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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 Avg Holding
Period (Yrs)
BCWM LLC
3151
BCWM LLC
Kansas
$247M -$2.9M -1% 1.34% – 74 10.81% 2.8
Delta Financial Advisors
3152
Delta Financial Advisors
Louisiana
$247M +$4.64M +2% 1.91% 96% 116 2.59% 0.2
McNamara Financial Services
3153
McNamara Financial Services
Massachusetts
$246M +$7.16M +3% 0.7% 42.6% 39 2.56% 2.9
Crestview Partners III
3154
Crestview Partners III
New York
$246M -$121M -33% 22.1% 51.2% 4 0% 1.3
Patten Group
3155
Patten Group
Tennessee
$246M +$1.54M +0.6% 1.92% 88.1% 216 11.57% 3.6
Roof Eidam Maycock Peralta (REMP)
3156
Roof Eidam Maycock Peralta (REMP)
California
$246M +$1.79M +0.7% 0.96% 62.3% 125 20.8% 2.5
ECM
3157
EagleClaw Capital Management
Massachusetts
$245M +$15.6M +7% 2.07% 104% 132 10.61% 3.6
Chesapeake Wealth Management
3158
Chesapeake Wealth Management
Virginia
$245M +$6.13M +3% 1.87% 65.9% 190 11.58% 1.2
Hamilton Point Investment Advisors
3159
Hamilton Point Investment Advisors
North Carolina
$245M +$10.8M +5% 2.61% 79.3% 73 2.74% 4.1
Vantage Wealth
3160
Vantage Wealth
California
$245M +$2.76M +1% 2.16% 56.1% 31 0% 3.5
Alta Park Capital
3161
Alta Park Capital
California
$244M -$54M -18% 2.43% 1,071% 30 43.33% 1.1
Brickley Wealth Management
3162
Brickley Wealth Management
California
$244M +$4.76M +2% 1.08% 62.6% 48 14.58% 1.1
Starfire Investment Advisers
3163
Starfire Investment Advisers
Michigan
$244M +$20.4M +9% 0.34% 19.2% 178 12.92% 1.5
FCT
3164
Family Capital Trust
Massachusetts
$244M -$5.65M -2% 1.47% 39.1% 56 5.36% 4.5
Benedict Financial Advisors
3165
Benedict Financial Advisors
Georgia
$244M +$3.76M +2% 3.07% 72.4% 105 2.86% 4
PTB
3166
Pioneer Trust Bank
Oregon
$244M +$1.71M +0.7% 2.48% 61.4% 74 5.41% 5.1
G.F.W. Energy X
3167
G.F.W. Energy X
Texas
$243M -$88.5M -27% 24% 71.3% 4 0% 1.5
MEAG MUNICH ERGO AssetManagement
3168
MEAG MUNICH ERGO AssetManagement
Germany
$243M +$10.5M +5% 4.84% 18.2% 15 6.67% 3.5
Burt Wealth Advisors
3169
Burt Wealth Advisors
Maryland
$243M +$14.7M +6% 0.11% 57.3% 359 8.64% 3.4
Harfst & Associates
3170
Harfst & Associates
Wyoming
$243M -$1.92M -0.8% 0.29% 88.1% 101 13.86% 2.3
WESCAP Management Group
3171
WESCAP Management Group
California
$243M +$881K +0.4% 0.93% 45.7% 82 10.98% 2.4
Forefront Analytics
3172
Forefront Analytics
Pennsylvania
$243M +$7.82M +3% 1.35% 50.9% 46 13.04% 1.4
Mosaic Family Wealth
3173
Mosaic Family Wealth
Missouri
$242M +$3.7M +2% 1.35% 85.2% 177 9.04% 3.1
Northwest Bancshares
3174
Northwest Bancshares
Pennsylvania
$242M +$5.16M +2% 3.06% 84.8% 144 6.25% 1.5
Advisors Management Group
3175
Advisors Management Group
Wisconsin
$242M +$12.8M +6% 2.67% 125% 90 4.44% 2.7