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
SWM
3601
Shakespeare Wealth Management
Wisconsin
$173M +$17.9M +12% 74
EPA
3602
Element Pointe Advisors
Florida
$173M -$5.19M -3% 106
BWM
3603
Bernicke Wealth Management
Wisconsin
$173M +$5.72M +3% 46
TWA
3604
Tillar-Wenstrup Advisors
Ohio
$173M -$4.97M -3% 48
FTIM
3605
Flowering Tree Investment Management
Singapore
$172M -$10.1M -6% 5
DIM
3606
DC Investments Management
Virginia
$172M -$6.33M -4% 368
SM
3607
Saya Management
New York
$172M +$1.3M +0.8% 14
LRIC
3608
Long Road Investment Counsel
Michigan
$172M +$2.37M +1% 73
BAM
3609
Brave Asset Management
New Jersey
$172M -$6.17M -3% 166
RHAM
3610
Round Hill Asset Management
California
$172M -$1.33M -0.8% 60
GLCM
3611
Greenlea Lane Capital Management
Connecticut
$172M -$9.98M -5% 12
BRF
3612
B. Riley Financial
California
$172M +$22.7M +15% 66
OLA
3613
Oliver Luxxe Assets
New Jersey
$172M -$8.57M -5% 132
NAH
3614
Neumann Advisory (HK)
Hong Kong
$171M -$9.31M -5% 11
MC
3615
MRJ Capital
New York
$171M -$1.81M -1% 56
RPG
3616
Resource Planning Group
Georgia
$171M +$860K +0.5% 59
BC
3617
Barnett & Company
Tennessee
$171M -$6.5M -4% 486
PWMG
3618
Prestige Wealth Management Group
New Jersey
$171M +$5.52M +3% 672
EP
3619
Elkhorn Partners
Nebraska
$171M +$3.17M +2% 40
GCA
3620
GSI Capital Advisors
California
$170M +$13.5M +9% 32
PCA
3621
Providence Capital Advisors
North Carolina
$170M +$1.62M +1% 263
RW
3622
REDW Wealth
New Mexico
$170M +$2.9M +2% 86
WOC
3623
West Oak Capital
California
$170M +$2.67M +2% 344
LA
3624
LFL Advisers
Illinois
$170M +$6.54M +4% 10
SCP
3625
Shorepoint Capital Partners
Massachusetts
$170M -$5.85M -3% 93