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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
BFM
6201
Broadview Financial Management
Wisconsin
$137M -$22.3K -0% 0.2% 41.8% 41 4.88%
EWM
6202
Endowment Wealth Management
Wisconsin
$137M +$3.71M +3% 0.41% 57.4% 136 7.35%
LTL
6203
Lowery Thomas LLC
California
$137M +$6.43M +5% 3.74% 55.8% 47 4.26%
1M
6204
13D Management
New York
$137M -$26.7M -16% 6.45% 82.8% 31 41.94%
GWM
6205
Greenhouse Wealth Management
Connecticut
$137M +$3.54M +3% 2.98% 65.7% 60 6.67%
WAM
6206
WealthTrust Asset Management
Florida
$137M +$5.62M +4% 6.01% 97.9% 99 25.25%
MSK
6207
Melissa S. Kampmann
$137M -$2.17M -2% 0.43% 40 2.5%
ICMARC
6208
International City Management Association Retirement Corp
District of Columbia
$137M +$17.2M +14% 0.09% 35.2% 8 50%
CWM
6209
Comprehensive Wealth Management
Washington
$137M +$8.38M +7% 0.71% 24% 44 63.64%
PF
6210
Penney Financial
Texas
$137M +$1.32M +1% 1.17% 34 2.94%
SSCM
6211
Spectrum Strategic Capital Management
Oregon
$137M +$5.59M +4% 4.25% 26 0%
VH
6212
Visionary Horizons
Tennessee
$137M +$7.96M +6% 1.22% 85 11.76%
GCCM
6213
Gate City Capital Management
Illinois
$137M +$2.94M +2% 1.07% 17 35.29%
SIA
6214
Spectrum Investment Advisors
Wisconsin
$137M +$1.21M +0.9% 1.98% 36 36.11%
ECP
6215
Epacria Capital Partners
Colorado
$136M -$1.58M -1% 2.04% 85.8% 60 18.33%
AIM
6216
AHL Investment Management
Florida
$136M +$6M +5% 0.81% 57.7% 69 8.7%
BDS
6217
Banco de Sabadell
Florida
$136M +$2.04M +2% 3.19% 66% 60 0%
HWMC
6218
Heritage Wealth Management (California)
California
$136M +$3.86M +3% 2.58% 128 14.06%
SC
6219
Settian Capital
New York
$136M +$1.32M +1% 2.48% 54.6% 29 0%
2P
6220
26North Partners
New York
$136M +$5.45M +4% 4.09% 66.2% 1 0%
GAA
6221
Guardian Asset Advisors
Pennsylvania
$136M +$15.6M +13% 6.61% 102 6.86%
SC
6222
Shearwater Capital
Colorado
$136M +$427K +0.3% 0.4% 64.2% 43 0%
SI
6223
SQN Investors
California
$136M -$18.6M -12% 7.12% 23 30.43%
VFG
6224
Valley Financial Group
Pennsylvania
$136M +$4.62M +4% 0.46% 58 5.17%
BG
6225
BRX Global
New York
$136M +$2.81M +2% 8.91% 80.7% 5 0%