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 Avg Holding
Period (Yrs)
Schrum Private Wealth Management
7526
Schrum Private Wealth Management
Florida
$135M -$1.12M -0.8% 1.58% 60.9% 130 6.92% 2.9
EMG Holdings
7527
EMG Holdings
Connecticut
$135M -$131M -49% 3.39% 4.17% 40 67.5% 0.8
MSK
7528
Melissa S. Kampmann
$135M -$1.94M -1% 3.11% 82.1% 43 11.63% 1.9
Bright Futures Wealth Management
7529
Bright Futures Wealth Management
New York
$135M +$7.11M +6% 3.93% – 173 23.12% 1
Wellington-Altus USA
7530
Wellington-Altus USA
Manitoba, Canada
$135M – – 3.18% – 672 – 0
Cushing Capital Partners
7531
Cushing Capital Partners
Wisconsin
$135M +$7.34M +6% 2.91% – 89 8.99% 0.8
Global Trust Wealth Management
7532
Global Trust Wealth Management
Florida
$135M – – 2.25% – 85 – 0
MAM
7533
Maytree Asset Management
Hong Kong
$135M +$23.7M +21% 19.3% 441% 20 60% 0.7
Total Wealth Planning & Management
7534
Total Wealth Planning & Management
Florida
$135M – – 4.55% – 212 – 0.8
Guild Investment Management
7535
Guild Investment Management
California
$135M +$8.88M +7% 1.65% 119% 58 29.31% 2.1
Dalton Investments
7536
Dalton Investments
Nevada
$135M -$14.4M -10% 1.33% 125% 20 15% 2.8
CTA
7537
Camelot Technology Advisors
California
$135M +$8.77M +7% 3.34% 71% 58 3.45% 1.7
WPG Advisers
7538
WPG Advisers
Maryland
$135M +$5.79M +4% 2.09% – 1,538 10.14% 0.9
Lauer Wealth
7539
Lauer Wealth
Indiana
$135M -$5.25M -4% 0.13% 89.4% 75 28% 0.9
Entrust Financial
7540
Entrust Financial
Pennsylvania
$135M – – 2.16% – 420 – 0
Peterson Wealth Management
7541
Peterson Wealth Management
Nevada
$135M -$9.7M -7% 1.4% 88.9% 46 26.09% 2.4
FPC
7542
Flax Pond Capital
Massachusetts
$135M – – 6.35% – 51 – 0
Kids Capital Management
7543
Kids Capital Management
California
$134M +$3.85M +3% 2.78% – 14 14.29% 1.6
Hamrick Investment Counsel
7544
Hamrick Investment Counsel
Washington
$134M – – 1.92% – 184 – 0
Steinberg Asset Management
7545
Steinberg Asset Management
New York
$134M -$4.78M -3% 1.78% 108% 41 7.32% 4.5
MCM
7546
Magnolia Capital Management
New York
$134M +$4.1M +3% 3.48% 85.9% 77 11.69% 3.9
Farley Capital
7547
Farley Capital
New York
$134M -$4.11M -3% 8.74% 105% 17 0% 5.7
Lesa Sroufe & Co
7548
Lesa Sroufe & Co
Washington
$134M +$10.5M +9% 15.4% – 71 5.63% 5.3
Lubar & Co
7549
Lubar & Co
Wisconsin
$134M – – 2.08% – 3 – 8.3
Hallstatt Advisors
7550
Hallstatt Advisors
New York
$134M – – 6.56% – 16 – 0