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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
PIM
7351
Profit Investment Management
Maryland
$111M +$3.13M +3% 9.44% 101% 77 7.79%
OIM
7352
Orca Investment Management
Oregon
$111M +$10.8M +11% 13.2% 122% 62 9.68%
WSFG
7353
Wall Street Financial Group
Illinois
$111M +$14.3M +15% 16.2% 84 55.95%
BCM
7354
Bretton Capital Management
California
$111M +$5.19M +5% 4.14% 20 0%
DFC
7355
DBK Financial Counsel
Ohio
$111M +$10.9M +11% 8.19% 52.9% 54 9.26%
CCM
7356
Candelo Capital Management
New York
$110M -$5.63M -5% 28.8% 41 73.17%
CWM
7357
C2C Wealth Management
Arizona
$110M +$3.92M +4% 7.53% 63.2% 88 7.95%
PWP
7358
Phillips Wealth Planners
Mississippi
$110M +$15.7M +17% 7.95% 82% 198 17.68%
IMC
7359
Investment Management Corporation
Virginia
$110M -$688K -0.6% 7.73% 193 13.99%
JRFS
7360
James Reed Financial Services
Ohio
$110M +$20.5M +23% 8.7% 19 21.05%
VFIA
7361
Virtus Fixed Income Advisers
Connecticut
$110M 0.28% 26
BAM
7362
Broyhill Asset Management
North Carolina
$110M -$12.9M -10% 3.76% 82 13.41%
SSCM
7363
Seven Six Capital Management
New York
$110M -$1.4M -1% 0.39% 28 21.43%
FFP
7364
Frisco Financial Planning
Texas
$110M +$6.77M +7% 5.3% 20 0%
CWM
7365
Crowley Wealth Management
Delaware
$110M +$4.91M +5% 8.38% 429 8.86%
OWA
7366
ORBA Wealth Advisors
Illinois
$110M -$88.5M -45% 6.49% 111 42.34%
CM
7367
CM Management
Florida
$110M +$10.3M +10% 5.23% 141% 76 40.79%
CJ
7368
Caitlin John
Michigan
$110M +$7.79M +8% 9.14% 172 48.26%
RCWM
7369
Red Crane Wealth Management
California
$110M +$5.28M +5% 7.33% 70 18.57%
SA
7370
SRN Advisors
Pennsylvania
$110M +$20.7M +23% 27% 146% 102 6.86%
1M
7371
13D Management
New York
$110M -$3.8M -3% 8.69% 82.8% 22 13.64%
BAWC
7372
Boyce & Associates Wealth Consulting
Texas
$110M +$9.55M +10% 6.46% 50.7% 76 17.11%
TWA
7373
Talisman Wealth Advisors
New Jersey
$110M +$12.2M +12% 8.89% 61.5% 115 13.04%
PFW
7374
Petros Family Wealth
Minnesota
$109M +$19.1M +21% 12.9% 143 21.68%
NDWM
7375
New Dimensions Wealth Management
Texas
$109M +$9.44M +9% 6.61% 20 10%