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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
BWAM
3976
Boyd Watterson Asset Management
Ohio
$147M -$11.8M -7% 2.98% 82.4% 123 8.94%
TA
3977
TFG Advisers
Michigan
$147M +$7.88M +6% 3.7% 61.8% 158 3.8%
MSFP
3978
Mark Sheptoff Financial Planning
Connecticut
$146M +$7.7M +6% 4.86% 85.8% 375 7.73%
EA
3979
Elm Advisors
California
$146M +$3.9M +3% 2.85% 50.5% 87 2.3%
TA
3980
TMD & Associates
Arizona
$146M +$8.85M +6% 2.32% 20.5% 48 16.67%
PC
3981
Pecaut & Co
Iowa
$146M +$1.6M +1% 3.94% 65.2% 74 12.16%
OWM
3982
Opes Wealth Management
California
$146M +$9.48M +7% 2.5% 54.1% 48 27.08%
WAM
3983
Westport Asset Management
Connecticut
$146M +$3.23M +2% 2.94% 61.4% 63 1.59%
LCM
3984
LDR Capital Management
New York
$146M +$22.8M +18% 1.75% 37.1% 36 36.11%
HFS
3985
Howard Financial Services
Texas
$146M +$5.27M +4% 1.7% 50.2% 120 12.5%
GEA
3986
Glen Eagle Advisors
New Jersey
$146M +$8.67M +6% 3.58% 63% 817 12.61%
FA
3987
Financial Advantage
Maryland
$146M +$5.82M +4% 4.43% 24.3% 111 6.31%
OFS
3988
OneAscent Financial Services
Alabama
$146M 3.02% 47.1% 224
MFS
3989
Monetta Financial Services
Illinois
$146M +$7.19M +5% 6.19% 197% 47 38.3%
MMPW
3990
Mitchell McLeod Pugh & Williams
Alabama
$146M +$2.41M +2% 4.26% 76.5% 175 5.14%
GWM
3991
Graybill Wealth Management
Illinois
$146M +$2.62M +2% 6.53% 53 13.21%
CA
3992
Continuum Advisory
Idaho
$146M +$11.9M +9% 2.98% 59.2% 143 16.08%
SCC
3993
Second Curve Capital
Pennsylvania
$146M +$14.4M +11% 12.2% 160% 24 33.33%
CCM
3994
Cloverdale Capital Management
Texas
$146M -$36.4M -20% 2.4% 20.8% 22 68.18%
TLP
3995
Trinity Legacy Partners
Texas
$146M -$6.64M -4% 4.94% 63.3% 77 41.56%
RHI
3996
Richmond Hill Investments
New York
$145M +$23.8M +20% 14.9% 55.2% 8 25%
SCM
3997
Stonepine Capital Management
Oregon
$145M -$28.6M -16% 13.9% 199% 32 28.13%
AAM
3998
Augustine Asset Management
Florida
$145M -$5.43M -4% 5.05% 344% 82 31.71%
MWVC
3999
Morgens Waterfall Vintiadis & Co
New York
$145M +$5.46M +4% 10.1% 484% 68 36.76%
MA
4000
Menlo Advisors
California
$145M +$4.68M +3% 3.18% 81.9% 40 5%