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
SC
5051
Steph & Co
Wisconsin
$168M -$4.92M -3% 314
WLPWM
5052
Walled Lake Planning & Wealth Management
Illinois
$168M -$4.43M -3% 102
ICM
5053
Intrepid Capital Management
Florida
$168M -$28.5M -15% 68
HFA
5054
HC Financial Advisors
California
$168M -$12M -7% 346
WWP
5055
WR Wealth Planners
Missouri
$168M 519
LFPWM
5056
Leicht Financial Planning & Wealth Management
New Jersey
$168M -$7.33M -4% 24
FWA
5057
FOCUS Wealth Advisors
Texas
$168M +$721K +0.4% 44
CSA
5058
Cottage Street Advisors
Massachusetts
$168M -$8.87M -5% 109
HS
5059
Horan Securities
United States
$168M +$2.08M +1% 569
AC
5060
Almitas Capital
California
$168M 85
GPFA
5061
Game Plan Financial Advisors
Ohio
$168M -$19.4M -10% 120
PE
5062
Platinum Equity
California
$167M 6
NEPPG
5063
New England Professional Planning Group
Rhode Island
$167M +$3.17M +2% 50
GCM
5064
GoodHaven Capital Management
New Jersey
$167M -$4M -2% 27
KC
5065
Kinloch Capital
Virginia
$167M +$5.67M +4% 71
ARAM
5066
Ardmore Road Asset Management
New York
$167M -$22.6M -12% 34
HI
5067
Harrington Investments
California
$167M -$18.9M -10% 85
HIS
5068
Harvest Investment Services
Illinois
$167M -$70.3M -30% 286
SWA
5069
ShankerValleau Wealth Advisors
Illinois
$167M -$7.19M -4% 18
SFG
5070
Sowa Financial Group
Rhode Island
$167M -$4M -2% 73
CFGF
5071
Compass Financial Group (Florida)
Florida
$167M -$33.9M -17% 32
BCM
5072
BCK Capital Management
Connecticut
$167M +$18.3M +12% 206
GIM
5073
Greenwich Investment Management
Connecticut
$167M +$19.6M +13% 78
PSC
5074
Prentiss Smith & Co
Vermont
$167M -$45M -21% 86
ATWA
5075
Arbor Trust Wealth Advisors
Michigan
$167M -$6.85M -4% 108