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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
NWMG
6501
National Wealth Management Group
Ohio
$83.4M +$6.47M +8% 8.99% 123% 166 46.39%
RCI
6502
Ridgeback Capital Investments
Florida
$83.3M 14.4% 3
OA
6503
Ocean Arete
Hong Kong
$83.3M +$39.9M +92% 28.6% 9 55.56%
MCM
6504
Masterton Capital Management
New York
$83.3M -$26.9M -24% 5.37% 1.94% 29 55.17%
LTL
6505
Lowery Thomas LLC
California
$83.3M -$2.21M -3% 5.16% 74.7% 46 28.26%
WWM
6506
Westwood Wealth Management
California
$83.2M -$28M -25% 2.04% 425% 48 18.75%
SAMT
6507
Select Asset Management & Trust
Pennsylvania
$83.2M -$705K -0.8% 11.2% 68.4% 60 13.33%
LCM
6508
Lynwood Capital Management
Ontario, Canada
$83.1M -$8.46M -9% 2.2% 169 36.09%
PWM
6509
Pinnacle Wealth Management
California
$83M +$632K +0.8% 6.29% 194% 61 44.26%
EMCIP
6510
Ewing Morris & Co Investment Partners
Ontario, Canada
$82.9M +$6.39M +8% 14% 63.5% 18 38.89%
DM
6511
Delphi Management
Massachusetts
$82.7M 14.3% 111% 77
FMI
6512
F/M Investments
District of Columbia
$82.6M +$20.9M +34% 5.99% 101% 64 67.19%
SIAS
6513
Summit Investment Advisory Services
Minnesota
$82.6M 8.62% 68.3% 51
FAFN
6514
First Affirmative Financial Network
Colorado
$82.6M +$3.98M +5% 6.55% 164 20.73%
1IA
6515
1620 Investment Advisors
Massachusetts
$82.6M +$14.8M +22% 9.78% 68.9% 137 15.33%
AFP
6516
Alpha Financial Partners
Kentucky
$82.5M 6.75% 61.8% 81
GBA
6517
Garrison Bradford & Associates
New York
$82.4M +$258K +0.3% 4.86% 63.5% 43 4.65%
TAC
6518
Twenty Acre Capital
Pennsylvania
$82.4M -$6.19M -7% 0.43% 196% 23 8.7%
WHC
6519
Wulff, Hansen & Co
California
$82.4M +$2.42M +3% 12.1% 85.8% 90 17.78%
SWP
6520
Semus Wealth Partners
Florida
$82.3M 3.08% 88.7% 108
BWA
6521
Blodgett Wealth Advisors
California
$82.3M -$1.14M -1% 5.14% 124% 69 13.04%
AEPLI
6522
AH Equity Partners LSV II
California
$82.2M -$29.9M -27% 24.3% 4 0%
JAMONY
6523
Jacob Asset Management of New York
California
$82.2M -$9.92M -11% 4.12% 22.7% 72 13.89%
BCPWM
6524
Bradley & Co Private Wealth Management
Florida
$82.1M -$1.75M -2% 3.91% 191 13.09%
3CP
6525
3G Capital Partners
New York
$82.1M +$34.7M +73% 4.44% 351% 12 58.33%