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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 Time
Held (Qtrs)
EWA
7851
Eagle Wealth Advisors
Connecticut
$131M +$22.7M +21% 36.3% – 109 18.35% 1.7
IPS
7852
Investors Portfolio Services
Washington
$131M +$23.1M +21% 11.5% – 821 33.25% 1.3
JRFS
7853
James Reed Financial Services
Ohio
$131M +$15.5M +13% 14% – 19 10.53% 9.4
RIG
7854
Ramiah Investment Group
Wisconsin
$131M +$16.6M +14% 20.5% 55.3% 95 46.32% 8.5
ACM
7855
Anabranch Capital Management
Connecticut
$131M +$16M +14% 5.1% 139% 5 0% 19.8
CAM
7856
Chesapeake Asset Management
New York
$131M +$4.86M +4% 17.9% 153% 405 26.67% 10
FWA
7857
Fulcrum Wealth Advisors
Washington
$131M +$10.1M +8% 11.3% – 91 31.87% 1.5
PCOTEOTHU
7858
Provident Company of the Employees of the Hebrew University
Israel
$131M +$67.4M +106% 48.8% – 41 51.22% 3.4
GFA
7859
Godfrey Financial Associates
New York
$131M +$14.1M +12% 14.8% – 1,138 6.68% 1.9
NFS
7860
NewCorp Financial Services
Georgia
$131M +$15.3M +13% 9.84% – 55 10.91% 1.7
ACM
7861
Ativo Capital Management
Illinois
$131M +$15.6M +14% 6.84% 63.8% 60 15% 8.1
PAWC
7862
P.A.W. Capital
Connecticut
$131M +$5.56M +4% 46.2% 54.6% 72 20.83% 5.8
WHC
7863
Wulff, Hansen & Co
California
$130M +$32.6M +33% 14.1% 85.8% 110 11.82% 11.2
HGP
7864
Haven Global Partners
Georgia
$130M +$24.1M +23% 12.2% – 9 22.22% 4.3
SCC
7865
Seal Cove Capital
California
$130M +$16.4M +14% 10.5% – 20 60% 1.5
B
7866
Bayban
Minnesota
$130M +$15.3M +13% 19% – 678 13.27% 1.9
4A
7867
4Wealth Advisors
Illinois
$130M +$13.2M +11% 8.36% – 157 13.38% 4.6
BNA
7868
BankChampaign National Association
Illinois
$130M +$29.4M +29% 34.6% – 225 29.33% 1.4
RHDIC
7869
R.H. Dinel Investment Counsel
California
$130M +$6.59M +5% 4.52% 34.1% 41 4.88% 42.1
LIP
7870
Lynch Investment Planning
Pennsylvania
$130M +$18.9M +17% 10.8% – 58 10.34% 1.8
AMG
7871
APS Management Group
California
$130M +$13.3M +11% 10.3% – 82 18.29% 2.5
NCNMGF
7872
Nano-Cap New Millennium Growth Fund
New York
$130M +$23.1M +22% 35.3% – 158 22.78% 1.7
TWM
7873
Troutman Wealth Management
Pennsylvania
$130M +$10.1M +8% 7.32% – 38 5.26% 1.9
DM
7874
Diker Management
New York
$130M +$17.8M +16% 46.9% 210% 52 30.77% 8.7
FHC
7875
Forest Hill Capital
Arkansas
$130M -$22.4M -15% 14.4% 112% 21 9.52% 16.6