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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
EPM
6451
Equitec Proprietary Markets
Illinois
$141M +$38.3M +37% 16.6% 527% 80 43.75%
WFL
6452
Wealth Forward LLC
North Dakota
$141M -$1.2M -0.8% 0.69% 31 3.23%
SIM
6453
Sterling Investment Management
Arizona
$140M +$13.1M +10% 4.26% 44.1% 59 13.56%
ACM
6454
Andina Capital Management
Utah
$140M +$17.7M +14% 0.77% 165 59.39%
TWM
6455
Trevian Wealth Management
Massachusetts
$140M +$4.83M +4% 3.99% 94.1% 29 6.9%
OIM
6456
Opus Investment Management
Massachusetts
$140M +$4.88M +4% 1.43% 44.3% 30 3.33%
FA
6457
Financial Alternatives
California
$140M -$1.53M -1% 0.4% 42.6% 81 0%
EC
6458
EdgeRock Capital
Colorado
$140M -$12.3M -8% 3.63% 71.3% 73 15.07%
COA
6459
Charter Oak Advisors
New York
$140M -$34.3M -20% 6.54% 19 42.11%
MCA
6460
Martin Capital Advisors
Texas
$140M -$15M -10% 6.5% 117% 70 5.71%
KFS
6461
Keynote Financial Services
Connecticut
$140M +$9.67M +7% 4.51% 162 8.64%
ACM
6462
Aryeh Capital Management
Ontario, Canada
$140M -$26.8M -16% 4.97% 87.7% 13 23.08%
SMF
6463
Sterling Manor Financial
New York
$140M -$3.37M -2% 0.18% 42.4% 30 13.33%
SI
6464
Sapience Investments
California
$140M -$31.3M -18% 8.54% 54.9% 91 8.79%
KRW
6465
Kaufman Rossin Wealth
Florida
$140M +$42.7M +44% 2.33% 153 77.78%
RLWM
6466
RF&L Wealth Management
Massachusetts
$140M -$1.57M -1% 1.99% 69.9% 60 8.33%
CV
6467
Counterweight Ventures
North Carolina
$140M -$1.93M -1% 2.24% 71 4.23%
TP
6468
Teca Partners
Texas
$139M -$17.5M -11% 4.28% 86.3% 14 50%
AI
6469
Arrien Investments
Idaho
$139M -$840K -0.6% 2.5% 36.9% 36 8.33%
ULWM
6470
Upper Left Wealth Management
Florida
$139M +$22.5M +19% 4.35% 43.1% 65 16.92%
MWM
6471
Magnolia Wealth Management
Alabama
$139M -$4.43M -3% 1.94% 45.4% 13 7.69%
VF
6472
Vestment Financial
Minnesota
$139M +$8.51M +7% 0.02% 40 10%
DAM
6473
Decagon Asset Management
United Kingdom
$139M -$79.9M -36% 7.31% 62 56.45%
PCMM
6474
Piedmont Capital Management (Montana)
Montana
$139M -$26.6M -16% 6.87% 76.1% 57 28.07%
MIM
6475
Merrion Investment Management
New Jersey
$139M -$4.46M -3% 6.87% 166% 103 6.8%