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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)
KCM
6426
Knoll Capital Management
Florida
$121M +$24.4M +25% 14.8% 258% 41 31.71% 1.7
M28 Capital Management
6427
M28 Capital Management
Connecticut
$121M +$33.5M +38% 59.9% 200% 11 9.09% 1.7
KCS
6428
Koonce Calvin Scott
$121M +$26.4M +28% 28.1% 67.9% 2 0% 4.8
Johnson & White Wealth Management
6429
Johnson & White Wealth Management
Pennsylvania
$121M +$10.1M +9% 9.61% 85.1% 81 13.58% 0.5
Schwallier Wealth Management
6430
Schwallier Wealth Management
Michigan
$121M – – 6.69% – 35 – 0
LI
6431
LHM Inc
Utah
$121M – – 11.9% – 8 – 0
Propel Bio Management
6432
Propel Bio Management
California
$121M – – 28.1% – 34 – 0
Dominguez Wealth Management Solutions
6433
Dominguez Wealth Management Solutions
Virginia
$121M +$12.3M +11% 8.31% 59.7% 59 6.78% 0.9
CI
6434
Carroll Investors
South Carolina
$121M +$7.76M +7% 22.1% 241% 31 41.94% 1.4
Costello Asset Management
6435
Costello Asset Management
Pennsylvania
$121M +$11.7M +11% 7.76% 81.5% 200 11.5% 3.1
Michael S. Ryan Inc
6436
Michael S. Ryan Inc
New York
$121M +$15.8M +15% 9.96% 63.3% 51 5.88% 0.5
JDM Financial Group
6437
JDM Financial Group
Texas
$121M +$12.1M +11% 11% 56.7% 211 1.42% 0.9
Oxler Private Wealth
6438
Oxler Private Wealth
New York
$121M -$78.4M -39% 12.7% 119% 93 25.81% 2.6
RK Asset Management
6439
RK Asset Management
Michigan
$121M +$13.6M +13% 14.2% 47.6% 21 0% 4.3
Charter Research & Investment Group
6440
Charter Research & Investment Group
Connecticut
$120M +$9.4M +8% 8.22% 82.3% 86 13.95% 5.8
Keene & Associates
6441
Keene & Associates
Texas
$120M -$4.13M -3% 5.19% 20.3% 82 3.66% 1.7
Black Maple Capital Management
6442
Black Maple Capital Management
Wisconsin
$120M -$27M -18% 11.5% 35.7% 126 42.86% 0.7
Better Money Decisions
6443
Better Money Decisions
New Mexico
$120M +$6.86M +6% 8.11% 32.7% 63 11.11% 2
Cassia Capital Partners
6444
Cassia Capital Partners
North Carolina
$120M -$1.73M -1% 7.39% 59.9% 62 6.45% 1.4
Erickson Financial Group
6445
Erickson Financial Group
Pennsylvania
$120M +$13.4M +13% 11.6% 63.3% 24 4.17% 1.7
MIM
6446
Meixler Investment Management
Arizona
$120M +$8.46M +8% 7.8% 60.8% 99 6.06% 1.3
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
6447
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$120M $0 0% 17.4% 105% 119 0% 1.3
RF&L Wealth Management
6448
RF&L Wealth Management
Massachusetts
$120M +$12.6M +12% 11.1% 73.8% 56 7.14% 0.9
Leibman Financial Services
6449
Leibman Financial Services
Nebraska
$120M – – 9.8% 59.2% 52 – 0
Endowment Wealth Management
6450
Endowment Wealth Management
Wisconsin
$120M +$8.82M +8% 8.77% 70.7% 144 18.75% 1.4