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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
4201
Ballast Advisors
Minnesota
$160M +$19.9M +14% 8.28% 66.7% 176 13.07%
HBWM
4202
Hollow Brook Wealth Management
New York
$160M +$29.8M +23% 7.21% 92.8% 47 14.89%
DM
4203
Diker Management
New York
$160M +$22.6M +16% 12.8% 210% 42 26.19%
BWI
4204
Beacon Wealthcare Inc
North Carolina
$160M +$1.5M +0.9% 4.94% 31.6% 10 0%
LP
4205
Lexington Partners
New York
$160M +$31.8M +25% 20% 1.27% 4 50%
GCA
4206
Gradient Capital Advisors
California
$160M +$12.3M +8% 8.7% 71% 99 3.03%
MMEA
4207
MEAG MUNICH ERGO AssetManagement
Germany
$160M -$11.1M -7% 5.77% 18.2% 13 0%
CP
4208
Camelot Portfolios
Ohio
$160M +$4.43M +3% 5.07% 41.3% 212 17.45%
LRIA
4209
Leonard Rickey Investment Advisors
Washington
$160M +$6.18M +4% 4.99% 55.9% 75 29.33%
GAM
4210
GVO Asset Management
Switzerland
$160M -$83.1M -34% 20.3% 71.2% 35 65.71%
TSA
4211
Tri-Star Advisors
Texas
$160M +$7.43M +5% 4.19% 3.07% 58 22.41%
KLCM
4212
KG&L Capital Management
Louisiana
$160M +$29.6M +23% 8.72% 84.2% 138 32.61%
BAMG
4213
Brand Asset Management Group
Missouri
$160M +$2.94M +2% 8.14% 70.2% 263 9.89%
DL
4214
DOHJ LLC
Washington
$160M +$13.7M +9% 7.31% 51.5% 81 12.35%
VVA
4215
Vida Ventures Advisors
Massachusetts
$160M 16.5% 154% 5
PAM
4216
Pegasus Asset Management
New York
$160M +$13.3M +9% 8.96% 89% 74 9.46%
MFC
4217
Miramar Fiduciary Corp
Nevada
$160M +$1.03M +0.6% 3.8% 4 0%
KSCM
4218
Kamunting Street Capital Management
Florida
$160M +$72.1M +82% 1.43% 7.47% 69 71.01%
MFS
4219
Madrona Financial Services
Washington
$159M +$14.6M +10% 7.77% 75.4% 55 21.82%
SSWG
4220
Seven Springs Wealth Group
Tennessee
$159M +$2.17M +1% 2.72% 59.2% 140 4.29%
VBFG
4221
Vishria Bird Financial Group
Tennessee
$159M +$31.1M +24% 15% 74.3% 46 13.04%
BRA
4222
Biechele Royce Advisors
Indiana
$159M +$439K +0.3% 7.39% 39.2% 44 4.55%
DFAM
4223
Deep Field Asset Management
California
$159M -$22.4M -12% 11.5% 20.1% 26 30.77%
KTM
4224
Keeler Thomas Management
Utah
$159M +$20.3M +15% 10.6% 46.1% 65 9.23%
CRCM
4225
Crystal Rock Capital Management
Illinois
$158M +$13.7M +9% 14.1% 172% 36 22.22%