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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)
FWM
6751
Fingerlakes Wealth Management
New York
$120M +$8.87M +8% 6.04% 80.2% 93 8.6% 2.3
SM
6752
Soapstone Management
Maryland
$120M -$29.6M -20% 2.44% 30.3% 20 35% 2.8
LC
6753
LTG Capital
Massachusetts
$120M +$9.82M +9% 9.24% 56% 26 0% 2.6
OAM
6754
Oxford Asset Management
United Kingdom
$120M +$17.3M +17% 7.39% – 502 87.25% 0.1
KOMWMG
6755
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$120M +$12.9M +12% 6.88% 64.9% 82 18.29% 2.2
SFG
6756
Shum Financial Group
California
$120M – – 7.47% – 90 – 0
MWM
6757
Moulton Wealth Management
Washington
$120M +$9.59M +9% 4.53% 47.8% 42 35.71% 1
PAMP
6758
Phoenix Asset Management Partners
$120M -$58.1M -33% 11.2% 139% 12 8.33% 1.6
HC
6759
Hoese & Co
Minnesota
$119M +$4.8M +4% 5.72% 46.3% 181 21.55% 2.2
2L
6760
22NW LP
Washington
$119M +$2.07M +2% 2.82% 138% 13 0% 3.1
MPA
6761
Marvin & Palmer Associates
Delaware
$119M +$21.6M +22% 12.2% 392% 44 63.64% 0.4
DW
6762
Durante & Waters
New York
$119M +$6.85M +6% 5.85% – 30 0% 0.7
IIL
6763
Insight Inv LLC
California
$119M +$3.44M +3% 6.63% 136% 89 1.12% 2.6
CIM
6764
Courant Investment Management
Tennessee
$119M +$12.5M +12% 9.68% 35.2% 9 0% 4.8
BWA
6765
Blodgett Wealth Advisors
California
$119M +$903K +0.8% 2.77% 124% 61 4.92% 2.2
BI
6766
Beckerman Institutional
New Jersey
$119M – – 6.69% – 96 – 0
TIAM2
6767
Tru Independence Asset Management 2
Oregon
$119M – – 4.46% – 82 – 1.2
KA
6768
Kailix Advisors
Florida
$119M -$40.4M -25% 14.4% 16.3% 7 28.57% 1
WOSD
6769
WFA of San Diego
California
$119M +$6.79M +6% 5.83% – 416 5.05% 1.5
CGA
6770
Channing Global Advisors
Florida
$119M -$998K -0.8% 3.53% 131% 57 19.3% 1.5
NMM
6771
Naples Money Management
Florida
$118M +$1.19M +1% 9.23% – 452 28.76% 0.6
FEM
6772
Fulcrum Equity Management
Texas
$118M +$6.96M +6% 7.42% 110% 159 32.08% 1.2
UOC
6773
University of Chicago
Illinois
$118M -$11.4M -9% 5.2% 62.3% 7 28.57% 2.5
SCGDR
6774
Sharp Capital Gestora de Recursos
Brazil
$118M -$71.3M -38% 0.55% 61.4% 6 33.33% 1.6
MFC
6775
Miramar Fiduciary Corp
Nevada
$118M +$6.87M +6% 5.95% – 5 0% 2.8