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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)
FCM
8101
Fell Capital Management
California
$105M +$2.23M +2% 0.65% – 92 3.26% 0.2
SPW
8102
Signet Private Wealth
Illinois
$105M +$264K +0.3% 0.46% – 138 29.71% 0.2
WIM
8103
Waycross Investment Management
Washington
$105M -$9.03M -8% 0.06% 49.6% 50 18% 2.1
MAM
8104
McLaughlin Asset Management
Illinois
$105M -$7.11M -6% 0.57% – 97 12.37% 0.2
JWM
8105
JHP Wealth Management
Colorado
$105M +$1.34M +1% 1.17% – 34 8.82% 0.2
GCP
8106
Guardian Capital (Pennsylvania)
Pennsylvania
$105M -$7.16M -6% 0.49% – 98 27.55% 0.2
CFCS
8107
CDM Financial Counseling Services
Connecticut
$105M -$2.25M -2% 3.11% – 83 4.82% 0.2
FWM
8108
Forteris Wealth Management
New York
$104M +$2.88M +3% 1.32% – 72 12.5% 0.2
HMS
8109
Hanseatic Management Services
New Mexico
$104M – – 15.8% – 80 – 0.8
PC
8110
Purewater Capital
Texas
$104M – – 3.42% – 67 – 0
KCA
8111
Kilner Capital Advisors
Maryland
$104M -$371K -0.4% 3.55% – 20 10% 0.3
SWM
8112
Stonebridge Wealth Management
Illinois
$104M -$1.52M -1% 1.8% – 38 5.26% 0.7
BWS
8113
BFI Wealth Solutions
Texas
$104M -$702K -0.7% 1.07% – 76 5.26% 0.2
TP
8114
Trailhead Planners
Minnesota
$104M +$2.39M +2% 2.38% – 52 7.69% 0.2
BI
8115
Breachway Investments
Rhode Island
$104M +$9.36M +10% 1.07% – 99 4.04% 0.2
JMA
8116
J.M. Arbour
Maine
$104M +$3.95M +4% 1.08% – 131 23.66% 0.2
FWWM
8117
Fiscal Wisdom Wealth Management
Connecticut
$104M -$1.97M -2% 18.3% – 103 27.18% 0.4
LCS
8118
Luma Capital SA
$104M -$2.68M -3% 10.6% – 12 8.33% 0.2
FI
8119
FinArc Investments
Massachusetts
$104M -$8.07M -7% 1.67% – 59 30.51% 0.2
BFP
8120
Birchwood Financial Partners
Minnesota
$104M +$2.99M +3% 1.55% – 372 11.83% 0.2
SGM
8121
Scalar Gauge Management
Texas
$104M -$47.9M -32% 25.3% – 48 79.17% 0.3
RFPS
8122
Reality Financial Planning Services
Florida
$104M -$786K -0.8% 1.26% – 20 0% 0.3
HPWM
8123
High Point Wealth Management
New Jersey
$104M -$2.9M -3% 1.13% – 276 19.93% 0.2
FEM
8124
Fulcrum Equity Management
Texas
$103M -$995K -1% 1.59% 110% 154 41.56% 1.3
MS
8125
Monetary Solutions
Ohio
$103M +$1.96M +2% 0.91% – 322 3.42% 0.2