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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
MSK
7501
Melissa S. Kampmann
$135M -$1.94M -1% 3.11% 70.4% 43 11.63%
BFWM
7502
Bright Futures Wealth Management
New York
$135M +$7.11M +6% 3.93% 173 23.12%
CCP
7503
Cushing Capital Partners
Wisconsin
$135M +$7.34M +6% 2.91% 89 8.99%
GTWM
7504
Global Trust Wealth Management
Florida
$135M 2.25% 85
MAM
7505
Maytree Asset Management
Hong Kong
$135M +$23.7M +21% 19.3% 402% 20 60%
TWPM
7506
Total Wealth Planning & Management
Florida
$135M 4.55% 212
GIM
7507
Guild Investment Management
California
$135M +$8.88M +7% 1.65% 101% 58 29.31%
DI
7508
Dalton Investments
Nevada
$135M -$14.4M -10% 1.33% 95.1% 20 15%
CTA
7509
Camelot Technology Advisors
California
$135M +$8.77M +7% 3.34% 58 3.45%
WA
7510
WPG Advisers
Maryland
$135M +$5.79M +4% 2.09% 1,538 10.14%
LW
7511
Lauer Wealth
Indiana
$135M -$5.25M -4% 0.12% 75.5% 75 28%
EF
7512
Entrust Financial
Pennsylvania
$135M 2.16% 420
PWM
7513
Peterson Wealth Management
Nevada
$135M -$9.72M -7% 1.4% 78% 46 26.09%
FPC
7514
Flax Pond Capital
Massachusetts
$135M 6.35% 51
KCM
7515
Kids Capital Management
California
$134M +$3.85M +3% 2.78% 14 14.29%
HIC
7516
Hamrick Investment Counsel
Washington
$134M 1.92% 184
SAM
7517
Steinberg Asset Management
New York
$134M -$4.78M -3% 1.78% 130% 41 7.32%
MCM
7518
Magnolia Capital Management
New York
$134M +$4.1M +3% 3.48% 77.6% 77 11.69%
FC
7519
Farley Capital
New York
$134M -$4.11M -3% 8.74% 105% 17 0%
LSC
7520
Lesa Sroufe & Co
Washington
$134M +$10.5M +9% 15.4% 71 5.63%
LC
7521
Lubar & Co
Wisconsin
$134M 2.08% 3
HA
7522
Hallstatt Advisors
New York
$134M 6.56% 16
PP
7523
Paladin Partners
Wisconsin
$134M 1.43% 216
EPI
7524
Eddie Patel Inc
Illinois
$134M 2.5% 104
BC
7525
Bayforest Capital
United Kingdom
$134M -$76.2M -36% 3.66% 990 48.99%