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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
WLG
6376
Williamson Legacy Group
Indiana
$134M +$5.31M +4% 12.6% 119 58.82%
SGC
6377
Slocum, Gordon & Co
Rhode Island
$134M -$317K -0.2% 0.56% 55.2% 151 15.23%
JHWEPV
6378
J.H. Whitney Equity Partners VII
Connecticut
$134M +$13.1M +11% 10.8% 407% 1 0%
CAM
6379
Costello Asset Management
Pennsylvania
$134M -$5.63M -4% 0.81% 65.9% 181 9.94%
KA
6380
Kearns & Associates
California
$134M +$4.82M +4% 3.17% 69.4% 44 9.09%
CG
6381
Compass Group
New York
$134M -$97.3M -42% 2.29% 64.6% 20 25%
FNWA
6382
Financial Network Wealth Advisors
Utah
$134M +$33.3M +33% 2.25% 947 87.12%
SCM
6383
Stonehill Capital Management
New York
$134M +$89.2M +200% 0.61% 117% 11 54.55%
CPCP
6384
Cedar Point Capital Partners
Iowa
$134M +$1.95M +1% 1.29% 57 8.77%
APC
6385
Asset Planning Corporation
Tennessee
$134M -$3.3M -2% 1.02% 44.5% 42 9.52%
KCM
6386
KRS Capital Management
Michigan
$134M +$9.67M +8% 12.4% 233% 124 12.1%
VWA
6387
VERITY Wealth Advisors
United States
$133M +$3.16M +2% 2.18% 59.9% 74 0%
IFU
6388
iSAM Funds (UK)
United Kingdom
$133M -$41.2M -24% 2.24% 53.7% 387 82.43%
MCA
6389
Martin Capital Advisors
Texas
$133M +$5.83M +5% 8.02% 117% 67 1.49%
AIA
6390
Affinity Investment Advisors
California
$133M -$3.87M -3% 0.03% 189% 134 18.66%
FA
6391
Financial Alternatives
California
$133M +$3.77M +3% 1.14% 50.2% 84 4.76%
ACM
6392
Andina Capital Management
Utah
$133M +$5.08M +4% 0.8% 131 33.59%
OCM
6393
Orser Capital Management
Texas
$133M +$26.3M +25% 9.29% 122% 42 2.38%
BMD
6394
Better Money Decisions
New Mexico
$133M +$6.84M +5% 1.06% 32.7% 67 4.48%
CIM
6395
Caldwell Investment Management
Ontario, Canada
$133M -$1.47M -1% 4.29% 162% 40 32.5%
VWWMG
6396
Vermillion & White Wealth Management Group
Pennsylvania
$133M +$7.61M +6% 1.04% 378 8.99%
DWMS
6397
Dominguez Wealth Management Solutions
Virginia
$133M +$5.8M +5% 3.29% 47.2% 59 3.39%
RWMG
6398
Redwood Wealth Management Group
New Jersey
$133M +$38.4M +41% 3.1% 74.1% 1,199 90.41%
SL
6399
SFM LLC
New Hampshire
$133M +$1.89M +1% 2.82% 57 7.02%
RCWM
6400
Royal Capital Wealth Management
Indiana
$133M +$5.45M +4% 3.83% 83.8% 100 14%