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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
WSL
6151
Western Standard LLC
California
$150M +$43.5M +41% 1.54% 68.9% 28 42.86%
WLG
6152
Williamson Legacy Group
Indiana
$150M +$413K +0.3% 6.04% 135 37.04%
SA
6153
Stonebridge Advisors
Connecticut
$150M +$631K +0.4% 4.34% 2.4% 5 40%
SAM
6154
Sectoral Asset Management
Quebec, Canada
$150M -$19.5M -12% 0.63% 166% 99 22.22%
SIA
6155
Spectrum Investment Advisors
Wisconsin
$150M +$3.98M +3% 0.91% 30 20%
RHDIC
6156
R.H. Dinel Investment Counsel
California
$150M -$10.3M -6% 4.91% 34.1% 42 0%
WHCI
6157
W.H. Cornerstone Investments
Massachusetts
$150M +$1.72M +1% 0.36% 47.2% 129 14.73%
AIC
6158
Argus Investors Counsel
New York
$150M -$3.53M -2% 2.98% 92.3% 118 6.78%
ALWM
6159
Andrews Lucia Wealth Management
California
$150M +$8.64M +6% 1.41% 59.7% 28 10.71%
MPIM
6160
McGinn Penninger Investment Management
Virginia
$150M -$536K -0.4% 1.21% 50.2% 26 7.69%
BFS
6161
Beacon Financial Strategies
North Carolina
$150M +$2.92M +2% 0.51% 50.4% 36 8.33%
ADMI
6162
Albert D. Mason Inc
Massachusetts
$150M -$6.49M -4% 1.2% 82% 151 7.28%
OCM
6163
Objective Capital Management
Ohio
$150M -$20.6M -12% 5.07% 158 18.99%
NWMG
6164
Nicholson Wealth Management Group
South Carolina
$150M +$27.9M +23% 5.08% 103 9.71%
LW
6165
Lauer Wealth
Indiana
$150M +$20.1M +16% 11.9% 75.5% 46 39.13%
MWM
6166
Melfa Wealth Management
Massachusetts
$150M -$1.96M -1% 2.65% 42.9% 205 3.41%
RCF
6167
Rainwater Charitable Foundation
Texas
$150M -$65.5M -30% 2.33% 40.2% 4 0%
SP
6168
Successful Portfolios
Florida
$149M +$1.65M +1% 0.73% 101% 170 9.41%
CWM
6169
Certus Wealth Management
California
$149M +$5.72M +4% 0.62% 57 10.53%
RAM
6170
Robocap Asset Management
United Kingdom
$149M -$9.39M -6% 8.31% 259% 28 25%
PTCG
6171
Pring Turner Capital Group
California
$149M -$9.1M -6% 0.78% 68.8% 72 12.5%
CCA
6172
Clarity Capital Advisors
Florida
$149M +$9.94M +7% 1.4% 80 2.5%
TT
6173
TI-Trust
Illinois
$149M +$9.64M +7% 0.07% 85.8% 129 6.2%
RMC
6174
Ring Mountain Capital
California
$149M 7.09% 89
ACG
6175
Ampersand Capital Group
California
$149M 21.1% 7