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
WHCI
6101
W.H. Cornerstone Investments
Massachusetts
$150M +$1.72M +1% 129
AIC
6102
Argus Investors Counsel
New York
$150M -$3.53M -2% 118
ALWM
6103
Andrews Lucia Wealth Management
California
$150M +$8.64M +6% 28
MPIM
6104
McGinn Penninger Investment Management
Virginia
$150M -$536K -0.4% 26
BFS
6105
Beacon Financial Strategies
North Carolina
$150M +$2.92M +2% 36
ADMI
6106
Albert D. Mason Inc
Massachusetts
$150M -$6.49M -4% 151
OCM
6107
Objective Capital Management
Ohio
$150M -$20.6M -12% 158
NWMG
6108
Nicholson Wealth Management Group
South Carolina
$150M +$27.9M +23% 103
LW
6109
Lauer Wealth
Indiana
$150M +$20.7M +16% 45
MWM
6110
Melfa Wealth Management
Massachusetts
$150M -$1.96M -1% 205
RCF
6111
Rainwater Charitable Foundation
Texas
$150M -$65.5M -30% 4
SP
6112
Successful Portfolios
Florida
$149M +$1.65M +1% 170
CWM
6113
Certus Wealth Management
California
$149M +$5.72M +4% 57
RAM
6114
Robocap Asset Management
United Kingdom
$149M -$9.39M -6% 28
PTCG
6115
Pring Turner Capital Group
California
$149M -$9.1M -6% 72
CFM
6116
Crawford Fund Management
Massachusetts
$149M +$13.6M +10% 231
CCA
6117
Clarity Capital Advisors
Florida
$149M +$9.94M +7% 80
TT
6118
TI-Trust
Illinois
$149M +$9.64M +7% 129
RMC
6119
Ring Mountain Capital
California
$149M 89
ACG
6120
Ampersand Capital Group
California
$149M 7
SCM
6121
Sebold Capital Management
Illinois
$149M -$2.54M -2% 74
PF
6122
Penney Financial
Texas
$149M +$2.5M +2% 39
SCMS
6123
Serenity Capital Management (Singapore)
Singapore
$149M -$47.4M -24% 5
HA
6124
Hofer & Associates
California
$149M +$4.02M +3% 61
OIM
6125
Oracle Investment Management
Connecticut
$149M +$23.8M +19% 19