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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 Avg Holding
Period (Yrs)
ANBOT
7576
American National Bank of Texas
Texas
$106M – – 5.6% – 58 – 0
WDOM
7577
Wasserstein Debt Opportunities Management
New York
$106M +$14.5M +16% 15.8% – 1 0% 1.8
STCOSD
7578
Sageworth Trust Company of South Dakota
South Dakota
$106M +$13.8M +15% 8.84% 71.3% 53 13.21% 2.8
KP
7579
Kitching Partners
Pennsylvania
$106M +$7.31M +7% 5.87% – 43 27.91% 1
CF
7580
Conquis Financial
California
$106M +$2.59M +3% 5.87% – 57 14.04% 0.7
FWWM
7581
Fiscal Wisdom Wealth Management
Connecticut
$106M – – 26.9% – 82 – 0
BW
7582
BXM Wealth
Colorado
$106M +$21.4M +25% 11.7% – 139 29.5% 0.5
2WWM
7583
21 West Wealth Management
California
$105M +$6.28M +6% 4.89% – 59 1.69% 0.3
SGFG
7584
Silver Grove Financial Group
New York
$105M – – 8.15% – 113 – 0
RQS
7585
Ramsey Quantitative Systems
Kentucky
$105M +$4.58M +5% 7.03% 42% 12 83.33% 1.6
WWA
7586
Wisconsin Wealth Advisors
Wisconsin
$105M +$18M +21% 9.04% – 88 10.23% 0.6
HCA
7587
Harpswell Capital Advisors
Maine
$105M – – 6.12% – 35 – 0
PFA
7588
Providence Financial Advisors
Kansas
$105M – – 7.07% – 49 – 0
BG
7589
BRX Global
New York
$105M -$13.7M -12% 6.99% 65.8% 3 0% 3.8
PWM
7590
Peck Wealth Management
New York
$105M – – 8.94% – 134 – 0
LCM
7591
Lattice Capital Management
Washington
$104M +$13.5M +15% 17% 187% 24 12.5% 1.8
1M
7592
13D Management
New York
$104M -$5.31M -5% 18.4% 157% 24 41.67% 1.8
BM
7593
Brandywine Managers
Delaware
$104M +$3.62M +4% 4.86% 96.3% 39 12.82% 4.2
RHCA
7594
Rosenthal Henry Capital Advisors
Indiana
$104M +$4.86M +5% 6.53% 91.9% 41 14.63% 4
WCBA
7595
Weaver C. Barksdale & Associates
Tennessee
$104M -$356K -0.3% 6.43% 52.2% 63 3.17% 6
FA
7596
Forefront Analytics
Pennsylvania
$104M +$14.3M +16% 6.65% 50.9% 45 8.89% 4.2
KWM
7597
Kassira Wealth Management
Tennessee
$104M – – 11.4% – 53 – 0
SPL
7598
Smart Portfolios LLC
Washington
$104M +$4.43M +4% 6.88% 41.3% 102 3.92% 2.1
MC
7599
MSD Capital
New York
$104M -$51.2M -33% 0.25% 11.5% 3 0% 4.8
DILH
7600
Dai-ichi Life Holdings
Japan
$104M +$18.1M +21% 2.64% – 26 42.31% 0.8