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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
BA
4126
Ballast Advisors
Minnesota
$222M -$33.8M -13% 14.7% 66.7% 192 8.85%
MM
4127
MWG Management
British Virgin Islands
$222M -$14M -6% 3.95% 59.2% 2 0%
KFA
4128
Kelleher Financial Advisors
New York
$222M +$41.2M +23% 14.3% 72.4% 152 33.55%
1CP
4129
11 Capital Partners
Connecticut
$222M -$91.2M -29% 17.3% 101% 20 50%
SIM
4130
Seaview Investment Managers
Florida
$222M -$77.6M -26% 16.8% 148% 112 22.32%
BCM
4131
Beck Capital Management
Texas
$222M -$106M -32% 11.3% 291% 167 45.51%
TWA
4132
TPB Wealth Advisors
Texas
$222M -$45.2M -17% 13.3% 53 26.42%
RRA
4133
Round Rock Advisors
Connecticut
$222M -$24.6M -10% 14% 87.4% 157 19.75%
RC
4134
RV Capital
Switzerland
$222M -$101M -31% 24.7% 250% 6 0%
OM
4135
Opaleye Management
Massachusetts
$222M -$100M -31% 21.8% 748% 56 35.71%
WCM
4136
Whitener Capital Management
North Carolina
$222M -$44.4M -17% 14.5% 98.5% 149 12.08%
APW
4137
Aurora Private Wealth
New Jersey
$222M -$21M -9% 10.5% 204 17.16%
MLFP
4138
MPS Loria Financial Planners
Illinois
$222M -$16.5M -7% 15.5% 66.9% 85 16.47%
LF
4139
Lantz Financial
Illinois
$222M -$24.2M -10% 11% 67.1% 185 17.84%
CFG
4140
Compton Financial Group
Maryland
$222M -$20.7M -9% 9.8% 37.7% 35 8.57%
BHWM
4141
Bay Harbor Wealth Management
Maryland
$222M -$25.9M -10% 11.3% 47.9% 213 17.84%
SIM
4142
Sentry Investment Management
Wisconsin
$221M -$92.6M -29% 14.6% 103% 512 2.34%
DI
4143
Disciplined Investments
Oklahoma
$221M -$20.6M -9% 11.9% 51.4% 1,739 7.53%
GCCM
4144
Green Court Capital Management
Hong Kong
$221M +$43.8M +25% 6.65% 33.4% 2 0%
NPT
4145
Nixon Peabody Trust
Massachusetts
$221M -$69.3M -24% 15.6% 85.3% 82 17.07%
SHIM
4146
Stone House Investment Management
Pennsylvania
$221M -$72.4M -25% 10.8% 53.1% 52 34.62%
BA
4147
Birinyi Associates
Connecticut
$221M -$69.1M -24% 19.7% 113% 64 18.75%
ACM
4148
Anfield Capital Management
California
$221M -$52.5M -19% 10.4% 65.2% 108 26.85%
SEEDPG
4149
S.E.E.D. Planning Group
New York
$221M -$13.7M -6% 10.6% 45.1% 96 18.75%
EBT
4150
Enterprise Bank & Trust
Massachusetts
$221M -$33.8M -13% 13.4% 65.9% 98 16.33%