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
WCM
4126
Weik Capital Management
Pennsylvania
$214M +$13.6M +7% 105
BWP
4127
Bernardo Wealth Planning
Pennsylvania
$214M +$37.2M +21% 95
SCMS
4128
Serenity Capital Management (Singapore)
Singapore
$214M 3
LMKC
4129
L.M. Kohn & Company
Ohio
$214M +$9.56M +5% 232
SFS
4130
Shaker Financial Services
Virginia
$214M +$11.2M +6% 178
PFSC
4131
Peoples Financial Services Corp
Pennsylvania
$214M +$19.8M +10% 281
CMI
4132
Clare Market Investments
Texas
$214M -$18M -8% 144
RCI
4133
RS Crum Inc
California
$213M +$22.9M +12% 74
NL
4134
NKCFO LLC
Illinois
$213M -$2.8M -1% 108
APA
4135
Astoria Portfolio Advisors
New York
$213M +$66.2M +45% 216
CA
4136
Centerpoint Advisors
Massachusetts
$213M +$25.1M +13% 544
NCM
4137
Neumann Capital Management
California
$213M +$18.7M +10% 92
OWM
4138
OneAscent Wealth Management
Alabama
$213M +$22M +12% 172
SGH
4139
Sivik Global Healthcare
Connecticut
$213M +$32.7M +18% 46
BE
4140
Bonness Enterprises
District of Columbia
$213M +$24.5M +13% 41
JSC
4141
Jackson Square Capital
California
$212M +$7.39M +4% 141
AIC
4142
Ayalon Insurance Company
Israel
$212M -$301K -0.1% 111
WGCA
4143
Wolf Group Capital Advisors
Virginia
$212M +$29.6M +16% 130
TFP
4144
Triune Financial Partners
Kansas
$212M +$34M +19% 28
IRM
4145
Income Research & Management
Massachusetts
$212M -$1.08M -0.5% 22
GCP
4146
Gill Capital Partners
Colorado
$212M +$20.8M +11% 130
AIA
4147
AIMZ Investment Advisors
California
$212M +$14.2M +7% 113
LSIA
4148
LaSalle St. Investment Advisors
Illinois
$212M 98
PIN
4149
Prudent Investors Network
California
$212M +$22.7M +12% 37
KFI
4150
Key Financial Inc
Pennsylvania
$212M -$994K -0.5% 1,183