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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
DWM
7376
DKM Wealth Management
California
$153M +$14.3M +10% 11.7% 78 5.13%
CSF
7377
Capital Squared Financial
Maryland
$153M +$22M +17% 15.7% 90 8.89%
GWM
7378
Goldenstone Wealth Management
California
$153M +$15.4M +11% 28.1% 93 22.58%
LBC
7379
Lane Brothers & Co
Arizona
$153M +$15.6M +11% 8.58% 96 14.58%
TWA
7380
Trace Wealth Advisors
California
$153M +$19.4M +15% 13.5% 72 12.5%
AFA
7381
Allium Financial Advisors
Oregon
$153M +$28M +22% 20.2% 86 15.12%
SOWBOCOPL
7382
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$153M +$842K +0.6% 0.41% 4.83% 6 0%
CCM
7383
Crestwood Capital Management
New York
$153M +$7.14M +5% 46.6% 203% 16 6.25%
DW
7384
Durante & Waters
New York
$153M +$14.5M +10% 10.1% 31 0%
TL
7385
TowerView LLC
New York
$152M -$2.47M -2% 2.5% 17.9% 17 5.88%
SIP
7386
Stoneridge Investment Partners
Pennsylvania
$152M +$14.2M +10% 21.2% 44.2% 199 62.31%
HAM
7387
Hedges Asset Management
Nevada
$152M 12% 108
MWM
7388
Madrid Wealth Management
New Mexico
$152M +$19.9M +15% 11.9% 72 5.56%
CIM
7389
Caldwell Investment Management
Ontario, Canada
$152M -$103M -40% 3.29% 162% 68 67.65%
PAMP
7390
Phoenix Asset Management Partners
$152M +$19.6M +15% 8.51% 12 16.67%
RPA
7391
Redwood Park Advisors
California
$152M +$2.09M +1% 3.16% 361 11.36%
CP
7392
Clayton Partners
California
$152M +$14.6M +11% 10.7% 109% 50 36%
TC
7393
Tannin Capital
North Carolina
$152M +$14.4M +10% 14.7% 179 20.67%
CL
7394
CRCM LP
California
$152M +$10.9M +8% 15.6% 15 53.33%
IA
7395
IF Advisors
Texas
$152M +$10.7M +8% 9.95% 60 11.67%
MWM
7396
Moulton Wealth Management
Washington
$152M +$5.2M +4% 8.63% 47.1% 83 57.83%
CWIG
7397
Chung Wu Investment Group
Texas
$152M +$36M +31% 44.7% 315 27.94%
WCM
7398
WealthTrak Capital Management
Virginia
$152M +$12M +9% 10.9% 86 17.44%
HFAS
7399
Hummer Financial Advisory Services
Illinois
$152M +$10.6M +7% 13.1% 60.6% 135 8.89%
LAIC
7400
Lederer & Associates Investment Counsel
California
$152M +$10.7M +8% 10.2% 75.5% 87 8.05%