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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
CDWM
7501
Campbell Deegan Wealth Management
Virginia
$112M +$10.4M +10% 6.14% 44 4.55%
4A
7502
4Wealth Advisors
Illinois
$112M +$13.5M +14% 7.09% 144 13.89%
SB
7503
Semitam Bonam
New York
$112M +$5.58M +5% 4.59% 47 10.64%
PLC
7504
Peapod Lane Capital
New York
$112M +$11.9M +12% 13.9% 60 10%
CCM
7505
Chicago Capital Management
Illinois
$112M -$24.3M -18% 11.6% 295% 41 43.9%
HAP
7506
Harbor Asset Planning
Massachusetts
$112M +$7.03M +7% 6.98% 411 0.73%
CCM
7507
Crabel Capital Management
California
$112M -$51.6M -32% 4.21% 13.9% 63 39.68%
JRFS
7508
James Reed Financial Services
Ohio
$112M +$1.33M +1% 5.96% 18 5.56%
CCC
7509
Chesapeake Capital Corp
Florida
$111M 17.1% 150
AAM
7510
American Asset Management
Florida
$111M +$3.01M +3% 4.47% 42.5% 33 24.24%
LGG
7511
Luts & Greenleigh Group
Maryland
$111M +$7.15M +7% 7.12% 85 9.41%
LA
7512
LWM Advisors
California
$111M +$7.36M +7% 6.88% 29 10.34%
LM
7513
Luminus Management
Texas
$111M -$273M -71% 8.04% 8.7% 25 48%
LSL
7514
Legacy Solutions LLC
Pennsylvania
$111M +$6.83M +7% 6.59% 82 9.76%
1L
7515
10Elms LLP
Oklahoma
$111M +$6.14M +6% 4.77% 505 2.97%
D
7516
Drystone
Virginia
$111M +$2.03M +2% 2% 18 0%
MAM
7517
Maytree Asset Management
Hong Kong
$111M +$51.3M +86% 28.7% 402% 14 35.71%
TBNY
7518
Trustco Bank (New York)
New York
$111M +$8.99M +9% 9.57% 131% 72 8.33%
S
7519
SharpePoint
Arizona
$111M +$13.7M +14% 11.5% 45 11.11%
CWD
7520
Clarity Wealth Development
Oregon
$111M +$10.3M +10% 6.37% 47 10.64%
ABLA
7521
Alan B. Lancz & Associates
Ohio
$111M +$10.8M +11% 12.6% 137 10.95%
DFC
7522
DB Fitzpatrick & Co
Idaho
$111M -$2.06M -2% 4.06% 37.1% 110 18.18%
SPC
7523
Square Peg Capital
Australia
$111M -$13.4M -11% 6.08% 9 11.11%
MDA
7524
Minot DeBlois Advisors
Massachusetts
$110M +$4.81M +5% 5.8% 259 6.18%
BI
7525
Bolthouse Investments
California
$110M +$9.38M +9% 15% 77 9.09%