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 Avg Holding
Period (Yrs)
SAM
6326
Steinberg Asset Management
New York
$104M +$5.61M +6% 0.15% 130% 38 10.53% 3.5
WEPOG
6327
Wealth Enhancement & Preservation of GA
Georgia
$104M +$20.7M +25% 7.44% 82.2% 51 25.49% 1.9
HA
6328
Hofer & Associates
California
$104M +$4.19M +4% 6.18% 61.7% 56 16.07% 1.3
CI
6329
CPR Investments
Michigan
$104M +$145K +0.1% 3.01% 79.3% 53 60.38% 0.5
MFA
6330
Morling Financial Advisors
California
$104M +$11.3M +12% 8.36% 91.2% 87 14.94% 1.2
NBT
6331
Northwest Bank & Trust
Iowa
$104M – – 11.6% – 201 – 0
WCM
6332
W Capital Management
New York
$104M -$13.6M -12% 0.37% – 4 0% 1.4
PA
6333
Prossimo Advisors
California
$104M +$62.8M +153% 7.38% 78.4% 127 59.06% 0.2
FFP
6334
Forbes Financial Planning
Rhode Island
$104M +$1.95M +2% 3.83% 46.7% 30 6.67% 1.1
BFP
6335
Brewster Financial Planning
New York
$104M +$3.84M +4% 3.2% 44.3% 15 13.33% 1.2
ADBIC
6336
A.D. Beadell Investment Counsel
Wisconsin
$103M -$6.18M -6% 5.19% 83.3% 74 17.57% 4.9
RPM
6337
Ridgemont Partners Management
North Carolina
$103M +$17.4M +20% 20.2% 45.6% 1 0% 1.5
EB
6338
Exchange Bank
California
$103M – – 4.68% 75.2% 104 – 0
CWM
6339
Cadence Wealth Management
Massachusetts
$103M +$5.09M +5% 2.18% 56.4% 39 25.64% 1.2
YCM
6340
Yost Capital Management
Texas
$103M +$11.9M +13% 18.7% 125% 20 70% 0.4
4WM
6341
4J Wealth Management
Virginia
$103M +$9.93M +11% 5.82% 68.2% 88 15.91% 1.5
PWAM
6342
Pinnacle West Asset Management
Wyoming
$103M +$7.25M +8% 7.4% 100% 102 4.9% 0.2
JAIC
6343
Josh Arnold Investment Consultant
Minnesota
$103M +$18.5M +22% 20.3% 272% 35 65.71% 0.4
GAM
6344
Grandview Asset Management
Pennsylvania
$103M -$67.6M -40% 16.5% 172% 120 56.67% 2.3
CM
6345
CM Management
Florida
$103M +$18.3M +22% 40.9% 110% 78 26.92% 1.5
FWMM
6346
Foundation Wealth Management (Missouri)
Missouri
$102M +$5.35M +6% 5.73% 64% 39 5.13% 0.5
RIG
6347
Ramiah Investment Group
Wisconsin
$102M -$7.84M -7% 5.14% 55.3% 85 44.71% 1.6
TIM
6348
Tevis Investment Management
Texas
$102M +$4.06M +4% 4.71% 58.7% 93 16.13% 1.2
RIA
6349
Richwood Investment Advisors
Ohio
$102M +$2.11M +2% 6.1% 66% 106 7.55% 1.4
MFS
6350
Monetta Financial Services
Illinois
$102M +$8.77M +9% 14.2% 275% 68 44.12% 2.2