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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
NB
3201
Nicolet Bankshares
Wisconsin
$362M +$37.9M +12% 9.72% 63.9% 204 9.31%
LSPW
3202
Lake Street Private Wealth
Illinois
$362M +$15.6M +4% 3.79% 77% 209 10.53%
PCM
3203
Punch Card Management
Florida
$362M +$61.8M +21% 21.1% 41% 3 0%
WMG
3204
WESCAP Management Group
California
$362M +$27.6M +8% 4.02% 40.2% 83 4.82%
PWS
3205
Private Wealth Strategies
Ohio
$361M +$30.8M +9% 4.09% 18.8% 81 14.81%
GHAM
3206
Gilman Hill Asset Management
Connecticut
$361M +$55.1M +18% 13.7% 50.7% 192 16.67%
MWA
3207
Martel Wealth Advisors
Washington
$361M +$15.6M +5% 2.47% 39.7% 45 2.22%
EGI
3208
EAM Global Investors
California
$361M -$7.71M -2% 48.2% 2,492% 206 69.42%
CAM
3209
Cypress Asset Management
Texas
$361M +$2.11M +0.6% 3.89% 114% 148 9.46%
UAM
3210
UAS Asset Management
New York
$361M +$6.41M +2% 1.47% 102% 25 40%
MA
3211
MYDA Advisors
New York
$361M +$23.7M +7% 7.21% 189% 394 79.19%
WI
3212
WrapManager Inc
California
$360M +$17.9M +5% 4.36% 51.7% 305 20.33%
ACM
3213
Altium Capital Management
New York
$360M +$92.4M +34% 12.2% 155 58.71%
UFA
3214
US Financial Advisors
Massachusetts
$360M +$28.6M +9% 4.54% 12.6% 149 16.78%
BWM
3215
Bulltick Wealth Management
Florida
$360M +$19.9M +6% 3.22% 58.2% 137 35.77%
BAM
3216
Bruderman Asset Management
New York
$360M +$15.6M +5% 2.8% 31.7% 121 13.22%
TFS
3217
Thoroughbred Financial Services
Tennessee
$360M +$37.2M +12% 5.29% 121% 275 16.73%
CVM
3218
Cheviot Value Management
California
$360M +$28.5M +9% 3.56% 83.7% 74 14.86%
SW
3219
SkyOak Wealth
Michigan
$359M +$37.9M +12% 6.4% 73.4% 256 23.83%
EIP
3220
Ellis Investment Partners
Pennsylvania
$359M +$29.9M +9% 7.43% 51% 811 11.1%
SWM
3221
Stockman Wealth Management
Montana
$359M +$33M +10% 8.36% 61.9% 203 11.82%
AIS
3222
AM Investment Strategies
Tennessee
$359M +$34M +10% 12.3% 121% 101 17.82%
KFAA
3223
Klaas Financial Asset Advisors
Illinois
$359M +$12.6M +4% 1.66% 36.2% 99 31.31%
OSNBOA
3224
Old Second National Bank of Aurora
Illinois
$359M +$21.4M +6% 6.05% 89.5% 331 11.48%
SAS
3225
Sanford Advisory Services
Michigan
$359M +$45.6M +15% 4.25% 108 13.89%