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
HWM
4226
Hemington Wealth Management
Virginia
$259M +$48.7M +23% 111
CWM
4227
Chesapeake Wealth Management
Virginia
$259M +$19.2M +8% 157
KLC
4228
Kent Lake Capital
Nevada
$259M +$2.06M +0.8% 63
JC
4229
Jentner Corp
Ohio
$259M +$98M +61% 52
IMA
4230
Investment Management Associates
Colorado
$259M +$18.9M +8% 39
WC
4231
Wynnefield Capital
New York
$259M +$40.7M +19% 25
LCGC
4232
Legacy Capital Group California
California
$259M +$25.8M +11% 321
FA
4233
FC Advisory
Pennsylvania
$259M +$21M +9% 99
SIC
4234
Shoker Investment Counsel
Ohio
$259M +$28.1M +12% 92
MWM
4235
MorganRosel Wealth Management
Colorado
$259M +$19M +8% 102
PCC
4236
Perry Creek Capital
New York
$258M -$2.39M -0.9% 15
SW
4237
Simplicity Wealth
New Jersey
$258M +$87.5M +51% 190
FWM
4238
ForthRight Wealth Management
Georgia
$258M +$26.1M +11% 59
ZCM
4239
Zenyatta Capital Management
Delaware
$258M +$74M +40% 40
BCC
4240
Bridge City Capital
Oregon
$258M +$60.3M +30% 113
HLCM
4241
Hi-Line Capital Management
South Dakota
$258M -$13.4M -5% 39
TA
4242
TrueWealth Advisors
Alabama
$258M +$20.9M +9% 210
FFA
4243
Founders Financial Alliance
North Carolina
$258M +$28.9M +13% 498
SSC
4244
Syverson Strege & Co
Iowa
$258M +$34.3M +15% 70
KCM
4245
Kendall Capital Management
Maryland
$257M +$31.9M +14% 210
DSA
4246
Droms Strauss Advisors
Missouri
$257M +$25M +11% 68
PTP
4247
Platform Technology Partners
New York
$257M +$43.6M +20% 227
LWM
4248
Ledge Wealth Management
Minnesota
$257M +$34.4M +15% 66
SC
4249
Shay Capital
New York
$257M -$80.3M -24% 364
RBFC
4250
Roman Butler Fullerton & Co
Missouri
$257M +$45.1M +21% 219