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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
EPA
3701
Element Pointe Advisors
Florida
$296M -$34.6M -10% 0.93% 54.9% 127 22.05%
PCM
3702
Poehling Capital Management
Wisconsin
$296M -$17.8M -6% 2.54% 70.9% 155 17.42%
BA
3703
Bard Associates
Illinois
$296M -$9.46M -3% 3.55% 200% 184 9.78%
TGM
3704
Tenzing Global Management
California
$296M -$82.6M -22% 4.09% 218% 17 58.82%
FA
3705
Financial Advisors
Massachusetts
$296M +$10.5M +4% 1.01% 71.5% 89 3.37%
CFS
3706
CRA Financial Services
New Jersey
$296M +$7.95M +3% 0.49% 78.9% 207 9.66%
WA
3707
WealthTrust Axiom
Pennsylvania
$295M -$16.2M -5% 1.49% 101% 274 7.3%
MA
3708
MJP Associates
Connecticut
$295M -$3.45M -1% 0.33% 50.4% 151 14.57%
PBF
3709
Petix & Botte Financial
California
$295M +$152M +106% 0.3% 36.5% 117 37.61%
PFM
3710
Peak Financial Management
Massachusetts
$295M +$697K +0.2% 0.71% 51.8% 76 13.16%
PWM
3711
Praetorian Wealth Management
California
$295M -$4.32M -1% 0.88% 53.8% 64 4.69%
RWM
3712
Rezny Wealth Management
Florida
$295M +$8.56M +3% 0.04% 91.9% 21 19.05%
RP
3713
Rowlandmiller & Partners
Georgia
$295M -$112M -27% 1.22% 84% 192 27.08%
5NCM
3714
59 North Capital Management
Texas
$295M +$26.9M +10% 2.08% 101% 11 9.09%
FSA
3715
Financial Services Advisory
Maryland
$295M +$60.7M +26% 0.16% 61.8% 60 50%
WKWM
3716
Walter & Keenan Wealth Management
Indiana
$295M +$4.7M +2% 0.3% 79.9% 155 10.97%
TSWM
3717
Triangle Securities Wealth Management
North Carolina
$295M -$1.11M -0.4% 0.15% 80% 178 3.93%
CIC
3718
Canal Insurance Company
South Carolina
$294M +$10.3M +4% 2.36% 103% 83 15.66%
FFVM
3719
Founders Fund V Management
California
$294M +$1.2M +0.4% 32.3% 860% 5 20%
MCM
3720
Monument Capital Management
Virginia
$294M +$5.27M +2% 0% 160% 154 15.58%
DI
3721
Diligent Investors
California
$294M -$530K -0.2% 1.07% 71.9% 242 0.41%
BCM
3722
BHZ Capital Management
California
$294M +$25M +9% 3.42% 3.24% 145 19.31%
SPA
3723
Sentinel Pension Advisors
Massachusetts
$294M +$8.22M +3% 0.49% 46.5% 95 13.68%
MCA
3724
Mendon Capital Advisors
Florida
$293M +$16.4M +6% 7.45% 74 31.08%
BS
3725
Bessemer Securities
New York
$293M +$38.3M +15% 1.81% 45% 125 8%