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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
AIC
6526
Argus Investors Counsel
New York
$150M -$3.53M -2% 2.98% 124% 118 6.78%
ALWM
6527
Andrews Lucia Wealth Management
California
$150M +$8.64M +6% 1.41% 59.7% 28 10.71%
MPIM
6528
McGinn Penninger Investment Management
Virginia
$150M -$536K -0.4% 1.21% 51.9% 26 7.69%
BFS
6529
Beacon Financial Strategies
North Carolina
$150M +$2.92M +2% 0.51% 50.4% 36 8.33%
ADMI
6530
Albert D. Mason Inc
Massachusetts
$150M -$6.49M -4% 1.2% 82% 151 7.28%
OCM
6531
Objective Capital Management
Ohio
$150M -$20.6M -12% 5.07% 158 18.99%
NWMG
6532
Nicholson Wealth Management Group
South Carolina
$150M +$27.9M +23% 5.08% 103 9.71%
LW
6533
Lauer Wealth
Indiana
$150M +$20.1M +16% 11.9% 75.5% 46 39.13%
MWM
6534
Melfa Wealth Management
Massachusetts
$150M -$1.96M -1% 2.65% 42.9% 205 3.41%
RCF
6535
Rainwater Charitable Foundation
Texas
$150M -$65.5M -30% 2.33% 40.2% 4 0%
KI
6536
Kapitalo Investimentos
Brazil
$149M -$261M -64% 2.15% 64% 365 81.64%
SP
6537
Successful Portfolios
Florida
$149M +$1.65M +1% 0.73% 101% 170 9.41%
CWM
6538
Certus Wealth Management
California
$149M +$5.72M +4% 0.62% 57 10.53%
RAM
6539
Robocap Asset Management
United Kingdom
$149M -$9.39M -6% 8.31% 259% 28 25%
PTCG
6540
Pring Turner Capital Group
California
$149M -$9.1M -6% 0.78% 70.8% 72 12.5%
CCA
6541
Clarity Capital Advisors
Florida
$149M +$9.94M +7% 1.4% 80 2.5%
TT
6542
TI-Trust
Illinois
$149M +$9.64M +7% 0.07% 85.8% 129 6.2%
RMC
6543
Ring Mountain Capital
California
$149M 7.09% 89
ACG
6544
Ampersand Capital Group
California
$149M 21.1% 7
SCM
6545
Sebold Capital Management
Illinois
$149M -$2.54M -2% 1.38% 74 10.81%
MAMU
6546
Myriad Asset Management US
Florida
$149M 7.08% 53
BWMG
6547
Barnes Wealth Management Group
California
$149M 0.41% 139
PF
6548
Penney Financial
Texas
$149M +$2.5M +2% 0.23% 39 7.69%
SCMS
6549
Serenity Capital Management (Singapore)
Singapore
$149M -$47.4M -24% 6.27% 21% 5 20%
HA
6550
Hofer & Associates
California
$149M +$4.02M +3% 1.06% 54.2% 61 3.28%