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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
BDF
4026
Black Diamond Financial
Maryland
$297M +$88.7M +43% 7.2% 61% 96 19.79%
GDWAM
4027
Gold Dragon Worldwide Asset Management
Hong Kong
$297M +$79.8M +37% 0.9% 7 57.14%
LPIC
4028
LeJeune Puetz Investment Counsel
Michigan
$297M +$21.9M +8% 8.26% 64.1% 200 4.5%
OBWG
4029
Onyx Bridge Wealth Group
New York
$297M +$30.4M +11% 5.92% 67.4% 180 16.11%
BCCM
4030
Bridge Creek Capital Management
Massachusetts
$297M +$22.7M +8% 9.85% 76.5% 104 3.85%
NWM
4031
Northcape Wealth Management
New York
$297M 6.8% 66% 132
HNW
4032
High Note Wealth
Minnesota
$296M +$19M +7% 6.09% 73% 89 13.48%
GAG
4033
Goodman Advisory Group
Massachusetts
$296M 6.11% 88.8% 61
REMPR
4034
Roof Eidam Maycock Peralta (REMP)
California
$296M +$24.3M +9% 7.52% 55.5% 110 7.27%
TCOO
4035
Trust Company of Oklahoma
Oklahoma
$296M +$16.3M +6% 11.4% 88.7% 133 9.02%
SDWIA
4036
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$295M +$21.9M +8% 9.85% 74% 141 12.77%
AAMC
4037
Asset Allocation & Management Company
Illinois
$295M +$111M +60% 6.16% 53.8% 116 68.1%
AFA
4038
Arlington Financial Advisors
California
$295M +$39.9M +16% 6.66% 60.7% 85 34.12%
LWAM
4039
Legacy Wealth Asset Management
Minnesota
$295M +$76.7M +35% 3.2% 102% 331 15.41%
OPA
4040
Old Port Advisors
Maine
$295M +$19.3M +7% 8.84% 106% 232 9.48%
ESB
4041
Essex Savings Bank
Connecticut
$295M +$20.1M +7% 11.4% 84.5% 227 10.57%
ACP
4042
Arcus Capital Partners
Georgia
$295M +$28.3M +11% 8.01% 69.2% 119 24.37%
TLP
4043
Trinity Legacy Partners
Texas
$295M +$16.4M +6% 9% 63.3% 122 25.41%
MC
4044
Miramar Capital
Illinois
$295M +$44.1M +18% 10.7% 47.3% 60 15%
MVPGP
4045
Magma Venture Partners General Partner
Israel
$295M 33.2% 4.7% 3
RWMH
4046
Riverpoint Wealth Management Holdings
Illinois
$295M +$9.75M +3% 8.26% 53.6% 61 26.23%
DMKJ
4047
David M. Knott Jr
$295M 14% 169% 133
AIC
4048
Archer Investment Corporation
Indiana
$295M +$27.2M +10% 8.98% 68.2% 833 17.89%
OCM
4049
Ovata Capital Management
Hong Kong
$294M +$34M +13% 7.41% 69.1% 86 75.58%
BCM
4050
BHZ Capital Management
California
$294M +$215K +0.1% 5.33% 3.24% 153 23.53%