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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
OPW
6326
Oxler Private Wealth
New York
$121M -$78.4M -39% 12.7% 87.3% 93 25.81%
RAM
6327
RK Asset Management
Michigan
$121M +$13.6M +13% 14.2% 47.6% 21 0%
CRIG
6328
Charter Research & Investment Group
Connecticut
$120M +$9.4M +8% 8.22% 71.1% 86 13.95%
KA
6329
Keene & Associates
Texas
$120M -$4.13M -3% 5.19% 20.3% 82 3.66%
BMCM
6330
Black Maple Capital Management
Wisconsin
$120M -$27M -18% 11.5% 29.7% 126 42.86%
BMD
6331
Better Money Decisions
New Mexico
$120M +$6.86M +6% 8.11% 32.7% 63 11.11%
CCP
6332
Cassia Capital Partners
North Carolina
$120M -$1.73M -1% 7.39% 45.8% 62 6.45%
EFG
6333
Erickson Financial Group
Pennsylvania
$120M +$13.4M +13% 11.6% 63.3% 24 4.17%
MIM
6334
Meixler Investment Management
Arizona
$120M +$8.46M +8% 7.8% 72.1% 99 6.06%
GITFIT
6335
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$120M $0 0% 17.4% 105% 119 0%
RLWM
6336
RF&L Wealth Management
Massachusetts
$120M +$12.6M +12% 11.1% 69.9% 56 7.14%
LFS
6337
Leibman Financial Services
Nebraska
$120M 9.8% 52
EWM
6338
Endowment Wealth Management
Wisconsin
$120M +$8.82M +8% 8.77% 57.4% 144 18.75%
NRWA
6339
North Ridge Wealth Advisors
Oregon
$120M +$17.5M +17% 10.3% 29.5% 39 7.69%
ICVCFVA
6340
IDG China Venture Capital Fund V Associates
Hong Kong
$120M +$29.4M +32% 32.5% 24.1% 1 0%
FA
6341
FF Advisors
California
$120M 9.34% 81
RF
6342
Rubicon Founders
Tennessee
$120M 0.13% 1
YEPV
6343
Yorktown Energy Partners VIII
New York
$120M -$24.3M -17% 11.5% 15.2% 3 33.33%
CCM
6344
Connective Capital Management
California
$120M +$76.1M +174% 20.3% 144% 113 82.3%
LCAM
6345
Long Corridor Asset Management
Hong Kong
$120M +$5.66M +5% 1.25% 58.7% 16 31.25%
PFA
6346
Petra Financial Advisors
Colorado
$120M -$124K -0.1% 10.1% 129% 129 15.5%
WDOM
6347
Wasserstein Debt Opportunities Management
New York
$120M 6.44% 1
HWM
6348
Howard Wealth Management
Connecticut
$120M +$11.2M +10% 9.9% 60.3% 105 14.29%
BCM
6349
BDL Capital Management
France
$120M 6.59% 17
NED
6350
Nancy E. Dempze
$120M +$8.21M +7% 9.29% 59.1% 64 9.38%