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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
PWMG
4351
Private Wealth Management Group
New Jersey
$374M +$11.1M +3% 1.98% 1,561 11.27%
BAM
4352
BOCHK Asset Management
Hong Kong
$374M -$4.92M -1% 3.17% 118 58.47%
BP
4353
BWM Planning
Texas
$374M +$38.2M +11% 3.16% 100 16%
TM
4354
Tikvah Management
North Carolina
$374M +$35.5M +10% 26.7% 169% 24 8.33%
BAM
4355
Bell Asset Management
Australia
$374M +$8.25M +2% 0.67% 32.7% 69 23.19%
FFG
4356
Fortem Financial Group
California
$374M +$25.9M +7% 3.37% 179% 190 21.05%
TPC
4357
Tiger Pacific Capital
New York
$374M -$21.5M -5% 10.7% 84.5% 17 58.82%
CFS
4358
CGC Financial Services
Oregon
$374M +$11.1M +3% 1.76% 41.1% 354 7.06%
BAM
4359
BOS Asset Management
Illinois
$374M +$18.7M +5% 3.61% 67.8% 200 8%
RWM
4360
Revisor Wealth Management
Ohio
$374M +$83.8M +29% 2.36% 62.8% 342 25.73%
FAFC
4361
First American Financial Corporation
California
$373M +$68.3M +22% 1.31% 3 0%
REST
4362
Retail Employees Superannuation Trust
$373M 3.55% 29
WKWM
4363
Walter & Keenan Wealth Management
Indiana
$373M +$12.6M +3% 6.54% 92% 158 5.06%
DC
4364
Diametric Capital
Massachusetts
$373M +$103M +38% 1.14% 175% 547 64.72%
VR
4365
Vision Retirement
New Jersey
$373M 2.77% 598
DA
4366
DCF Advisers
Connecticut
$373M +$61.6M +20% 23.7% 372% 126 50%
PFS
4367
Physicians Financial Services
North Carolina
$373M +$6.41M +2% 5.1% 100% 109 2.75%
T
4368
TrueFG
Texas
$373M +$10.7M +3% 1.47% 51.4% 70 11.43%
SCP
4369
Siena Capital Partners
Illinois
$372M +$23.1M +7% 3.64% 44.2% 103 9.71%
AWA
4370
Argos Wealth Advisors
California
$372M 6.97% 212
BFS
4371
BridgePort Financial Solutions
Iowa
$372M +$126K +0% 2.99% 256 14.06%
PWC
4372
PYA Waltman Capital
Tennessee
$372M -$983K -0.3% 3.95% 62.4% 83 13.25%
AIM
4373
Access Investment Management
Georgia
$372M $0 0% 0.31% 167 0%
HVCM
4374
Hel Ved Capital Management
Hong Kong
$372M -$103M -22% 28.5% 1,351% 101 73.27%
EFH
4375
Eaton Financial Holdings
Florida
$372M +$17.2M +5% 3.23% 137 13.87%