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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
SW
6626
Schulz Wealth
Texas
$194M 8.96% 70
CPL
6627
Capital & Planning LLC
Georgia
$194M +$28.8M +17% 15.1% 174 75.29%
OCM
6628
Orleans Capital Management
Louisiana
$194M +$45.8M +31% 21.4% 94.6% 128 21.88%
HIM
6629
Harbour Investment Management
Washington
$194M +$9.48M +5% 8.32% 58.8% 109 8.26%
EA
6630
Echo45 Advisors
California
$194M +$15.8M +9% 10.3% 49.9% 83 14.46%
BA
6631
Ballew Advisors
Mississippi
$194M +$16.2M +9% 9.98% 62.3% 135 17.04%
WF
6632
Williams Financial
Vermont
$194M +$21.7M +13% 6.87% 28.5% 31 22.58%
MFA
6633
McClarren Financial Advisors
Pennsylvania
$193M +$24.6M +15% 12.6% 55.3% 88 13.64%
ALS
6634
Andrew L. Share
$193M -$20.9M -10% 7.89% 14.8% 19 15.79%
CW
6635
Code Waechter
Florida
$193M +$25M +15% 12.9% 131 12.98%
RFA
6636
ROI Financial Advisors
Oregon
$193M +$26M +16% 25.5% 71 8.45%
CGA
6637
Channing Global Advisors
Florida
$193M +$22.2M +13% 21.3% 131% 50 24%
BCM
6638
Berbice Capital Management
New York
$193M +$40.3M +26% 32.4% 173 57.8%
BSC
6639
Brown Shipley & Co
United Kingdom
$193M +$26.6M +16% 18% 101% 85 20%
HC
6640
Hurley Capital
New York
$193M +$6.44M +3% 9.5% 786 28.37%
LWP
6641
LeClair Wealth Partners
Ohio
$193M -$96.4M -33% 14.2% 222 94.14%
DBFM
6642
Dickmeyer Boyce Financial Management
Indiana
$193M +$23.1M +14% 10.6% 136 13.24%
JF
6643
Jericho Financial
Ohio
$193M +$34.4M +22% 33% 42 7.14%
CFG
6644
Carter Financial Group
Illinois
$193M +$31.2M +19% 19.9% 146 21.92%
QAM
6645
QSM Asset Management
United Kingdom
$193M -$11.3M -6% 16% 26 11.54%
LF
6646
Lighthouse Financial
Florida
$193M +$27M +16% 21.4% 81 9.88%
MAG
6647
M3 Advisory Group
Massachusetts
$193M +$30.6M +19% 20.8% 167 17.37%
MF
6648
Manuka Financial
Virginia
$193M +$30.7M +19% 12.4% 59 11.86%
OCM
6649
Occam Crest Management
Connecticut
$193M +$27.9M +17% 45.8% 44 54.55%
WAM
6650
Wernau Asset Management
Massachusetts
$193M +$49.1M +34% 11.4% 53 9.43%