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
WPM
6301
Worldly Partners Management
Massachusetts
$167M -$14.9M -8% 3
ER
6302
EVR Research
Virginia
$167M -$23.8M -12% 39
MG
6303
McHugh Group
Ohio
$167M +$17.6M +12% 81
LIA
6304
Lynx Investment Advisory
District of Columbia
$167M +$14M +9% 160
CCM
6305
Clearfield Capital Management
New York
$167M +$37.3M +29% 14
CWM
6306
Certus Wealth Management
California
$167M +$11.8M +8% 60
SSCM
6307
Spectrum Strategic Capital Management
Oregon
$167M +$10M +6% 42
SFC
6308
Swisher Financial Concepts
Ohio
$167M +$11.9M +8% 95
MPW
6309
MGO Private Wealth
California
$167M +$10.6M +7% 69
FIS
6310
Fischer Investment Strategies
California
$167M +$17.7M +12% 38
MFFIA
6311
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$167M +$24.9M +18% 84
DF
6312
Define Financial
California
$167M +$14.9M +10% 41
FIA
6313
FPC Investment Advisory
California
$167M +$6.67M +4% 28
GF
6314
Gimbal Financial
Indiana
$167M +$3.76M +2% 58
GWM
6315
Greenhouse Wealth Management
Connecticut
$167M +$11.3M +7% 61
SIM
6316
Sterling Investment Management
Arizona
$166M +$15.5M +10% 67
LIA
6317
LSP Investment Advisors
New York
$166M +$27M +19% 22
HIM
6318
Hanlon Investment Management
New Jersey
$166M +$26.9M +19% 212
WC
6319
Wynnefield Capital
New York
$166M -$3.15M -2% 16
EFIC
6320
Eliot Finkel Investment Counsel
California
$166M +$11.1M +7% 33
BIO
6321
Blue Investment Opportunities
Florida
$166M -$21.6M -12% 1
RM
6322
Redpoint Management
California
$166M -$3.38M -2% 5
PCM
6323
Ping Capital Management
New York
$166M -$10.5M -6% 65
WCM
6324
Warburton Capital Management
Oklahoma
$166M -$2.6M -2% 63
TIM
6325
Tevis Investment Management
Texas
$166M +$9.98M +6% 109