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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
SIA
3226
SeaBridge Investment Advisors
New Jersey
$591M -$14.7M -2% 0.99% 128% 211 18.01%
BBL
3227
Beck Bode LLC
Massachusetts
$591M -$10.2M -2% 6.25% 155% 130 50.77%
CFM
3228
Catalyst Funds Management
Australia
$591M +$160M +37% 11.2% 732 75.14%
BA
3229
Bellwether Advisors
Nebraska
$590M -$36.5M -6% 1.46% 115% 181 38.12%
FL
3230
Fourthstone LLC
Missouri
$590M +$55.6M +10% 6.35% 60.1% 71 36.62%
RDFA
3231
Ritter Daniher Financial Advisory
Ohio
$589M -$6.77M -1% 1.45% 56.7% 623 9.79%
EGWAG
3232
Elwood & Goetz Wealth Advisory Group
Georgia
$589M +$20.4M +4% 0.09% 58.2% 147 14.29%
WFA
3233
West Financial Advisors
Iowa
$589M -$3.55M -0.6% 0.31% 45.1% 247 25.91%
PFM
3234
Patton Fund Management
Texas
$589M -$157M -21% 9.27% 188% 518 14.67%
BCM
3235
Blume Capital Management
California
$588M +$38.4M +7% 1.96% 96.9% 356 11.24%
CWA
3236
Canvas Wealth Advisors
Kansas
$588M -$920K -0.2% 3.92% 115% 259 21.62%
DP
3237
Diadema Partners
New Jersey
$588M +$7.2M +1% 6.92% 220 68.64%
MWA
3238
Martel Wealth Advisors
Washington
$587M +$1.89M +0.3% 1.41% 39.7% 77 14.29%
MC
3239
Martin & Co
Tennessee
$587M +$4.72M +0.8% 0.86% 67.8% 101 0.99%
PFG
3240
Premier Financial Group
California
$587M +$204M +53% 2.46% 62 40.32%
PA
3241
Perennial Advisors
New York
$587M -$9.18M -2% 2.37% 133 9.77%
FMI
3242
Frec Markets Inc
California
$587M +$245M +72% 0.49% 658 50%
BMWS
3243
Brady Martz Wealth Solutions
North Dakota
$587M +$18.9M +3% 0.9% 201 16.92%
CC
3244
Converium Capital
$586M -$27.9M -5% 0.64% 43 39.53%
PFG
3245
PAX Financial Group
Texas
$586M +$6.31M +1% 1.37% 56% 225 19.56%
GIM
3246
Garden Investment Management
Connecticut
$586M +$83.1M +17% 13.5% 2 50%
TAM
3247
Talos Asset Management
New York
$585M +$20.2M +4% 38.2% 35 65.71%
CM
3248
Capital Management
Virginia
$585M -$24.9M -4% 3.95% 52.5% 77 11.69%
RIS
3249
Retirement Income Solutions
Michigan
$585M -$4.52M -0.8% 2.3% 60.8% 183 12.57%
CGIM
3250
Capital Group Investment Management
Singapore
$585M -$30.9M -5% 3.35% 145% 150 14%