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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
CIM
6251
Caldwell Investment Management
Ontario, Canada
$143M +$9.72M +7% 39
WFL
6252
Wealth Forward LLC
North Dakota
$143M +$14.6M +11% 32
CAM
6253
Clio Asset Management
Virginia
$142M +$14.4M +11% 14
SCM
6254
Solas Capital Management
Connecticut
$142M -$40.5M -22% 23
OIM
6255
Opus Investment Management
Massachusetts
$142M -$12.5M -8% 38
VWA
6256
VERITY Wealth Advisors
United States
$142M +$8.73M +7% 76
EC
6257
EdgeRock Capital
Colorado
$142M +$13M +10% 299
CCM
6258
Crabel Capital Management
California
$142M +$60.7M +75% 49
FA
6259
Financial Alternatives
California
$142M +$9.07M +7% 85
LAIC
6260
Lederer & Associates Investment Counsel
California
$142M +$3.9M +3% 88
LC
6261
Lakehouse Capital
Australia
$142M -$623K -0.4% 14
ZRP
6262
Zynergy Retirement Planning
New Jersey
$142M +$11.3M +9% 129
PS
6263
Pennant Select
New Jersey
$142M -$588K -0.4% 10
GWMI
6264
Guardian Wealth Management (Illinois)
Illinois
$142M +$11.1M +8% 253
MMRF
6265
Michelson Medical Research Foundation
California
$142M +$25.5M +22% 29
UWM
6266
Udine Wealth Management
Florida
$142M -$1.82M -1% 30
PWM
6267
Partnership Wealth Management
Maryland
$142M +$6.17M +5% 223
FF
6268
Farrell Financial
New York
$142M +$13.2M +10% 71
SGEFP
6269
SIG Growth Equity Funds Partnership
Delaware
$142M +$37.4M +36% 1
RCWM
6270
Royal Capital Wealth Management
Indiana
$142M +$8.76M +7% 99
SCM
6271
Sheridan Capital Management
California
$142M +$6.98M +5% 27
PA
6272
Promethium Advisors
Maryland
$142M 133
MSK
6273
Melissa S. Kampmann
$141M +$4.51M +3% 41
WWM
6274
Whalen Wealth Management
Nevada
$141M +$15.2M +12% 146
BFA
6275
Brown Financial Advisory
Alabama
$141M +$11.3M +9% 37