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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 Avg Time
Held (Qtrs)
HAM
7401
Hedges Asset Management
Nevada
$152M – – 12% – 108 – 12.1
MWM
7402
Madrid Wealth Management
New Mexico
$152M +$19.9M +15% 11.9% – 72 5.56% 1.9
CIM
7403
Caldwell Investment Management
Ontario, Canada
$152M -$103M -40% 3.29% 162% 68 67.65% 4.7
PAMP
7404
Phoenix Asset Management Partners
$152M +$19.6M +15% 8.51% 139% 12 16.67% 9.1
RPA
7405
Redwood Park Advisors
California
$152M +$2.09M +1% 3.16% – 361 11.36% 4.9
CP
7406
Clayton Partners
California
$152M +$14.6M +11% 10.7% 109% 50 36% 9.2
TC
7407
Tannin Capital
North Carolina
$152M +$14.4M +10% 14.7% – 179 20.67% 1.6
CL
7408
CRCM LP
California
$152M +$10.9M +8% 15.6% – 15 53.33% 2.3
IA
7409
IF Advisors
Texas
$152M +$10.7M +8% 9.95% – 60 11.67% 1.6
MWM
7410
Moulton Wealth Management
Washington
$152M +$5.2M +4% 8.63% 47.8% 83 57.83% 2.4
CWIG
7411
Chung Wu Investment Group
Texas
$152M +$36M +31% 44.7% – 315 27.94% 3.1
WCM
7412
WealthTrak Capital Management
Virginia
$152M +$12M +9% 10.9% – 86 17.44% 4.8
HFAS
7413
Hummer Financial Advisory Services
Illinois
$152M +$10.6M +7% 13.1% 71.8% 135 8.89% 16.2
LAIC
7414
Lederer & Associates Investment Counsel
California
$152M +$10.7M +8% 10.2% 75.5% 87 8.05% 23.9
PF
7415
Prota Financial
Texas
$152M +$13.9M +10% 11.6% – 74 14.86% 1.7
UFA
7416
Uptown Financial Advisors
Texas
$152M +$26M +21% 10.4% – 91 19.78% 4.5
AL
7417
Advaya LLP
United Kingdom
$152M +$8.05M +6% 28.5% – 8 37.5% 1.5
TLC
7418
True Light Capital
$152M -$46.1M -23% 17.4% – 8 0% 2
TC
7419
TTRF Capital
$152M – – 97.5% – 13 – 0
WCM
7420
Washington Capital Management
Washington
$152M +$33.1M +28% 14.3% 76.9% 123 25.2% 10.6
MCAV
7421
Meritech Capital Associates V
California
$151M +$10.1M +7% 72.4% 133% 2 0% 21.5
RAS
7422
RPS Advisory Solutions
Kentucky
$151M -$25.1M -14% 14.2% – 128 34.38% 4.1
PP
7423
Paladin Partners
Wisconsin
$151M +$12.5M +9% 11% – 223 8.97% 1.9
MWM
7424
Mittelman Wealth Management
Massachusetts
$151M -$9.19M -6% 8.21% – 57 15.79% 4.8
WN
7425
Williams & Novak
California
$151M +$17.6M +13% 13.5% 61.6% 157 15.92% 5.9