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
WLPWM
4476
Walled Lake Planning & Wealth Management
Illinois
$119M +$10.1M +9% 397
JAWM
4477
J. Arnold Wealth Management
Ohio
$119M +$85.2M +249% 69
HLAM
4478
Hidden Lake Asset Management
New York
$119M +$56.9M +91% 26
CFGF
4479
Compass Financial Group (Florida)
Florida
$119M +$36.1M +43% 19
FL
4480
Fourthstone LLC
Missouri
$119M +$9.35M +9% 71
SSCM
4481
Summit Street Capital Management
New York
$119M +$26.9M +29% 36
DCM
4482
DG Capital Management
New York
$119M +$56M +88% 30
YCM
4483
Yaupon Capital Management
New York
$119M +$68.6M +136% 36
TA
4484
Townsend & Associates
Colorado
$119M +$22.8M +24% 79
MWM
4485
MBE Wealth Management
Wisconsin
$119M +$14M +13% 595
HSWM
4486
Hubbell Strickland Wealth Management
Louisiana
$119M +$20.3M +21% 61
HCM
4487
Hall Capital Management
Rhode Island
$119M +$21M +21% 81
RWRC
4488
R.W. Roge & Company
New York
$119M +$21.4M +22% 37
EM
4489
ELCO Management
New York
$119M +$23.2M +24% 126
HMS
4490
Hanseatic Management Services
New Mexico
$119M +$24.8M +26% 247
CWA
4491
Clarus Wealth Advisors
Arizona
$119M +$18.7M +19% 148
CT
4492
Clearstead Trust
Maine
$119M +$8.14M +7% 184
ADMI
4493
Albert D. Mason Inc
Massachusetts
$119M +$19.4M +20% 149
WMA
4494
Wealth Management Associates
New Jersey
$119M +$19.6M +20% 155
AFC
4495
AFT Forsyth & Company
Florida
$119M +$19.1M +19% 128
SWM
4496
Sculati Wealth Management
Michigan
$119M +$27.6M +30% 110
SJL
4497
Shayne & Jacobs LLC
Tennessee
$118M -$7.02M -6% 32
WC
4498
Weil Company
California
$118M +$12M +11% 105
HCM
4499
Hutner Capital Management
Vermont
$118M +$8.79M +8% 41
SHA
4500
Seneca House Advisors
Virginia
$118M +$23.7M +25% 69