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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
ICM
7376
Isabella Capital Management
$141M 0.13% 8
PHIC
7377
Pine Haven Investment Counsel
Massachusetts
$141M +$2.09M +2% 2.48% 72.1% 121 7.44%
PWA
7378
Perspective Wealth Advisors
Colorado
$140M 1.39% 55
BCP
7379
Breakout Capital Partners
New York
$140M -$16.6M -11% 0.18% 8 12.5%
AWA
7380
Arbor Wealth Advisors
Michigan
$140M +$6.39M +5% 2.36% 58 8.62%
EW
7381
Entruity Wealth
California
$140M +$11.5M +9% 5.41% 45 6.67%
BCI
7382
Blue Capital Inc
Nebraska
$140M +$5.67M +4% 5.81% 109 44.04%
CCA
7383
Cottonwood Capital Advisors
Utah
$140M +$2.99M +2% 1.3% 78.3% 89 2.25%
HC
7384
Hoese & Co
Minnesota
$140M +$9.45M +7% 1.3% 46.3% 141 14.89%
RWP
7385
Ridgeline Wealth Planning
Ohio
$140M +$7M +5% 2.47% 50 16%
CWM
7386
Copia Wealth Management
Oregon
$140M +$5.39M +4% 1.65% 539 15.4%
KAM
7387
Kopion Asset Management
Texas
$140M -$14.4M -9% 10.8% 67.1% 19 5.26%
EC
7388
Enhancing Capital
Pennsylvania
$140M +$3.12M +2% 4.91% 93 10.75%
GCM
7389
Gambit Capital Management
Tennessee
$140M 9.59% 86
PCM
7390
Park Capital Management
Wisconsin
$140M +$14.8M +12% 5.64% 88 25%
WCM
7391
WealthTrak Capital Management
Virginia
$140M +$18.2M +15% 1.84% 78 8.97%
MFS
7392
Monetta Financial Services
Illinois
$140M -$3.2M -2% 5.73% 275% 72 41.67%
MHIP
7393
Mountain Hill Investment Partners
New Jersey
$140M +$25.5M +22% 0.9% 233 12.02%
OWM
7394
Orca Wealth Management
Florida
$140M +$7.59M +6% 8.97% 72 9.72%
DQRIM
7395
Dale Q Rice Investment Management
Washington
$140M -$2.08M -1% 5.05% 67 2.99%
UFA
7396
Uptown Financial Advisors
Texas
$140M +$18.2M +15% 0.93% 81 12.35%
TCP
7397
TSG Consumer Partners
California
$140M +$20.2M +17% 17% 70.1% 1 0%
TPW
7398
Turn8 Private Wealth
$140M +$241K +0.2% 1.41% 49 16.33%
GGI
7399
GordonMD Global Investments
California
$139M 32.8% 13
PAM
7400
PartnerRe Asset Management
Connecticut
$139M 0.37% 2