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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
PWAM
7126
Pinnacle West Asset Management
Wyoming
$147M -$6.81M -4% 2.24% 100% 117 5.13%
KFS
7127
Krane Financial Solutions
California
$147M 0.05% 48
IIL
7128
Income Insurance Ltd
$147M -$7.16M -5% 2.86% 172 12.21%
PIP
7129
Philadelphia Investment Partners
New Jersey
$147M 0.72% 188
SGC
7130
Slocum, Gordon & Co
Rhode Island
$147M +$8.91M +6% 12.9% 55.2% 69 20.29%
TCCP
7131
Tide Cove Capital Partners
California
$147M +$2.05M +1% 2.03% 13 0%
LSC
7132
Lesa Sroufe & Co
Washington
$147M +$12.6M +9% 12.6% 75 17.33%
MWM
7133
Moulton Wealth Management
Washington
$147M +$41.4M +39% 1.38% 47.1% 81 86.42%
MCM
7134
MontVue Capital Management
Virginia
$147M -$3.57M -2% 1.91% 68 5.88%
KOMWMG
7135
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$147M +$5.31M +4% 1.41% 60.2% 93 11.83%
SFSG
7136
Sound Financial Strategies Group
Mississippi
$147M +$4.91M +3% 1.35% 26.4% 126 25.4%
WFS
7137
WealthGarden F.S.
California
$147M -$5.14M -3% 2.41% 172 11.63%
BFM
7138
Broadview Financial Management
Wisconsin
$146M -$3.01M -2% 0.48% 52.4% 41 2.44%
SWM
7139
SpringVest Wealth Management
Texas
$146M +$2.91M +2% 0.17% 74 10.81%
G
7140
Greycroft
New York
$146M -$11.5M -7% 6.32% 20% 14 14.29%
CCA
7141
Cygnus Capital Advisors
Georgia
$146M +$9.3M +7% 2.38% 205 68.78%
CC
7142
Clearwave Capital
California
$146M +$10.8M +8% 0.07% 159 21.38%
AC
7143
Anson Capital
Georgia
$146M +$8.72M +6% 2.32% 45.8% 91 7.69%
SCA
7144
Sippican Capital Advisors
Massachusetts
$146M -$9.5M -6% 3.37% 90.1% 116 10.34%
BFWM
7145
Bright Futures Wealth Management
New York
$146M +$11M +8% 1.81% 210 33.33%
AFM
7146
Aspetuck Financial Management
Connecticut
$146M -$2.96M -2% 0.34% 78 8.97%
2L
7147
22NW LP
Washington
$146M -$91.7M -39% 2.86% 138% 21 28.57%
TA
7148
TRB Advisors
New York
$146M -$281M -66% 17.8% 64% 11 54.55%
JCM
7149
J2 Capital Management
Michigan
$146M +$8.77M +6% 3.23% 130 19.23%
NA
7150
Nautilus Advisors
California
$146M -$7.33M -5% 1.47% 184 17.93%