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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
CWM
7951
Capstone Wealth Management
Montana
$114M 3.01% 40
RCP
7952
RPM Capital Partners
New York
$114M +$50.5M +79% 62.4% 2 50%
ACM
7953
Ativo Capital Management
Illinois
$114M -$4.43M -4% 3.64% 63.8% 64 25%
DAM
7954
Directional Asset Management
Illinois
$114M 5.32% 93
FPFC
7955
Financial Planning Fort Collins
Colorado
$114M 0.9% 30
ABLA
7956
Alan B. Lancz & Associates
Ohio
$114M +$3.14M +3% 6.13% 139 10.79%
LSL
7957
Legacy Solutions LLC
Pennsylvania
$114M +$2.61M +2% 2.2% 83 8.43%
SHFC
7958
Safe Harbor Family Capital
North Carolina
$114M 1.25% 51
WIM
7959
Waycross Investment Management
Washington
$114M +$15.7M +16% 3.07% 47.6% 50 22%
KL
7960
Keenan LLC
Massachusetts
$114M 2.59% 41
PA
7961
Powerhouse Assets
Massachusetts
$114M 2.22% 54
LA
7962
LWM Advisors
California
$114M +$2.37M +2% 1.62% 30 6.67%
CCM
7963
Cannon Capital Management
Utah
$114M 2% 27
CRW
7964
Clarity Retirement & Wealth
Massachusetts
$114M 1.91% 33
CW
7965
CrossGen Wealth
North Carolina
$114M 2.47% 198
BAM
7966
Broyhill Asset Management
North Carolina
$114M -$592K -0.5% 6.01% 87 16.09%
QWM
7967
QP Wealth Management
New Jersey
$113M 7.97% 105
EAM
7968
Empery Asset Management
New York
$113M 6.18% 31
KCWM
7969
Kane Co Wealth Management
Iowa
$113M 2.39% 50
GP
7970
Gallo Partners
New Jersey
$113M -$20.7M -15% 7.46% 71 76.06%
LMFP
7971
Larry Mathis Financial Planning
Arizona
$113M 3.93% 157
HOWA
7972
Hudson Oak Wealth Advisory
New Jersey
$113M 1.67% 55
CF
7973
Carter Financial
California
$113M 1.98% 24
FA
7974
Forefront Analytics
Pennsylvania
$113M +$9.44M +9% 1.59% 50.9% 47 17.02%
SHF
7975
Safe Harbor Fiduciary
Florida
$113M 2.72% 230