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
HM
5801
HCEP Management
Hong Kong
$173M +$47.6M +38% 16
HWMT
5802
Heritage Wealth Management (Texas)
Texas
$173M +$2.72M +2% 35
CWM
5803
CarsonAllaria Wealth Management
Illinois
$173M -$2.09M -1% 378
LODC
5804
Lanham O'Dell & Company
West Virginia
$173M -$10.1M -6% 33
SERBOO
5805
School Employees Retirement Board of Ohio
Ohio
$173M -$19.9M -10% 5
CIA
5806
Cohen Investment Advisors
New Hampshire
$172M +$6.49M +4% 79
DCM
5807
Delta Capital Management
New Jersey
$172M -$2.77M -2% 107
AVI
5808
Asset Value Investors
United Kingdom
$172M -$51M -23% 5
WFC
5809
Western Financial Corp
California
$172M -$9.87M -5% 141
MFG
5810
Midwest Financial Group
Kansas
$172M -$2.03M -1% 113
LA
5811
Latitude Advisors
Florida
$172M -$5.42M -3% 200
PWM
5812
Parkshore Wealth Management
California
$172M +$5.75M +3% 68
CWP
5813
Core Wealth Partners
California
$172M -$2.55M -1% 178
SC
5814
Solstein Capital
California
$172M -$7.08M -4% 331
EAM
5815
Exane Asset Management
France
$172M -$3.87M -2% 35
BWA
5816
Boulder Wealth Advisors
Colorado
$172M -$22.2M -11% 28
TVWM
5817
Tower View Wealth Management
Wisconsin
$172M -$17.5M -9% 216
TFG
5818
Tull Financial Group
Virginia
$172M +$5.91M +4% 28
CCM
5819
Campbell Capital Management
Florida
$172M -$84M -33% 93
VFA
5820
Values First Advisors
Tennessee
$171M -$10.2M -6% 237
YWS
5821
Yarger Wealth Strategies
Ohio
$171M -$1.93M -1% 100
AFT
5822
Alpha Family Trust
California
$171M -$6.75M -4% 187
CAM
5823
Cobblestone Asset Management
Virginia
$171M +$18M +12% 67
NIMC
5824
Nierenberg Investment Management Company
Washington
$171M +$300K +0.2% 61
JCFM
5825
JBR Co Financial Management
Oklahoma
$171M +$6.89M +4% 117