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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
HBWM
4201
Hollow Brook Wealth Management
New York
$344M +$3.29M +1% 8.81% 104% 94 14.89%
SWM
4202
Silverlake Wealth Management
Vermont
$344M +$79.4M +30% 7.75% 54.9% 326 22.09%
CFA
4203
CWS Financial Advisors
Michigan
$344M +$27M +9% 7.65% 47.7% 141 12.77%
NFG
4204
Northeast Financial Group
Pennsylvania
$343M +$57.6M +20% 5.97% 31.6% 104 23.08%
WCM
4205
Windsor Capital Management
Arizona
$343M +$17.2M +5% 6.51% 46.1% 122 4.92%
LL
4206
LPWM LLC
Minnesota
$343M +$32.4M +10% 8.22% 54.3% 87 8.05%
M1FG
4207
Mach-1 Financial Group
Arkansas
$342M +$8.94M +3% 11.2% 83.4% 317 56.78%
RGC
4208
Roberts, Glore & Co
Illinois
$342M +$14.4M +4% 6.25% 59.4% 213 8.92%
SCP
4209
Siena Capital Partners
Illinois
$342M +$5.39M +2% 2.64% 35.8% 100 5%
BA
4210
Birinyi Associates
Connecticut
$342M +$32.3M +10% 11.4% 102% 58 8.62%
HH
4211
HWG Holdings
Texas
$342M +$118M +52% 23.2% 146 73.29%
PWP
4212
Prasad Wealth Partners
Ohio
$342M +$35.3M +12% 9.78% 130 16.92%
MKC
4213
M. Kraus & Co
Vermont
$341M +$11.8M +4% 7.91% 51.8% 85 8.24%
IQI
4214
Integrated Quantitative Investments
Washington
$340M +$138M +68% 14.9% 456 59.65%
BCCM
4215
Bridge Creek Capital Management
Massachusetts
$340M +$23.3M +7% 7.19% 76.5% 112 7.14%
AI
4216
ArchPoint Investors
Florida
$340M +$36.2M +12% 11.8% 98.2% 74 13.51%
RAG
4217
RIA Advisory Group
Iowa
$340M +$32.8M +11% 10.7% 158 29.75%
WA
4218
WealthTrust Axiom
Pennsylvania
$340M +$11.7M +4% 9.55% 101% 268 7.09%
PCI
4219
Pacifica Capital Investments
Texas
$340M +$58.4M +21% 26.4% 83.4% 16 12.5%
FFS
4220
Fischer Financial Services
Pennsylvania
$340M +$29.6M +10% 11.1% 63 3.17%
PIC
4221
Portland Investment Counsel
Ontario, Canada
$340M +$10.8M +3% 28.6% 104% 51 9.8%
CWA
4222
CM Wealth Advisors
Ohio
$340M +$27.2M +9% 9.37% 55.8% 89 11.24%
MLFP
4223
MPS Loria Financial Planners
Illinois
$340M +$2.73M +0.8% 5.68% 66.9% 85 11.76%
NTCM
4224
Nut Tree Capital Management
New York
$340M +$32.8M +11% 6.83% 81.7% 12 16.67%
UC
4225
Unio Capital
New Jersey
$340M +$78.9M +30% 8.37% 85% 24 16.67%