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
CRWM
3851
Castle Rock Wealth Management
California
$273M +$24.5M +10% 280
MC
3852
Muhlenkamp & Co
Pennsylvania
$273M +$2.26M +0.8% 34
FVCM
3853
F&V Capital Management
Florida
$272M +$4.65M +2% 64
SDWIA
3854
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$272M +$32.5M +14% 132
TLP
3855
Trinity Legacy Partners
Texas
$272M +$21.1M +8% 102
WPA
3856
West Paces Advisors
Georgia
$272M +$23.2M +9% 629
AAM
3857
ACK Asset Management
Connecticut
$272M +$20.3M +8% 28
WA
3858
Wealth Advisors
California
$271M +$23.2M +9% 80
AEPIP
3859
AH Equity Partners IV (Parallel)
California
$271M +$30.5M +13% 2
WA
3860
Winfield Associates
Ohio
$271M +$26.9M +11% 151
IRM
3861
Income Research & Management
Massachusetts
$271M +$23.4M +9% 19
LPIC
3862
LeJeune Puetz Investment Counsel
Michigan
$271M +$16M +6% 188
UIA
3863
UBP Investment Advisors
Switzerland
$271M +$25.8M +11% 136
HCM
3864
Horrell Capital Management
Arkansas
$271M +$16.9M +7% 210
SWRP
3865
Summit Wealth & Retirement Planning
California
$270M +$1.23M +0.5% 103
OWM
3866
Opes Wealth Management
California
$270M +$13.9M +5% 90
NME
3867
Notis-McConarty Edward
$270M +$13.2M +5% 98
VCM
3868
Versant Capital Management
Arizona
$270M -$4.2M -2% 1,686
BCCM
3869
Bridge Creek Capital Management
Massachusetts
$270M +$6.39M +2% 105
CAWM
3870
Capital Advisors Wealth Management
Washington
$270M +$38.2M +17% 99
SFS
3871
Shaker Financial Services
Virginia
$270M +$18.6M +7% 190
MIM
3872
Montgomery Investment Management
Maryland
$270M +$8.46M +3% 84
CYG
3873
Clean Yield Group
Vermont
$269M +$27.3M +11% 476
CIM
3874
Corbyn Investment Management
Maryland
$269M +$22.8M +9% 84
FA
3875
FMA Advisory
Pennsylvania
$269M -$54.6M -17% 172