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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
CM
7501
CM Management
Florida
$120M +$996K +0.8% 2.99% 141% 79 31.65%
CC
7502
Commons Capital
Massachusetts
$120M -$29.6M -20% 1.39% 138% 126 43.65%
YMRC
7503
Yorktown Management & Research Company
Virginia
$120M -$5.54M -4% 5.86% 223% 254 29.53%
IW
7504
Integrated Wealthcare
North Carolina
$120M +$594K +0.5% 1.28% 29 6.9%
BCWM
7505
Ball & Co Wealth Management
Tennessee
$120M -$35.8M -23% 2.36% 90 26.67%
WF
7506
WealthPoint Financial
North Carolina
$119M +$4.54M +4% 0.76% 129 15.5%
CAM
7507
Clio Asset Management
Virginia
$119M -$9.44M -7% 0.81% 70% 19 42.11%
LC
7508
Lubar & Co
Wisconsin
$119M -$15.2M -11% 10.9% 3 0%
SKK
7509
Shepherd Kaplan Krochuk
Massachusetts
$119M -$2.13M -2% 0.56% 29.8% 64 4.69%
MW
7510
Marrick Wealth
California
$119M -$3.25M -3% 0.04% 58 15.52%
VA
7511
Valor Advisors
Florida
$119M -$1.11M -0.9% 3.02% 36 2.78%
HAP
7512
Harbor Asset Planning
Massachusetts
$119M +$1.86M +2% 1.17% 455 10.33%
TCM
7513
Tao Capital Management
California
$119M +$2.65M +2% 9.59% 356% 8 0%
SF
7514
Schaeffer Financial
Maryland
$119M +$4.21M +4% 0.57% 25 16%
MWML
7515
M Wealth Management LLC
California
$119M +$3.89M +3% 0.68% 56 16.07%
MWM
7516
McCartney Wealth Management
Missouri
$119M +$2.89M +2% 1.39% 65 6.15%
HPM
7517
Hudson Portfolio Management
New York
$119M +$2.57M +2% 1.69% 113 6.19%
WKSWA
7518
White Knight Strategic Wealth Advisors
New Jersey
$119M -$18M -13% 3.79% 105% 96 22.92%
SFGM
7519
Stonebridge Financial Group (Missouri)
Missouri
$119M +$3.07M +3% 0.06% 178 17.98%
KCWM
7520
Kane Co Wealth Management
Iowa
$119M +$5.19M +5% 1.54% 54 12.96%
KL
7521
Keenan LLC
Massachusetts
$119M +$4.81M +4% 2.45% 42 2.38%
CWM
7522
ClientFirst Wealth Management
Arkansas
$118M -$6.07M -5% 4.62% 52 7.69%
WPM
7523
Worldly Partners Management
Massachusetts
$118M -$15.7M -12% 3.01% 19.9% 3 0%
WCM
7524
Washington Capital Management
Washington
$118M -$4.82M -4% 0.11% 76.9% 123 27.64%
EFG
7525
Elm3 Financial Group
Georgia
$118M -$2.17M -2% 2.34% 121 9.92%