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
SCM
4176
Stonehearth Capital Management
Massachusetts
$151M +$14M +10% 63
LD
4177
Lipe & Dalton
New York
$151M +$13.9M +10% 109
WFM
4178
Wolff Financial Management
Michigan
$151M +$13.8M +10% 83
ACM
4179
AREX Capital Management
New York
$151M 11
SIM
4180
Sterling Investment Management
Arizona
$151M +$13.8M +10% 66
JFGLC
4181
Johnson Financial Group LLC (Colorado)
Colorado
$151M +$5.37M +4% 20
SIC
4182
Shoker Investment Counsel
Ohio
$150M +$11.1M +8% 100
LTI
4183
Laffer Tengler Investments
Tennessee
$150M +$33.1M +28% 147
MMHP
4184
Murphy Middleton Hinkle & Parker
Georgia
$150M +$9.16M +6% 133
CCM
4185
Consolidated Capital Management
California
$150M +$11.9M +9% 37
BWM
4186
BCS Wealth Management
Tennessee
$150M 113
SSW
4187
Smith Shellnut Wilson
Mississippi
$150M +$15M +11% 138
IC
4188
Innealta Capital
Texas
$150M +$36.6M +32% 50
BOCM
4189
Bontempo Ohly Capital Management
Maryland
$150M +$9.56M +7% 32
WFWM
4190
Wechter Feldman Wealth Management
New Jersey
$150M -$8.49M -5% 32
MWPCG
4191
Measured Wealth Private Client Group
New Hampshire
$150M -$4.73M -3% 145
UOMF
4192
University of Massachusetts Foundation
Massachusetts
$150M 4
PCWA
4193
Pacific Capital Wealth Advisors
California
$150M 56
WC
4194
Wynnefield Capital
New York
$150M -$38.1M -20% 27
FDS
4195
Freedom Day Solutions
Texas
$149M +$12.2M +9% 93
NERM
4196
New England Research & Management
Illinois
$149M +$11.2M +8% 173
GCM
4197
Gables Capital Management
Florida
$149M +$7.93M +6% 372
PIM
4198
Profit Investment Management
Maryland
$149M +$9.43M +7% 77
BCM
4199
Burrage Capital Management
Massachusetts
$149M 29
BC
4200
Breakline Capital
New York
$149M +$34.7M +30% 51