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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
DA
4401
Dash Acquisitions
California
$216M +$25.8M +14% 13.8% 52% 46 19.57%
TBWA
4402
Three Bridge Wealth Advisors
California
$216M +$29.2M +16% 12.3% 169% 94 14.89%
PH
4403
Pinnacle Holdings
Oklahoma
$216M -$7.86M -4% 1.63% 79.6% 281 29.54%
SFA
4404
Spectrum Financial Alliance
Kentucky
$216M +$18M +9% 4.28% 185% 14 28.57%
SRSA
4405
S.R. Schill & Associates
Washington
$216M +$14.8M +7% 7.82% 36.7% 85 14.12%
CSWG
4406
Cardinal Strategic Wealth Guidance
Kentucky
$216M +$7.57M +4% 6.76% 67.3% 95 16.84%
CA
4407
Calton & Associates
Florida
$216M -$42.8M -17% 4.04% 73.9% 305 30.82%
BCM
4408
BHZ Capital Management
California
$215M -$12M -5% 18.9% 3.24% 131 26.72%
SC
4409
Schulhoff & Co
Ohio
$215M -$2.18M -1% 0.22% 51.8% 122 3.28%
JAM
4410
JCIC Asset Management
Ontario, Canada
$215M +$13.7M +7% 9.92% 119 15.13%
DA
4411
DCM Advisors
New York
$215M +$8.64M +4% 7.67% 99.3% 73 5.48%
AJ
4412
Ashburton (Jersey)
Jersey
$215M +$36.4M +20% 7.37% 53 16.98%
SFM
4413
Spartan Fund Management
Canada
$215M -$62.2M -22% 2.34% 25% 496 47.38%
V
4414
VeraBank
Texas
$215M +$14.4M +7% 4.37% 60.6% 140 10.71%
TA
4415
TRB Advisors
New York
$214M +$113M +111% 15.7% 64% 10 70%
AIM
4416
AMI Investment Management
Indiana
$214M +$15.9M +8% 7.22% 47.9% 63 11.11%
QWM
4417
Quaker Wealth Management
New Jersey
$214M +$17.1M +9% 3.91% 52 26.92%
KAM
4418
Kirkoswald Asset Management
New York
$214M 9.81% 8
PFSC
4419
Peoples Financial Services Corp
Pennsylvania
$214M +$431K +0.2% 2.56% 93% 274 2.19%
GCM
4420
Gibraltar Capital Management
Oklahoma
$214M +$2.73M +1% 5.09% 56.6% 82 35.37%
BS
4421
Bessemer Securities
New York
$214M -$9.19M -4% 9.12% 45% 139 12.95%
OC
4422
Oarsman Capital
Wisconsin
$214M +$18M +9% 7.11% 70.6% 186 19.35%
AC
4423
Alfreton Capital
United Kingdom
$214M +$23.7M +12% 17.5% 22.2% 4 0%
BCM
4424
Boone Capital Management
Georgia
$214M +$18.7M +10% 9.04% 278% 20 55%
RCM
4425
Robinson Capital Management
Michigan
$213M +$17.3M +9% 1.21% 7.8% 392 35.2%