We are live on ! Find out more

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
SPWM
7501
Schrum Private Wealth Management
Florida
$135M -$1.12M -0.8% 1.58% 60.9% 130 6.92%
EH
7502
EMG Holdings
Connecticut
$135M -$131M -49% 3.39% 4.17% 40 67.5%
MSK
7503
Melissa S. Kampmann
$135M -$1.94M -1% 3.11% 70.4% 43 11.63%
BFWM
7504
Bright Futures Wealth Management
New York
$135M +$7.11M +6% 3.93% 173 23.12%
CCP
7505
Cushing Capital Partners
Wisconsin
$135M +$7.34M +6% 2.91% 89 8.99%
GTWM
7506
Global Trust Wealth Management
Florida
$135M 2.25% 85
MAM
7507
Maytree Asset Management
Hong Kong
$135M +$23.7M +21% 19.3% 402% 20 60%
TWPM
7508
Total Wealth Planning & Management
Florida
$135M 4.55% 212
GIM
7509
Guild Investment Management
California
$135M +$8.88M +7% 1.65% 101% 58 29.31%
DI
7510
Dalton Investments
Nevada
$135M -$14.4M -10% 1.33% 95.1% 20 15%
CTA
7511
Camelot Technology Advisors
California
$135M +$8.77M +7% 3.34% 58 3.45%
WA
7512
WPG Advisers
Maryland
$135M +$5.79M +4% 2.09% 1,538 10.14%
LW
7513
Lauer Wealth
Indiana
$135M -$5.25M -4% 0.12% 75.5% 75 28%
EF
7514
Entrust Financial
Pennsylvania
$135M 2.16% 420
PWM
7515
Peterson Wealth Management
Nevada
$135M -$9.72M -7% 1.4% 78% 46 26.09%
FPC
7516
Flax Pond Capital
Massachusetts
$135M 6.35% 51
KCM
7517
Kids Capital Management
California
$134M +$3.85M +3% 2.78% 14 14.29%
HIC
7518
Hamrick Investment Counsel
Washington
$134M 1.92% 184
SAM
7519
Steinberg Asset Management
New York
$134M -$4.78M -3% 1.78% 130% 41 7.32%
MCM
7520
Magnolia Capital Management
New York
$134M +$4.1M +3% 3.48% 77.6% 77 11.69%
FC
7521
Farley Capital
New York
$134M -$4.11M -3% 8.74% 105% 17 0%
LSC
7522
Lesa Sroufe & Co
Washington
$134M +$10.5M +9% 15.4% 71 5.63%
LC
7523
Lubar & Co
Wisconsin
$134M 2.08% 3
HA
7524
Hallstatt Advisors
New York
$134M 6.56% 16
PP
7525
Paladin Partners
Wisconsin
$134M 1.43% 216