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
WIA
5101
Wealthedge Investment Advisors
New York
$239M +$17.7M +8% 205
MDCM
5102
Morgan Dempsey Capital Management
Wisconsin
$239M -$499K -0.2% 131
GCM
5103
Gunderson Capital Management
South Carolina
$239M +$83.9M +54% 54
TWM
5104
Trueblood Wealth Management
Ohio
$239M +$23.6M +11% 251
NC
5105
Nokomis Capital
Texas
$239M +$6.9M +3% 56
LMC
5106
Lightspeed Management Company
California
$239M +$102M +75% 10
PWA
5107
Phoenix Wealth Advisors
North Carolina
$239M +$9.29M +4% 131
EPW
5108
Evergreen Private Wealth
Colorado
$239M +$24.7M +12% 295
CB
5109
Centennial Bank
Arkansas
$239M +$28.4M +14% 357
RCM
5110
Robinson Capital Management
Michigan
$238M -$7.47M -3% 126
RCM
5111
Raleigh Capital Management
North Carolina
$238M +$17.6M +8% 717
MAM
5112
Mullooly Asset Management
New Jersey
$238M +$17.9M +8% 48
VM
5113
Valor Management
Illinois
$238M -$2.44M -1% 4
IFPG
5114
Intrepid Financial Planning Group
Indiana
$238M +$22M +10% 126
CAM
5115
CPA Asset Management
Florida
$238M +$10.7M +5% 86
AIM
5116
Aspen Investment Management
Michigan
$238M +$20.9M +10% 157
CA
5117
Cumberland Advisors
Florida
$238M +$17.1M +8% 51
W
5118
WorthPointe
California
$238M +$18.6M +8% 105
PVM
5119
Palogic Value Management
Texas
$238M +$10.5M +5% 174
RFMS
5120
RWQ Financial Management Services
Florida
$238M +$86.6M +57% 32
VU
5121
Valence8 US
Massachusetts
$238M +$24.3M +11% 14
FZCM
5122
Flynn Zito Capital Management
New York
$238M +$19.7M +9% 133
MP
5123
Mediatel Partners
Texas
$237M -$6.26M -3% 3
PIAS
5124
PCA Investment Advisory Services
Ohio
$237M +$48.2M +25% 51
SST
5125
S Squared Technology
New York
$237M +$41.9M +21% 36