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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
KCM
6451
KRS Capital Management
Michigan
$92.4M -$24.2M -21% 7.23% 233% 400 71.5%
HJMC
6452
Hellman Jordan Management Company
Massachusetts
$92.2M +$8.88M +11% 1.17% 203% 70 22.86%
SHG
6453
Sheares Healthcare Group
Singapore
$92.2M -$53.6M -37% 36.9% 1 0%
DWM
6454
Dopkins Wealth Management
New York
$92.1M -$9.22M -9% 3.8% 64.4% 39 5.13%
MCWA
6455
Meadow Creek Wealth Advisors
Georgia
$92.1M -$13.9M -13% 1.47% 125 21.6%
TWP
6456
Tower Wealth Partners
Pennsylvania
$92.1M -$6.61M -7% 3.96% 53.7% 53 16.98%
SSC
6457
Syverson Strege & Co
Iowa
$92M -$43M -32% 3.62% 66.8% 342 17.25%
1IA
6458
1620 Investment Advisors
Massachusetts
$91.9M +$2.54M +3% 3.79% 68.9% 124 4.84%
UWM
6459
Udine Wealth Management
Florida
$91.7M -$5.13M -5% 2.22% 127% 23 39.13%
TP
6460
Teca Partners
Texas
$91.7M -$27.1M -23% 16.2% 66% 16 43.75%
FW
6461
Fidato Wealth
Ohio
$91.7M -$2.28M -2% 5.68% 7 28.57%
MIC
6462
MU Investments Company
Japan
$91.6M -$7.58M -8% 7.53% 40.4% 24 0%
7IH
6463
72 Investment Holdings
Connecticut
$91.4M -$21.3M -19% 14.1% 1,556% 6 0%
SC
6464
Schubert & Co
Texas
$91.2M -$7.14M -7% 1.89% 47.3% 1,447 5.39%
JCM
6465
J2 Capital Management
Michigan
$91.2M -$14M -13% 1.35% 117 23.08%
SIM
6466
Symetra Investment Management
Connecticut
$91.2M +$20.9M +30% 5.7% 37.3% 3 33.33%
KCIA
6467
Kingsbury Capital Investment Advisors
Illinois
$90.8M 7.02% 97
SWM
6468
Sanctuary Wealth Management
Idaho
$90.8M -$3.16M -3% 6.55% 42 30.95%
CIM
6469
CenturyLink Investment Management
Colorado
$90.7M -$36.2M -29% 4.88% 1 0%
LP
6470
Lloyd Park
Illinois
$90.7M -$88.1M -49% 4.56% 111 55.86%
MAM
6471
Maytree Asset Management
Hong Kong
$90.6M +$14.3M +19% 28.9% 402% 20 45%
CFA
6472
Compass Financial Advisors
Indiana
$90.5M -$345K -0.4% 3.17% 152 19.74%
TEE
6473
Tibra Equities Europe
United Kingdom
$90.4M -$20.4M -18% 12.6% 143% 40 90%
SA
6474
SRH Advisors
Kansas
$90.1M +$2.11M +2% 0.64% 51% 319 5.02%
AHIA
6475
Andrew Hill Investment Advisors
Florida
$90M -$16.9M -16% 1.63% 230 80.43%