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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
WFS
6226
Widmann Financial Services
Maryland
$105M +$5.34M +5% 4.38% 62.4% 88 10.23%
MWM
6227
Massachusetts Wealth Management
Massachusetts
$105M +$7.56M +8% 4.67% 77.9% 83 4.82%
HFW
6228
Horizon Family Wealth
Illinois
$105M +$10.1M +11% 7.24% 59.9% 66 15.15%
NI
6229
NetEase Inc
China
$104M +$24.4M +31% 49.1% 992% 2 0%
BCM
6230
BlueMar Capital Management
Florida
$104M -$2.99M -3% 4.01% 27.4% 24 12.5%
SAM
6231
Steinberg Asset Management
New York
$104M +$5.61M +6% 0.15% 114% 38 10.53%
WEPOG
6232
Wealth Enhancement & Preservation of GA
Georgia
$104M +$20.7M +25% 7.44% 82.2% 51 25.49%
HA
6233
Hofer & Associates
California
$104M +$4.19M +4% 6.18% 54.2% 56 16.07%
CI
6234
CPR Investments
Michigan
$104M +$145K +0.1% 3.01% 79.3% 53 60.38%
MFA
6235
Morling Financial Advisors
California
$104M +$11.3M +12% 8.36% 87.8% 87 14.94%
NBT
6236
Northwest Bank & Trust
Iowa
$104M 11.6% 201
WCM
6237
W Capital Management
New York
$104M -$13.6M -12% 0.37% 4 0%
PA
6238
Prossimo Advisors
California
$104M +$62.8M +153% 7.38% 73.8% 127 59.06%
FFP
6239
Forbes Financial Planning
Rhode Island
$104M +$1.95M +2% 3.83% 46.7% 30 6.67%
BFP
6240
Brewster Financial Planning
New York
$104M +$3.84M +4% 3.2% 40.8% 15 13.33%
ADBIC
6241
A.D. Beadell Investment Counsel
Wisconsin
$103M -$6.18M -6% 5.19% 74.9% 74 17.57%
RPM
6242
Ridgemont Partners Management
North Carolina
$103M +$17.4M +20% 20.2% 45.6% 1 0%
EB
6243
Exchange Bank
California
$103M 4.68% 67.1% 104
CWM
6244
Cadence Wealth Management
Massachusetts
$103M +$5.09M +5% 2.18% 63.6% 39 25.64%
YCM
6245
Yost Capital Management
Texas
$103M +$11.9M +13% 18.7% 125% 20 70%
4WM
6246
4J Wealth Management
Virginia
$103M +$9.93M +11% 5.82% 68.2% 88 15.91%
PWAM
6247
Pinnacle West Asset Management
Wyoming
$103M +$7.25M +8% 7.4% 78.2% 102 4.9%
JAIC
6248
Josh Arnold Investment Consultant
Minnesota
$103M +$18.5M +22% 20.3% 121% 35 65.71%
GAM
6249
Grandview Asset Management
Pennsylvania
$103M -$67.6M -40% 16.5% 172% 120 56.67%
CM
6250
CM Management
Florida
$103M +$18.3M +22% 40.9% 141% 78 26.92%