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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)
CM
6501
CM Management
Florida
$83.7M -$5.84M -7% 3.11% 110% 80 21.25% 1.4
Ulland Investment Advisors
6502
Ulland Investment Advisors
Minnesota
$83.7M -$7.85M -9% 4.73% 161% 234 9.4% 0.9
Visa Inc
6503
Visa Inc
California
$83.6M -$19.5M -19% 11.8% – 4 25% 1
Stegent Equity Advisors
6504
Stegent Equity Advisors
Texas
$83.6M +$16.9M +25% 7.26% 96.4% 79 44.3% 0.6
Paragon Wealth Strategies
6505
Paragon Wealth Strategies
Florida
$83.5M -$18.3M -18% 1.43% 59.8% 282 45.04% 0.3
National Wealth Management Group
6506
National Wealth Management Group
Ohio
$83.4M +$6.47M +8% 8.99% 128% 166 46.39% 0.5
RCI
6507
Ridgeback Capital Investments
Florida
$83.3M – – 14.4% – 3 – 1
Ocean Arete
6508
Ocean Arete
Hong Kong
$83.3M +$39.9M +92% 28.6% – 9 55.56% 0.6
Masterton Capital Management
6509
Masterton Capital Management
New York
$83.3M -$26.9M -24% 5.37% 1.94% 29 55.17% 0.5
Lowery Thomas LLC
6510
Lowery Thomas LLC
California
$83.3M -$2.21M -3% 5.16% 74.7% 46 28.26% 0.8
Westwood Wealth Management
6511
Westwood Wealth Management
California
$83.2M -$28M -25% 2.04% 425% 48 18.75% 0.8
SAMT
6512
Select Asset Management & Trust
Pennsylvania
$83.2M -$705K -0.8% 11.2% 68.4% 60 13.33% 3.6
Lynwood Capital Management
6513
Lynwood Capital Management
Ontario, Canada
$83.1M -$8.46M -9% 2.2% – 169 36.09% 0.6
PWM
6514
Pinnacle Wealth Management
California
$83M +$632K +0.8% 6.29% 194% 61 44.26% 0.5
Ewing Morris & Co Investment Partners
6515
Ewing Morris & Co Investment Partners
Ontario, Canada
$82.9M +$6.39M +8% 14% 63.5% 18 38.89% 0.8
Delphi Management
6516
Delphi Management
Massachusetts
$82.7M – – 14.3% 111% 77 – 2.5
F/M Investments
6517
F/M Investments
District of Columbia
$82.6M +$20.9M +34% 5.99% 101% 64 67.19% 0.4
Summit Investment Advisory Services
6518
Summit Investment Advisory Services
Minnesota
$82.6M – – 8.62% 68.3% 51 – 0
First Affirmative Financial Network
6519
First Affirmative Financial Network
Colorado
$82.6M +$3.98M +5% 6.55% – 164 20.73% 0.9
1620 Investment Advisors
6520
1620 Investment Advisors
Massachusetts
$82.6M +$14.8M +22% 9.78% 68.9% 137 15.33% 0.8
Alpha Financial Partners
6521
Alpha Financial Partners
Kentucky
$82.5M – – 6.75% 61.8% 81 – 0
GBA
6522
Garrison Bradford & Associates
New York
$82.4M +$258K +0.3% 4.86% 62.2% 43 4.65% 5.4
Twenty Acre Capital
6523
Twenty Acre Capital
Pennsylvania
$82.4M -$6.19M -7% 0.43% 196% 23 8.7% 0.7
Wulff, Hansen & Co
6524
Wulff, Hansen & Co
California
$82.4M +$2.42M +3% 12.1% 85.8% 90 17.78% 0.9
SWP
6525
Semus Wealth Partners
Florida
$82.3M – – 3.08% 107% 108 – 0