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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
HCM
4026
HMS Capital Management
Tennessee
$236M +$16.2M +7% 3.83% 130% 171 36.26%
WCM
4027
Weik Capital Management
Pennsylvania
$236M +$12.8M +6% 6.35% 67.4% 115 6.96%
MWM
4028
MTC Wealth Management
Florida
$236M 4.26% 23% 14
TFA
4029
Tobias Financial Advisors
Florida
$236M +$17.1M +8% 3.54% 35.5% 71 9.86%
TWP
4030
Total Wealth Planning
Ohio
$236M +$19.5M +9% 4.52% 37.2% 42 4.76%
TWA
4031
TCI Wealth Advisors
Arizona
$236M +$12M +5% 8.32% 65% 2,294 32.39%
ACM
4032
Ativo Capital Management
Illinois
$236M +$3.44M +1% 4.8% 57.9% 135 14.07%
BDF
4033
Black Diamond Financial
Maryland
$236M +$17.8M +8% 5.39% 50.7% 86 10.47%
HWM
4034
Hemington Wealth Management
Virginia
$236M +$19.7M +9% 4.46% 76.1% 92 15.22%
HCM
4035
HGI Capital Management
New York
$235M +$21.7M +10% 7.88% 47% 75 44%
BPM
4036
Bronson Point Management
Connecticut
$235M -$17.4M -7% 6.65% 7.56% 65 58.46%
ROC
4037
Robertson Opportunity Capital
Texas
$235M -$12.8M -5% 15.9% 93.4% 30 6.67%
KFP
4038
KB Financial Partners
New Jersey
$235M 3.95% 622
BZWA
4039
Blue Zone Wealth Advisors
California
$235M +$27.9M +13% 4.15% 78.3% 88 21.59%
SFSIG
4040
San Francisco Sentry Investment Group
California
$235M +$22.1M +10% 6.37% 436% 743 7.67%
OWM
4041
OneAscent Wealth Management
Alabama
$235M +$13.8M +6% 3.46% 36.8% 239 21.76%
FA
4042
Forefront Analytics
Pennsylvania
$235M +$4.45M +2% 2.78% 33.5% 74 24.32%
MCC
4043
Malaga Cove Capital
California
$234M +$21.6M +10% 8.84% 88.1% 170 20%
FUBT
4044
First United Bank & Trust
Maryland
$234M +$27.1M +13% 7.14% 69.2% 158 11.39%
DI
4045
DFPG Investments
Utah
$234M +$16.6M +8% 5.72% 38.2% 181 22.65%
WOC
4046
West Oak Capital
California
$234M +$18.7M +9% 5.64% 110% 374 14.97%
OR
4047
Olympiad Research
Connecticut
$234M +$59.8M +34% 15% 189% 198 52.02%
RA
4048
Riversedge Advisors
Delaware
$234M +$18.1M +8% 3.99% 60.4% 50 10%
SAM
4049
Smithbridge Asset Management
Pennsylvania
$234M +$16.7M +8% 7.22% 91 8.79%
DMK
4050
David M. Knott
$234M +$12.8M +6% 17.2% 81% 149 39.6%