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
CP
5501
Creekside Partners
California
$211M +$19.6M +10% 173
NERM
5502
New England Research & Management
Illinois
$211M +$13.7M +7% 176
LFPWM
5503
Leicht Financial Planning & Wealth Management
New Jersey
$211M +$19.3M +10% 19
LC
5504
Littlejohn & Co
Connecticut
$210M +$18.5M +10% 23
FC
5505
FACT Capital
New York
$210M -$222K -0.1% 21
RMP
5506
Richards, Merrill & Peterson
Washington
$210M +$18M +9% 500
MAWAG
5507
Mid-American Wealth Advisory Group
Missouri
$210M +$23.8M +13% 342
EBWM
5508
Eagle Bluffs Wealth Management
Missouri
$210M +$21M +11% 78
SIA
5509
SGL Investment Advisors
Montana
$210M +$16.5M +9% 127
MLM
5510
Mount Lucas Management
Pennsylvania
$210M -$2.46M -1% 192
FWM
5511
FMB Wealth Management
California
$210M +$29.3M +16% 87
SWM
5512
StoneCrest Wealth Management
Arizona
$210M +$52.5M +33% 76
CWM
5513
Chicago Wealth Management
Illinois
$210M +$19M +10% 54
CIS
5514
Custom Index Systems
New York
$210M +$12.3M +6% 300
TCOK
5515
Trust Company of Kansas
Kansas
$210M +$21.8M +12% 61
VWM
5516
Vermillion Wealth Management
Minnesota
$209M -$131M -39% 1,373
VAM
5517
Verity Asset Management
North Carolina
$209M -$36.4M -15% 218
SIP
5518
Sellwood Investment Partners
Oregon
$209M +$17.7M +9% 49
AWM
5519
Ariadne Wealth Management
California
$209M +$17.6M +9% 251
PP
5520
Postrock Partners
Oregon
$209M +$7.07M +3% 84
TS
5521
TradeWell Securities
Indiana
$209M +$27.6M +15% 47
NWM
5522
Napa Wealth Management
California
$209M +$31.4M +18% 196
AIM
5523
Alpine Investment Management
Hong Kong
$209M +$101M +94% 12
BFS
5524
Burrus Financial Services
Utah
$209M +$12.3M +6% 10
MSS
5525
Mitchell Sinkler & Starr
Pennsylvania
$209M -$148M -42% 158