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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 Avg Holding
Period (Yrs)
RCWM
6401
Royal Capital Wealth Management
Indiana
$142M +$8.76M +7% 6.36% 83.8% 99 13.13% 2
Sheridan Capital Management
6402
Sheridan Capital Management
California
$142M +$6.98M +5% 4.85% – 27 11.11% 0.7
Promethium Advisors
6403
Promethium Advisors
Maryland
$142M – – 8.87% – 133 – 0
MSK
6404
Melissa S. Kampmann
$141M +$4.51M +3% 5.87% 70.4% 41 2.44% 1
Whalen Wealth Management
6405
Whalen Wealth Management
Nevada
$141M +$15.2M +12% 4.51% 90.2% 146 54.11% 0.3
Brown Financial Advisory
6406
Brown Financial Advisory
Alabama
$141M +$11.3M +9% 7.67% 66.3% 37 16.22% 2.4
RF&L Wealth Management
6407
RF&L Wealth Management
Massachusetts
$141M +$9.9M +8% 6.37% 73.8% 59 6.78% 1.5
Avid Wealth Partners
6408
Avid Wealth Partners
Texas
$141M +$12.6M +10% 4.68% – 46 21.74% 0.5
Counterweight Ventures
6409
Counterweight Ventures
North Carolina
$141M +$8.86M +7% 5.78% – 70 10% 0.7
LAM Group
6410
LAM Group
Oregon
$141M +$22.6M +19% 8.11% 61.8% 133 2.26% 1.5
Fortune 45 LLC
6411
Fortune 45 LLC
Louisiana
$141M +$10.1M +8% 4.6% 85.2% 27 18.52% 2.1
S.R. Schill & Associates
6412
S.R. Schill & Associates
Washington
$141M -$87.1M -38% 7.48% 42.7% 86 61.63% 3.8
BFS
6413
Burr Financial Services
California
$141M -$2.03M -1% 1.97% 478% 30 13.33% 0.7
PP
6414
Pingora Partners
Wyoming
$141M -$51.4K -0% 12.6% – 237 8.02% 0.7
RCP
6415
RPM Capital Partners
New York
$141M +$20.8M +17% 17.3% 8.37% 1 0% 0.8
Andrews Lucia Wealth Management
6416
Andrews Lucia Wealth Management
California
$141M -$1.99M -1% 6.52% 59.7% 27 0% 2.2
Leibman Financial Services
6417
Leibman Financial Services
Nebraska
$141M +$6.22M +5% 4.85% 59.2% 63 20.63% 0.6
HWMC
6418
Heritage Wealth Management (California)
California
$141M +$4.79M +4% 5.57% 78.5% 130 10.77% 0.7
InTrack Investment Management
6419
InTrack Investment Management
Vermont
$141M +$479K +0.3% 5.64% 99.2% 134 12.69% 2
Better Money Decisions
6420
Better Money Decisions
New Mexico
$141M +$8.07M +6% 5.49% 32.7% 67 7.46% 2.5
University of Maryland Foundation
6421
University of Maryland Foundation
Maryland
$141M +$47.1M +50% 6.63% 51.2% 7 14.29% 3.7
Starwood Capital Group Management
6422
Starwood Capital Group Management
Florida
$141M +$101M +249% 11.5% 16.2% 7 57.14% 0.5
Mosaic Financial Group
6423
Mosaic Financial Group
Illinois
$141M +$1.61M +1% 6.34% – 137 17.52% 0.5
Ategra Capital Management
6424
Ategra Capital Management
Virginia
$141M +$21.5M +18% 14.6% 114% 27 29.63% 2.2
Atmos Advisory
6425
Atmos Advisory
Pennsylvania
$141M +$12.9M +10% 6.25% 31.9% 20 0% 2.7