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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)
BFC
3226
Blue Fin Capital
Rhode Island
$692M +$82.1M +13% 17.3% 125% 166 10.84% 6.5
SIA
3227
SeaBridge Investment Advisors
New Jersey
$692M +$101M +17% 31.6% 128% 203 14.78% 3.8
WAAG
3228
Wealth Alliance Advisory Group
Kansas
$691M +$59.8M +9% 13.3% 72.7% 216 14.81% 4.2
ICM
3229
Ionic Capital Management
New York
$690M -$678M -50% 36.7% 163% 192 52.6% 0.8
CT
3230
Chicago Trust
Illinois
$690M +$64.4M +10% 18.3% 85.9% 405 11.85% 4.3
HWM
3231
Heirloom Wealth Management
Colorado
$690M +$135M +24% 7.96% 81.8% 94 42.55% 2
TCMI
3232
Technology Crossover Management IX
California
$690M -$62.3M -8% 6.46% 13% 6 0% 6.7
MTC
3233
Matrix Trust Company
Colorado
$690M +$87.5M +15% 10.6% 51.4% 188 52.13% 2.4
BSWM
3234
Boston Standard Wealth Management
Massachusetts
$689M +$78.5M +13% 10.2% 47.1% 60 8.33% 5.2
GCIA
3235
Gabelli & Co Investment Advisers
New York
$688M +$13.5M +2% 13.8% 248% 380 38.68% 1.4
EMAM
3236
Encompass More Asset Management
California
$687M +$90.8M +15% 11.2% – 337 41.54% 0.9
PWW
3237
Pettyjohn Wood & White
Virginia
$687M +$59.4M +9% 11.4% 70.9% 228 8.77% 6.6
LOWM
3238
Laurel Oak Wealth Management
New Jersey
$687M +$91M +15% 16.3% – 398 13.32% 0.4
CFSG
3239
Community Financial Services Group
Vermont
$686M +$118M +21% 16.6% – 547 18.65% 1.1
MFGM
3240
Marshall Financial Group (Maryland)
Maryland
$686M +$61.2M +10% 12.8% 63.5% 343 23.91% 2.1
TC
3241
Toews Corporation
New Jersey
$686M +$426M +165% 6.96% 22% 151 96.03% 0.1
BCM
3242
Blume Capital Management
California
$684M +$95.6M +16% 20% 96.9% 368 10.33% 5.5
BWP
3243
Burling Wealth Partners
Illinois
$683M +$65.1M +11% 12.8% – 191 13.09% 1.2
AMG
3244
Asset Management Group
Connecticut
$683M +$64.7M +10% 13.9% 57% 140 3.57% 8.9
CA
3245
Calton & Associates
Florida
$683M -$13.1M -2% 17.6% 73.9% 503 29.62% 1.5
PSP
3246
Principal Street Partners
Tennessee
$683M +$69.9M +11% 16.3% 91% 284 15.49% 3
BCMLT
3247
Beacon Capital Management LLC (Tennessee)
Tennessee
$683M +$116M +20% 16.7% 72% 195 25.13% 2.6
WAM
3248
Wilsey Asset Management
California
$681M +$43.2M +7% 3.86% 55% 28 10.71% 3.6
BIA
3249
Bell Investment Advisors
California
$681M +$41.7M +7% 9.94% 41% 1,931 9.43% 3.6
OLA
3250
Oliver Luxxe Assets
New Jersey
$680M +$12.5M +2% 18.6% 137% 216 15.28% 3