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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
CWMGP
6326
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$96.9M +$6.69M +7% 5.11% 75.9% 62 17.74%
MW
6327
Marks Wealth
Maryland
$96.8M +$85.7M +768% 1.26% 169% 8 25%
LW
6328
Lauer Wealth
Indiana
$96.7M +$16.7M +21% 5.51% 75.5% 53 37.74%
YSP
6329
Yarra Square Partners
New York
$96.7M +$15.3M +19% 7.82% 55.9% 20 10%
BWA
6330
Blodgett Wealth Advisors
California
$96.6M +$10.1M +12% 13.6% 112% 68 13.24%
MWA
6331
Motive Wealth Advisors
Michigan
$96.6M +$5.16M +6% 6.2% 66% 56 10.71%
AEPLI
6332
AH Equity Partners LSV II
California
$96.4M +$3.21M +3% 4.03% 4 0%
T
6333
Tinicum
New York
$96.4M +$2.75M +3% 2.94% 21.1% 1 0%
OC
6334
Oppenheimer & Close
New York
$96.3M -$4.75M -5% 3.87% 145% 62 17.74%
DM
6335
Delphi Management
Massachusetts
$96.2M 6.44% 111% 82
NWMG
6336
National Wealth Management Group
Ohio
$96.2M +$8.71M +10% 8.6% 123% 180 56.11%
ACM
6337
Agincourt Capital Management
Virginia
$95.9M -$26.7M -22% 2.96% 0.36% 4 0%
SM
6338
Salzhauer Michael
$95.9M -$17.4M -15% 3.66% 107% 108 27.78%
WIM
6339
Waycross Investment Management
Washington
$95.9M -$4.06M -4% 4.04% 47.6% 52 7.69%
AAM
6340
American Asset Management
Florida
$95.8M +$2.27M +2% 2.22% 42.5% 15 6.67%
IDP
6341
In-Depth Partners
Florida
$95.6M +$13.4M +16% 12.1% 157% 13 0%
BCM
6342
Barrier Capital Management
California
$95.6M +$10.8M +13% 12.5% 151% 19 36.84%
MAG
6343
Millrace Asset Group
Pennsylvania
$95.5M +$9.77M +11% 17.1% 113% 69 44.93%
QUSVM
6344
Qiming U.S. Ventures Management
Washington
$95.2M +$12.5M +15% 27.5% 1,484% 7 0%
OL
6345
Owen LaRue
Kentucky
$95.1M +$2.62M +3% 10.6% 126% 94 45.74%
FFWM
6346
Future Financial Wealth Management
Ohio
$95M +$4.24M +5% 5.46% 59.5% 123 21.95%
DFC
6347
DB Fitzpatrick & Co
Idaho
$94.8M +$2.49M +3% 2.05% 37.1% 69 8.7%
ACM
6348
Ativo Capital Management
Illinois
$94.8M +$13M +16% 2.98% 57.9% 61 21.31%
HA
6349
HFG Advisors
Ohio
$94.7M +$6.93M +8% 6.09% 54.8% 97 13.4%
LAS
6350
LWM Advisory Services
Florida
$94.7M +$1.02M +1% 6.76% 64.9% 85 17.65%