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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
CJ
6126
Caitlin John
Michigan
$151M -$8.64M -5% 0.33% 890 7.3%
GCCM
6127
Green Court Capital Management
Hong Kong
$151M -$123M -45% 12.9% 26.9% 3 33.33%
SIC
6128
Sterling Investment Counsel
New York
$151M -$129M -46% 2.43% 82.8% 178 30.9%
GWM
6129
Greenhouse Wealth Management
Connecticut
$151M +$2.8M +2% 4.1% 65.7% 64 14.06%
BIM
6130
Bullseye Investment Management
Ohio
$151M -$20.5M -12% 0.58% 43.5% 97 57.73%
EFA
6131
Efficient Frontier Advisors
Connecticut
$151M -$3.29M -2% 1.98% 18 5.56%
ACM
6132
Ategra Capital Management
Virginia
$151M +$10.4M +7% 10.5% 91.1% 25 20%
CAM
6133
Costello Asset Management
Pennsylvania
$151M +$1.66M +1% 0.67% 55% 205 13.66%
SWM
6134
Sanctuary Wealth Management
Idaho
$151M +$11.3M +8% 3.2% 304 19.41%
LA
6135
Lakeside Advisors
Washington
$151M -$7.96M -5% 2.22% 64.4% 65 4.62%
SIA
6136
Stegner Investment Associates
Kentucky
$151M +$3.93M +3% 3.23% 75.3% 27 11.11%
WWM
6137
Wolff Wiese Magana
California
$151M +$4.89M +3% 3.67% 136% 1,025 10.15%
SWP
6138
Semus Wealth Partners
Florida
$151M +$8.06M +6% 5.76% 79.2% 126 15.08%
CWM
6139
Cadence Wealth Management
Massachusetts
$151M +$28M +23% 7.8% 63.6% 49 12.24%
DWM
6140
Defined Wealth Management
Oregon
$151M -$3.02M -2% 0.52% 54.4% 110 4.55%
BAM
6141
Bastion Asset Management
Canada
$151M 9.83% 46
SCM
6142
Solas Capital Management
Connecticut
$151M +$8.13M +6% 5.92% 41.5% 20 15%
HFW
6143
Horizon Family Wealth
Illinois
$151M +$10.4M +7% 1.05% 59.9% 91 24.18%
PCM
6144
Palouse Capital Management
Washington
$150M -$7.95M -5% 2.8% 67.8% 142 16.2%
MAM
6145
MWA Asset Management
Massachusetts
$150M -$27.8K -0% 3.78% 135 12.59%
O3W
6146
Omni 360 Wealth
New Jersey
$150M +$4.71M +3% 0.57% 114 7.02%
FDDB
6147
Fidelity D&D Bancorp
Pennsylvania
$150M -$73.1K -0% 1.35% 115 10.43%
NWMG
6148
National Wealth Management Group
Ohio
$150M +$2.61M +2% 4.6% 123% 179 39.66%
ACA
6149
Apis Capital Advisors
New York
$150M +$6.4M +4% 38.9% 1,035% 38 36.84%
CGA
6150
Channing Global Advisors
Florida
$150M +$31.6M +27% 1.62% 104% 58 24.14%