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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
NA
7501
Networth Advisors
Pennsylvania
$135M 1.84% 385
FFG
7502
Fortress Financial Group
Minnesota
$135M +$5.03M +4% 2.45% 87 12.64%
CC
7503
Clearwave Capital
California
$135M 3.31% 138
BGI
7504
B Group Inc
Texas
$135M -$514K -0.4% 85.2% 22 36.36%
WF
7505
Womack Financial
Texas
$135M +$3.66M +3% 3.61% 70 8.57%
WW
7506
Winnow Wealth
Texas
$135M +$7.64M +6% 1.25% 662 24.62%
PIC
7507
Platt Investment Counsel
Florida
$135M +$8.36M +7% 1.34% 58.9% 13 15.38%
CH
7508
CVS Health
Rhode Island
$135M +$32.4M +32% 1.72% 48.7% 9 66.67%
SPWM
7509
Schrum Private Wealth Management
Florida
$135M -$1.12M -0.8% 1.58% 60.9% 130 6.92%
EH
7510
EMG Holdings
Connecticut
$135M -$131M -49% 3.39% 4.17% 40 67.5%
MSK
7511
Melissa S. Kampmann
$135M -$1.94M -1% 3.11% 70.4% 43 11.63%
BFWM
7512
Bright Futures Wealth Management
New York
$135M +$7.11M +6% 3.93% 173 23.12%
CCP
7513
Cushing Capital Partners
Wisconsin
$135M +$7.34M +6% 2.91% 89 8.99%
GTWM
7514
Global Trust Wealth Management
Florida
$135M 2.25% 85
MAM
7515
Maytree Asset Management
Hong Kong
$135M +$23.7M +21% 19.3% 402% 20 60%
TWPM
7516
Total Wealth Planning & Management
Florida
$135M 4.55% 212
GIM
7517
Guild Investment Management
California
$135M +$8.88M +7% 1.65% 101% 58 29.31%
DI
7518
Dalton Investments
Nevada
$135M -$14.4M -10% 1.33% 95.1% 20 15%
CTA
7519
Camelot Technology Advisors
California
$135M +$8.77M +7% 3.34% 58 3.45%
WA
7520
WPG Advisers
Maryland
$135M +$5.79M +4% 2.09% 1,538 10.14%
LW
7521
Lauer Wealth
Indiana
$135M -$5.25M -4% 0.12% 75.5% 75 28%
EF
7522
Entrust Financial
Pennsylvania
$135M 2.16% 420
PWM
7523
Peterson Wealth Management
Nevada
$135M -$9.72M -7% 1.4% 78% 46 26.09%
FPC
7524
Flax Pond Capital
Massachusetts
$135M 6.35% 51
KCM
7525
Kids Capital Management
California
$134M +$3.85M +3% 2.78% 14 14.29%