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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
WW
7276
Winnow Wealth
Texas
$135M +$7.64M +6% 1.25% 662 24.62%
PIC
7277
Platt Investment Counsel
Florida
$135M +$8.36M +7% 1.34% 58.9% 13 15.38%
CH
7278
CVS Health
Rhode Island
$135M +$32.4M +32% 1.72% 52.3% 9 66.67%
SPWM
7279
Schrum Private Wealth Management
Florida
$135M -$1.12M -0.8% 1.58% 54.8% 130 6.92%
EH
7280
EMG Holdings
Connecticut
$135M -$131M -49% 3.39% 5.25% 40 67.5%
MSK
7281
Melissa S. Kampmann
$135M -$1.94M -1% 3.11% 43 11.63%
BFWM
7282
Bright Futures Wealth Management
New York
$135M +$7.11M +6% 3.93% 173 23.12%
CCP
7283
Cushing Capital Partners
Wisconsin
$135M +$7.34M +6% 2.91% 89 8.99%
GTWM
7284
Global Trust Wealth Management
Florida
$135M 2.25% 85
MAM
7285
Maytree Asset Management
Hong Kong
$135M +$23.7M +21% 19.3% 96.7% 20 60%
TWPM
7286
Total Wealth Planning & Management
Florida
$135M 4.55% 212
GIM
7287
Guild Investment Management
California
$135M +$8.88M +7% 1.65% 95.2% 58 29.31%
DI
7288
Dalton Investments
Nevada
$135M -$14.4M -10% 1.33% 94.7% 20 15%
CTA
7289
Camelot Technology Advisors
California
$135M +$8.77M +7% 3.34% 58 3.45%
WA
7290
WPG Advisers
Maryland
$135M +$5.79M +4% 2.09% 1,538 10.14%
LW
7291
Lauer Wealth
Indiana
$135M -$5.25M -4% 0.12% 75.5% 75 28%
EF
7292
Entrust Financial
Pennsylvania
$135M 2.16% 420
PWM
7293
Peterson Wealth Management
Nevada
$135M -$9.72M -7% 1.4% 68.5% 46 26.09%
FPC
7294
Flax Pond Capital
Massachusetts
$135M 6.35% 51
KCM
7295
Kids Capital Management
California
$134M +$3.85M +3% 2.78% 14 14.29%
HIC
7296
Hamrick Investment Counsel
Washington
$134M 1.92% 184
SAM
7297
Steinberg Asset Management
New York
$134M -$4.78M -3% 1.78% 114% 41 7.32%
MCM
7298
Magnolia Capital Management
New York
$134M +$4.1M +3% 3.48% 77.6% 77 11.69%
FC
7299
Farley Capital
New York
$134M -$4.11M -3% 8.74% 105% 17 0%
LSC
7300
Lesa Sroufe & Co
Washington
$134M +$10.5M +9% 15.4% 71 5.63%