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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
BAM
4101
Baldrige Asset Management
Pennsylvania
$240M +$9.24M +4% 0.11% 43.5% 365 4.38%
KCMH
4102
Keywise Capital Management (HK)
Hong Kong
$239M -$169M -41% 30.2% 619% 25 60%
DA
4103
Denali Advisors
California
$239M -$21.9M -8% 2.21% 85.8% 331 30.21%
FLA
4104
Financial Life Advisors
Texas
$239M +$6.85M +3% 0.94% 42.7% 56 3.57%
AIM
4105
AMI Investment Management
Indiana
$239M -$13.7M -5% 0.49% 47.9% 77 9.09%
TWM
4106
TMD Wealth Management
Arizona
$239M +$9.65M +4% 1.09% 2.41% 43 9.3%
ONPI
4107
Owls Nest Partners IA
Pennsylvania
$239M +$21.7M +10% 0.25% 94.2% 15 13.33%
CCFM
4108
Cohen & Co Financial Management
New York
$238M +$81.3M +52% 0.69% 188 85.11%
SCM
4109
Stevens Capital Management
Pennsylvania
$238M -$103M -30% 2.44% 49.8% 277 72.56%
LRIA
4110
Leonard Rickey Investment Advisors
Washington
$238M +$6.92M +3% 1.56% 55.9% 74 8.11%
SM
4111
Soapstone Management
Maryland
$238M -$11.2M -4% 3.3% 51.5% 21 23.81%
CA
4112
Claro Advisors
Massachusetts
$238M +$15.6M +7% 0.41% 72% 267 14.61%
FA
4113
Friess Associates
Delaware
$238M -$27.3M -10% 1.8% 256% 115 50.43%
MFGP
4114
Marshall Financial Group (Pennsylvania)
Pennsylvania
$238M +$2.59M +1% 0.99% 65.5% 60 3.33%
NIM
4115
Nicollet Investment Management
Minnesota
$238M -$8.06M -3% 0.16% 82% 68 8.82%
BI
4116
Ballast Inc
Kentucky
$237M +$74K +0% 0.89% 66% 96 4.17%
RFWA
4117
RPg Family Wealth Advisory
Massachusetts
$237M -$9.62M -4% 0.1% 90.4% 289 7.27%
OIA
4118
Optimum Investment Advisors
Illinois
$237M -$83.3M -26% 0.2% 125% 950 14.84%
PWP
4119
Personal Wealth Partners
Minnesota
$237M -$10.6M -4% 0.99% 37.2% 438 82.88%
BHWM
4120
Bay Harbor Wealth Management
Maryland
$237M +$2.33M +1% 0.89% 47.9% 220 10.45%
FRA
4121
Front Row Advisors
California
$237M -$6.79M -3% 0.43% 122% 976 2.46%
PFSC
4122
Peoples Financial Services Corp
Pennsylvania
$237M -$1.81M -0.8% 0.56% 93% 294 2.72%
MUAMU
4123
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$237M +$5.3M +2% 1.45% 138% 92 14.13%
DSN
4124
D. Scott Neal
Kentucky
$237M +$16.1M +7% 0.53% 105% 54 14.81%
AWM
4125
Aries Wealth Management
Maine
$236M +$2.61M +1% 0.33% 75% 185 4.32%