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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
BDA
4151
Borer Denton & Associates
Pennsylvania
$254M +$13.1M +5% 6.71% 44.2% 63 1.59%
CWM
4152
Chesapeake Wealth Management
Virginia
$254M +$13.9M +6% 6.24% 65.9% 161 8.07%
SF
4153
Susquehanna Foundation
Pennsylvania
$254M +$33.3M +15% 15.1% 36.7% 4 0%
BCM
4154
Beck Capital Management
Texas
$254M +$18.6M +8% 12.3% 291% 132 39.39%
HWM
4155
Horizon Wealth Management
Illinois
$254M +$120M +90% 11.1% 97.2% 86 13.95%
OH
4156
Oikos Holdings
New York
$253M +$13.2M +6% 5.61% 5.54% 10 10%
CPG
4157
Cornerstone Planning Group
New Jersey
$253M 4.34% 55.1% 1,569
MAG
4158
Mokosak Advisory Group
Iowa
$253M +$18.2M +8% 5.26% 57.1% 25 8%
VSCP
4159
Vesey Street Capital Partners
New York
$253M +$105M +71% 71% 47.8% 1 0%
RAM
4160
Roanoke Asset Management
New Jersey
$253M +$18.3M +8% 8.91% 50.3% 107 1.87%
WFA
4161
Wade Financial Advisory
California
$252M +$14.3M +6% 5.09% 15.9% 78 8.97%
SC
4162
Stephens Consulting
Michigan
$252M +$86.4M +52% 4.73% 50.1% 537 9.68%
DA
4163
Dash Acquisitions
California
$252M +$36.4M +17% 10.8% 52% 51 29.41%
LJHT
4164
Laurie J. Hall Trustee
$252M +$17.5M +7% 7.76% 96% 275 5.82%
QFA
4165
Quattro Financial Advisors
Texas
$252M +$7.95M +3% 4.43% 61.8% 102 36.27%
CM
4166
Columbus Macro
Pennsylvania
$252M -$17.4M -6% 1.72% 46.8% 186 27.42%
AAMC
4167
Asset Allocation & Management Company
Illinois
$252M +$2.11M +0.8% 3.8% 53.8% 100 41%
BWAM
4168
Boyd Watterson Asset Management
Ohio
$251M +$5.51M +2% 7.4% 101% 428 3.04%
DMKJ
4169
David M. Knott Jr
$251M -$3.22M -1% 6.86% 169% 155 8.39%
WAM
4170
Wakefield Asset Management
Colorado
$251M +$10.4M +4% 5.87% 139% 194 43.3%
EFMC
4171
Empire Financial Management Company
New York
$251M +$5.79M +2% 5.54% 78.3% 201 10.95%
TJHA
4172
Thomas J. Herzfeld Advisors
Florida
$251M +$3.89M +2% 4.75% 17.7% 357 17.09%
BWP
4173
Bernardo Wealth Planning
Pennsylvania
$251M +$18M +8% 6.09% 50.7% 97 10.31%
THL
4174
Tillman Hartley LLC
Colorado
$251M +$15.4M +7% 3.1% 46.6% 76 2.63%
CWM
4175
Centric Wealth Management
Illinois
$251M +$20.3M +9% 5.52% 44.4% 125 23.2%