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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
AMG
3301
Advisors Management Group
Wisconsin
$224M +$33.6M +18% 9.91% 125% 88 13.64%
PFP
3302
Patriot Financial Partners
Pennsylvania
$223M +$59.3M +36% 3.63% 16.6% 12 16.67%
BCM
3303
Birmingham Capital Management
Alabama
$223M +$18M +9% 10.2% 103% 99 9.09%
MWP
3304
Moller Wealth Partners
$223M +$69.9M +46% 10.3% 41.4% 67 29.85%
AOWM
3305
Alpha Omega Wealth Management
Virginia
$223M +$24.1M +12% 12.5% 60.7% 594 19.19%
HA
3306
Hamel Associates
New Jersey
$223M +$22.1M +11% 11.9% 50.6% 98 23.47%
BL
3307
BCWM LLC
Kansas
$223M +$12.5M +6% 9.54% 79 21.52%
SPIA
3308
Strategic Point Investment Advisors
Rhode Island
$223M +$11.5M +5% 13.4% 51.9% 17 0%
AG
3309
Ashmore Group
United Kingdom
$223M +$21.9M +11% 15.6% 103% 27 18.52%
HC
3310
Hamilton Capital
Ohio
$222M +$2.29M +1% 8.81% 43 34.88%
SIC
3311
SFE Investment Counsel
California
$222M +$26.5M +14% 13.6% 105% 129 17.83%
PM
3312
Precept Management
Texas
$222M -$34.4M -13% 27.3% 110% 63 58.73%
BWA
3313
Burt Wealth Advisors
Maryland
$222M +$10.2M +5% 8.84% 57.3% 391 13.81%
SCP
3314
Syntal Capital Partners
Texas
$222M +$59.3M +37% 11.8% 102% 128 34.38%
PWMAG
3315
Pinnacle Wealth Management Advisory Group
New Jersey
$222M +$37M +20% 11.2% 80.5% 186 14.52%
FCMI
3316
Foresite Capital Management II
California
$221M +$32.8M +17% 36.9% 66.2% 10 20%
UAM
3317
UAS Asset Management
New York
$221M +$74.2M +50% 11.3% 98% 29 37.93%
KIC
3318
Keating Investment Counselors
Florida
$221M +$23.6M +12% 11.3% 43.7% 66 4.55%
SFPM
3319
Sensible Financial Planning & Management
Massachusetts
$221M +$14.6M +7% 5.6% 24.5% 32 6.25%
FCA
3320
FLC Capital Advisors
California
$221M +$72.6M +49% 7.98% 59.3% 120 32.5%
GG
3321
GenWealth Group
New Jersey
$221M +$20M +10% 11.2% 67.8% 66 18.18%
HJIM
3322
Henry James International Management
New York
$220M +$66M +43% 14% 123% 146 6.16%
1WA
3323
180 Wealth Advisors
Washington
$220M +$6.19M +3% 13.2% 136% 289 26.64%
TCOO
3324
Trust Company of Oklahoma
Oklahoma
$220M +$31.7M +17% 15.4% 88.7% 129 6.98%
MWM
3325
Meridian Wealth Management
Kentucky
$220M +$50M +29% 15.7% 117% 217 38.71%