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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
C
6101
Croban
Ohio
$207M +$57.4M +38% 1.47% 85 10.59%
BAM
6102
Bosun Asset Management
Illinois
$207M +$12.8M +7% 5.04% 278% 82 17.07%
BFP
6103
Beacon Financial Planning
Massachusetts
$207M +$14.2M +7% 1.8% 71.1% 57 17.54%
CWM
6104
Cadence Wealth Management
Massachusetts
$207M +$16.2M +8% 7.21% 56.4% 61 11.48%
CA
6105
CWC Advisors
Oregon
$207M +$2.89M +1% 3.21% 154 7.79%
RCAP
6106
Resolute Capital Asset Partners
Colorado
$207M +$15.8M +8% 20.3% 657% 71 69.01%
LCM
6107
LCM Capital Management
Illinois
$207M -$1.56M -0.7% 2.1% 108% 116 7.76%
UOC
6108
University of Chicago
Illinois
$207M +$2.14M +1% 2.3% 62.3% 12 8.33%
EHWM
6109
Eads & Heald Wealth Management
Georgia
$207M -$2.75M -1% 3.08% 84.4% 144 5.56%
FWM
6110
Finer Wealth Management
Massachusetts
$207M +$6.01M +3% 6.53% 149% 91 14.29%
MMHP
6111
Murphy Middleton Hinkle & Parker
Georgia
$207M +$2.12M +1% 0.73% 61.7% 228 81.14%
SIAM
6112
Sterling Investment Advisors (Missouri)
Missouri
$207M +$4.7M +2% 0.47% 37.8% 40 5%
SGWM
6113
Sterling Group Wealth Management
California
$207M +$4.73M +2% 2.7% 67.7% 53 5.66%
AL
6114
ADE LLC
Maryland
$207M +$8.67M +4% 2.11% 52.2% 87 5.75%
WFAG
6115
Worth Financial Advisory Group
North Carolina
$206M +$28.2M +16% 2.39% 82.9% 187 22.99%
SPFA
6116
Summit Place Financial Advisors
New Jersey
$206M -$5.73M -3% 1.88% 95.2% 105 10.48%
PP
6117
Praetorian PR
Puerto Rico
$206M +$40M +24% 3.8% 80.3% 20 45%
CC
6118
Cannell Capital
Wyoming
$206M -$450M -69% 2.91% 127% 79 62.03%
KCM
6119
Kennicott Capital Management
California
$206M -$986K -0.5% 1.66% 85.5% 50 8%
KIM
6120
Kane Investment Management
California
$206M +$606K +0.3% 2.94% 106 20.75%
MM
6121
Marnell Management
Michigan
$206M 3.46% 62
DWG
6122
Darden Wealth Group
Michigan
$206M +$14.8M +8% 5.9% 152 14.47%
NIMC
6123
Nierenberg Investment Management Company
Washington
$206M -$28M -12% 1.06% 135% 62 40.32%
ACM
6124
Alethea Capital Management
Washington
$206M +$50.3M +32% 41.8% 275% 36 69.44%
WC
6125
Wynn Capital
Georgia
$206M -$173K -0.1% 4.25% 112 4.46%