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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
AC
3801
Almitas Capital
California
$437M +$40.5M +10% 26% 85.9% 101 53.47%
HI
3802
Humankind Investments
New York
$437M +$26.5M +6% 8.52% 46.4% 157 8.92%
EFMC
3803
Empire Financial Management Company
New York
$437M +$90.1M +26% 8.24% 71.1% 213 11.27%
GWM
3804
Gitterman Wealth Management
New Jersey
$436M +$7.29M +2% 6.07% 33% 343 63.85%
HWM
3805
HFR Wealth Management
New York
$436M +$22.3M +5% 4.28% 48.5% 52 3.85%
OWIM
3806
Old West Investment Management
California
$436M +$133M +44% 19.3% 235% 89 33.71%
WFPG
3807
Waller Financial Planning Group
Ohio
$436M +$22.1M +5% 5.34% 40.9% 73 5.48%
TWP
3808
Tempus Wealth Planning
California
$436M +$34.5M +9% 8.58% 89.9% 290 15.52%
GIM
3809
Garden Investment Management
Connecticut
$436M -$36.3M -8% 7.69% 1 0%
MMG
3810
Monetary Management Group
Missouri
$436M +$29.2M +7% 10.4% 99.8% 337 6.53%
BOA
3811
Birnam Oak Advisors
New York
$435M +$96.9M +29% 20.5% 39 53.85%
PAM
3812
Paradigm Asset Management
New York
$435M +$30M +7% 5.96% 51.6% 522 11.11%
TLP
3813
Tri Locum Partners
New York
$435M +$106M +32% 35.4% 378% 29 58.62%
LHC
3814
Little House Capital
Massachusetts
$435M +$35.7M +9% 8.91% 85.8% 133 16.54%
SDAM
3815
Shulman DeMeo Asset Management
New York
$435M +$31.1M +8% 8.02% 70.1% 122 4.92%
BIA
3816
Barry Investment Advisors
Massachusetts
$435M +$33M +8% 9.2% 57.9% 115 16.52%
AFGAS
3817
Allegiance Financial Group Advisory Services
Virginia
$435M +$57.1M +15% 6.96% 62.6% 179 23.46%
TLP
3818
Trinity Legacy Partners
Texas
$434M +$22.9M +6% 5.48% 63.3% 99 5.05%
BONH
3819
Bank of New Hampshire
New Hampshire
$434M +$32.1M +8% 8.72% 86.4% 470 3.19%
CFC
3820
Coyle Financial Counsel
Illinois
$434M +$60.3M +16% 6.29% 46.8% 105 20.95%
BCM
3821
Beck Capital Management
Texas
$434M +$33.1M +8% 14% 205% 138 22.46%
MF
3822
Montis Financial
Massachusetts
$434M +$73.8M +21% 6.67% 44% 160 20.63%
SHWM
3823
Smith & Howard Wealth Management
Georgia
$434M +$38.8M +10% 5.19% 33.6% 98 27.55%
PBF
3824
Petix & Botte Financial
California
$433M +$25.8M +6% 5.58% 36.5% 137 5.84%
NTCM
3825
Nut Tree Capital Management
New York
$433M +$93.7M +28% 43.1% 81.7% 9 11.11%