial Advisors
Texas
$152M -$507K -0.3% 0.08% 71.2% 68 8.82%
EFIC
6042
Eliot Finkel Investment Counsel
California
$152M -$2.93M -2% 2.02% 88.9% 30 3.33%
ONSWM
6043
Old North State Wealth Management
North Carolina
$152M -$1.34M -0.9% 1.25% 76.7% 103 17.48%
DEM
6044
Disciplined Equity Management
Florida
$152M +$1.25M +0.8% 0.36% 67.6% 64 9.38%
CCP
6045
Cassia Capital Partners
North Carolina
$152M +$1.2M +0.8% 1.11% 55% 62 4.84%
SI
6046
Stash Investments
New York
$152M +$11.9M +8% 0.95% 5 0%
TCFP
6047
Treasure Coast Financial Planning
Florida
$152M -$1.28M -0.8% 0.17% 32.6% 35 11.43%
APM
6048
Advanced Portfolio Management
New York
$152M +$98.6M +186% 1.63% 19.8% 47 34.04%
BMMM
6049
Boston Mountain Money Management
Arkansas
$152M +$5.57M +4% 3.9% 64 7.81%
GPA
6050
Garrison Point Advisors
California
$152M -$4.03M -3% 3.47% 81.5% 152 7.24%