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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
RCM
7401
RMR Capital Management
California
$139M -$4.22M -3% 2.59% 82 12.2%
PWM
7402
Partnership Wealth Management
Maryland
$139M +$9.09M +7% 8.34% 71 5.63%
TM
7403
TFJ Management
Massachusetts
$139M -$9.54M -6% 4.75% 11 18.18%
PF
7404
Prota Financial
Texas
$139M 1.83% 67
SFG
7405
Shum Financial Group
California
$139M +$4.8M +4% 2.38% 95 4.21%
RC
7406
Renaissance Capital
Connecticut
$139M -$39.6M -22% 5.11% 410% 41 29.27%
AI
7407
Aflac Inc
Georgia
$139M -$22.7M -14% 14% 28.8% 3 0%
MMCM
7408
Murphy & Mullick Capital Management
New York
$139M +$3.91M +3% 2.88% 857 22.87%
LC
7409
Lakehouse Capital
Australia
$139M -$25M -15% 10.2% 47.2% 15 26.67%
NSG
7410
Nalls Sherbakoff Group
Tennessee
$139M -$9.57M -6% 4.15% 461 11.93%
PA
7411
Persium Advisors
Georgia
$139M +$3.83M +3% 1.9% 70 20%
LFS
7412
Leibman Financial Services
Nebraska
$139M +$6.86M +5% 3.11% 55 20%
CP
7413
Clayton Partners
California
$138M +$6.6M +5% 5.9% 109% 43 27.91%
TWA
7414
Trace Wealth Advisors
California
$138M +$4.64M +3% 2.96% 72 8.33%
BCM
7415
Beartown Capital Management
Michigan
$138M 10.3% 43
PIA
7416
Polaris Investment Advisors
Massachusetts
$138M 3.48% 73
DAM
7417
Diamant Asset Management
Connecticut
$138M +$2.56M +2% 4.12% 66.9% 73 5.48%
BWM
7418
BAM Wealth Management
Colorado
$138M +$9.17M +7% 2.4% 178 28.65%
EFP
7419
Elser Financial Planning
Indiana
$138M +$55.3M +67% 8.73% 82 18.29%
ICVCFVA
7420
IDG China Venture Capital Fund V Associates
Hong Kong
$138M -$19.7M -12% 11.4% 7.34% 1 0%
ACA
7421
AllStreet Capital Advisors
California
$138M 0.57% 66
LBC
7422
Lane Brothers & Co
Arizona
$138M 1.65% 83
SF
7423
SageOak Financial
Oklahoma
$138M +$2.2M +2% 1.32% 33 3.03%
RWA
7424
Reicon Wealth Advisors
Georgia
$138M 2.12% 59
OIM
7425
Oder Investment Management
California
$138M -$1.18M -0.8% 2.22% 97.5% 106 13.21%