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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
TWM
4201
TMD Wealth Management
Arizona
$239M +$9.65M +4% 1.09% 2.41% 43 9.3%
ONPI
4202
Owls Nest Partners IA
Pennsylvania
$239M +$21.7M +10% 0.25% 105% 15 13.33%
CCFM
4203
Cohen & Co Financial Management
New York
$238M +$81.3M +52% 0.69% 188 84.57%
SCM
4204
Stevens Capital Management
Pennsylvania
$238M -$103M -30% 2.44% 108% 277 72.56%
LRIA
4205
Leonard Rickey Investment Advisors
Washington
$238M +$6.92M +3% 1.56% 55.9% 74 8.11%
SM
4206
Soapstone Management
Maryland
$238M -$11.2M -4% 3.3% 30.3% 21 23.81%
CA
4207
Claro Advisors
Massachusetts
$238M +$15.6M +7% 0.41% 85.5% 267 14.61%
FA
4208
Friess Associates
Delaware
$238M -$27.3M -10% 1.8% 256% 115 50.43%
MFGP
4209
Marshall Financial Group (Pennsylvania)
Pennsylvania
$238M +$2.59M +1% 0.99% 65.5% 60 3.33%
NIM
4210
Nicollet Investment Management
Minnesota
$238M -$8.06M -3% 0.16% 83.3% 68 8.82%
BI
4211
Ballast Inc
Kentucky
$237M +$74K +0% 0.89% 66% 96 4.17%
RFWA
4212
RPg Family Wealth Advisory
Massachusetts
$237M -$9.62M -4% 0.1% 117% 289 7.27%
OIA
4213
Optimum Investment Advisors
Illinois
$237M -$83.3M -26% 0.2% 125% 950 14.84%
PWP
4214
Personal Wealth Partners
Minnesota
$237M -$10.6M -4% 0.99% 37.2% 438 82.88%
BHWM
4215
Bay Harbor Wealth Management
Maryland
$237M +$2.33M +1% 0.89% 47.9% 220 10.45%
FRA
4216
Front Row Advisors
California
$237M -$6.79M -3% 0.43% 142% 976 2.46%
PFSC
4217
Peoples Financial Services Corp
Pennsylvania
$237M -$1.81M -0.8% 0.56% 93% 294 2.72%
MUAMU
4218
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$237M +$5.3M +2% 1.45% 138% 92 14.13%
DSN
4219
D. Scott Neal
Kentucky
$237M +$16.1M +7% 0.53% 105% 54 14.81%
AWM
4220
Aries Wealth Management
Maine
$236M +$2.61M +1% 0.33% 75% 185 4.32%
NL
4221
Navalign LLC
California
$236M +$30K +0% 0.44% 50.7% 126 7.94%
WH
4222
Whitcomb & Hess
Ohio
$236M +$4.07M +2% 1.61% 49% 30 10%
RM
4223
Rudius Management
New York
$236M +$17.5M +8% 5.77% 8.92% 5 0%
CA
4224
Continental Advisors
Utah
$236M +$18.7M +9% 1.24% 69% 67 19.4%
BWM
4225
BCS Wealth Management
Tennessee
$236M +$47.5M +25% 0.79% 46.7% 181 19.89%