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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
ANHIM
6851
Alan N. Hoffman Investment Management
Massachusetts
$152M -$25.7M -14% 8.04% 76.8% 15 13.33%
GCWM
6852
Guided Capital Wealth Management
Texas
$152M +$8.89M +6% 1.66% 39 20.51%
HPBT
6853
Hickory Point Bank & Trust
Illinois
$152M +$13.7M +10% 1.23% 456 71.93%
KCM
6854
Key Capital Management
Tennessee
$151M +$50.5M +50% 1.43% 767 40.55%
PCM
6855
Palouse Capital Management
Washington
$151M -$4.83M -3% 1.2% 67.8% 175 30.29%
HTWM
6856
Hartmann Taylor Wealth Management
Texas
$151M +$3.09M +2% 2.42% 55 5.45%
BA
6857
Brightwater Advisory
Florida
$151M +$3.19M +2% 0.74% 61 4.92%
MWA
6858
Merkkuri Wealth Advisors
New York
$151M +$4.13M +3% 0.93% 397 76.57%
MWS
6859
MFA Wealth Services
California
$151M +$3.05M +2% 0.33% 126 10.32%
DIG
6860
Dauntless Investment Group
New Hampshire
$151M +$25.1M +20% 2.87% 96 59.38%
APMC
6861
Alta Partners Management Company
Wyoming
$151M +$47.4M +46% 45.8% 2 0%
HEC
6862
Hudson Executive Capital
New York
$151M +$16.9M +13% 15.5% 144% 2 0%
MEAC
6863
M.E. Allison & Co
Texas
$151M +$3.69M +3% 1.06% 198 12.63%
SHF
6864
Stage Harbor Financial
Massachusetts
$151M +$2.46M +2% 1.13% 64 10.94%
FWM
6865
Fingerlakes Wealth Management
New York
$151M -$6.54M -4% 3.65% 80.2% 99 4.04%
CCM
6866
Crew Capital Management
Ohio
$151M -$8.09M -5% 1.67% 104% 114 7.02%
BDS
6867
Banco de Sabadell
Florida
$151M -$2.7M -2% 1.05% 75.1% 66 10.61%
WBCM
6868
Wilson & Boucher Capital Management
California
$151M -$1.54M -1% 0.12% 53.4% 116 3.45%
CAM
6869
Crown Advisors Management
California
$151M -$1.37M -0.9% 19.2% 284% 47 36.17%
LM
6870
Lansing Management
New York
$151M +$34.5K +0% 6.29% 76.9% 15 20%
CCM
6871
Cox Capital Management
Massachusetts
$151M -$10.3M -6% 3.24% 95.3% 75 20%
ICMP
6872
Integrated Capital Management (Pennsylvania)
Pennsylvania
$150M -$18.3K -0% 3.65% 38.3% 62 12.9%
FC
6873
FACT Capital
New York
$150M -$28.4M -16% 5.94% 169% 22 40.91%
FWM
6874
FMA Wealth Management
Massachusetts
$150M -$3.94M -3% 0.31% 45 15.56%
JIM
6875
JCP Investment Management
Texas
$150M +$23.8M +19% 3.04% 64.9% 28 50%