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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
MAM
3226
MPM Asset Management
Massachusetts
$234M -$13.8M -6% 3.35% 5.89% 5 0%
WIA
3227
World Investment Advisors
California
$233M +$6.58M +3% 0.79% 65.4% 163 14.72%
NQWM
3228
Northwest Quadrant Wealth Management
Oregon
$233M +$14.4M +7% 0.36% 45.6% 66 7.58%
RWA
3229
Redhawk Wealth Advisors
Minnesota
$233M -$18.4M -7% 1.09% 111% 514 77.82%
CBTWT
3230
Community Bank & Trust (Waco, Texas)
Texas
$233M -$338K -0.1% 2.36% 108% 136 5.15%
GPSPJS
3231
General Pension Society PZU Joint Stock
Poland
$233M -$11.5M -5% 0.34% 116% 15 6.67%
NPCM
3232
North Peak Capital Management
New York
$233M +$54.8M +31% 5.37% 301% 15 66.67%
TAM
3233
Tealwood Asset Management
Minnesota
$233M -$13.1M -5% 0.31% 121% 102 13.73%
BA
3234
BCM Advisors
Louisiana
$232M +$13.8M +6% 2.89% 59.3% 40 10%
BCC
3235
Bridge City Capital
Oregon
$232M +$50.6M +28% 2.9% 120% 92 4.35%
WF
3236
WoodTrust Financial
Wisconsin
$232M +$9.83M +4% 1.7% 71.9% 76 9.21%
SHJ
3237
Sharkey, Howes & Javer
Colorado
$232M +$11.5M +5% 1.19% 54.6% 222 76.58%
CI
3238
Cavalier Investments
Georgia
$232M -$7.43M -3% 1.07% 171% 134 31.34%
TL
3239
TrueWealth LLC
Georgia
$232M +$6.71M +3% 3.45% 766 7.7%
SFPM
3240
Sensible Financial Planning & Management
Massachusetts
$232M -$2.1M -0.9% 1.8% 24.5% 36 11.11%
NI
3241
NYL Investors
New York
$232M +$43.4M +23% 0.11% 12.7% 28 14.29%
BFO
3242
Biltmore Family Office
North Carolina
$232M +$46.8M +25% 1.22% 78.1% 181 16.57%
BPA
3243
Beacon Pointe Advisors
California
$232M -$42.5M -16% 1.22% 76.7% 210 22.38%
TLCM
3244
Tiger Legatus Capital Management
New York
$231M +$6.36M +3% 9.37% 19.1% 14 35.71%
APSP
3245
Asset Planning Services (Pennsylvania)
Pennsylvania
$231M +$3.67M +2% 0.48% 62.1% 294 9.86%
AA
3246
AlphaMark Advisors
Kentucky
$231M +$2.42M +1% 1.69% 26.4% 559 13.24%
BA
3247
Birinyi Associates
Connecticut
$231M -$7.63M -3% 2.18% 113% 85 18.82%
OGC
3248
Oak Grove Capital
New Hampshire
$230M +$43.6M +23% 1.25% 463% 83 32.53%
FA
3249
FMA Advisory
Pennsylvania
$230M +$5.1M +2% 1.4% 46.7% 149 5.37%
PC
3250
Peavine Capital
Nevada
$230M -$9.67M -4% 1.44% 27.7% 14 7.14%