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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
WFL
6376
Wealth Forward LLC
North Dakota
$143M +$14.6M +11% 6.69% 32 3.13%
PCP
6377
Perbak Capital Partners
United Kingdom
$142M -$196M -58% 9.33% 57 49.12%
CAM
6378
Clio Asset Management
Virginia
$142M +$14.4M +11% 10.9% 70% 14 14.29%
SCM
6379
Solas Capital Management
Connecticut
$142M -$40.5M -22% 1.16% 62.5% 23 34.78%
OIM
6380
Opus Investment Management
Massachusetts
$142M -$12.5M -8% 9.79% 52.8% 38 21.05%
VWA
6381
VERITY Wealth Advisors
United States
$142M +$8.73M +7% 6.1% 59.9% 76 6.58%
EC
6382
EdgeRock Capital
Colorado
$142M +$13M +10% 4.45% 71.3% 299 81.61%
CCM
6383
Crabel Capital Management
California
$142M +$60.7M +75% 4.64% 13.9% 49 28.57%
FA
6384
Financial Alternatives
California
$142M +$9.07M +7% 7.08% 50.2% 85 3.53%
LAIC
6385
Lederer & Associates Investment Counsel
California
$142M +$3.9M +3% 6.86% 75.5% 88 9.09%
LC
6386
Lakehouse Capital
Australia
$142M -$623K -0.4% 9.17% 47.2% 14 7.14%
ZRP
6387
Zynergy Retirement Planning
New Jersey
$142M +$11.3M +9% 6.9% 129 17.05%
PS
6388
Pennant Select
New Jersey
$142M -$588K -0.4% 11.6% 10 0%
GWMI
6389
Guardian Wealth Management (Illinois)
Illinois
$142M +$11.1M +8% 8.5% 103% 247 6.07%
MMRF
6390
Michelson Medical Research Foundation
California
$142M +$25.5M +22% 7.39% 52.2% 29 17.24%
UWM
6391
Udine Wealth Management
Florida
$142M -$1.82M -1% 4.12% 127% 30 26.67%
MC
6392
Muzinich & Co
New York
$142M +$10.8M +8% 2.93% 9.67% 58 36.21%
PWM
6393
Partnership Wealth Management
Maryland
$142M +$6.17M +5% 6.06% 223 21.52%
FF
6394
Farrell Financial
New York
$142M +$13.2M +10% 6.14% 71 11.27%
SGEFP
6395
SIG Growth Equity Funds Partnership
Delaware
$142M +$37.4M +36% 35.9% 1 0%
RCWM
6396
Royal Capital Wealth Management
Indiana
$142M +$8.76M +7% 6.36% 83.8% 99 13.13%
SCM
6397
Sheridan Capital Management
California
$142M +$6.98M +5% 4.85% 27 11.11%
PA
6398
Promethium Advisors
Maryland
$142M 8.87% 133
MSK
6399
Melissa S. Kampmann
$141M +$4.51M +3% 5.87% 70.4% 41 2.44%
WWM
6400
Whalen Wealth Management
Nevada
$141M +$15.2M +12% 4.51% 146 54.11%