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
CWP
3826
Capital Wealth Planning
Florida
$152M +$858K +0.6% 131
ECA
3827
Elevated Capital Advisors
Utah
$152M 133
KCM
3828
Kempner Capital Management
Texas
$151M +$6.02M +4% 50
MC
3829
Minot Capital
Colorado
$151M +$14.5M +11% 8
SRC
3830
Sage Rhino Capital
California
$151M 127
RPG
3831
Resource Planning Group
Georgia
$151M +$17.3M +13% 50
LA
3832
LexAurum Advisors
Kansas
$151M +$21.9M +17% 180
OAM
3833
Oak Asset Management
California
$151M +$15.8M +12% 91
NL
3834
NVWM LLC
Pennsylvania
$151M +$17.5M +13% 411
EFIC
3835
Eliot Finkel Investment Counsel
California
$151M +$14.2M +10% 39
MLFP
3836
MPS Loria Financial Planners
Illinois
$151M +$11.4M +8% 78
OAJ
3837
Ogorek Anthony Joseph
New York
$151M +$25.2M +20% 165
HRC
3838
Hoertkorn Richard Charles
$151M +$8.75M +6% 88
SV
3839
Stilwell Value
New York
$151M +$17.6M +13% 44
AAM
3840
Augustine Asset Management
Florida
$151M +$4.44M +3% 80
TLA
3841
Tree Line Advisors
Hong Kong
$151M +$88.4M +142% 6
JFM
3842
Jackson Financial Management
California
$151M +$60M +66% 42
HAM
3843
Hillswick Asset Management
Connecticut
$150M +$15.3M +11% 13
WS
3844
Wela Strategies
Georgia
$150M +$17.5M +13% 39
SC
3845
Scholtz & Company
Connecticut
$150M +$34.9M +30% 60
AW
3846
Alpha Windward
Massachusetts
$150M +$13.8M +10% 435
LCM
3847
Lucerne Capital Management
Connecticut
$150M +$32.1M +27% 1
SAM
3848
Selway Asset Management
$150M +$13.6M +10% 80
PWA
3849
Peterson Wealth Advisors
Utah
$150M +$23.3M +18% 43
ACI
3850
AB CarVal Investors
Minnesota
$149M +$9.85M +7% 16