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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
APWA
4651
Atlas Private Wealth Advisors
New Jersey
$120M +$7.44M +7% 5.68% 40.7% 755 11.79%
PSF
4652
Pacific Sun Financial
California
$120M +$8.93M +8% 7.37% 51.6% 149 6.71%
CFC
4653
Coyle Financial Counsel
Illinois
$120M +$11.3M +10% 10.1% 46.8% 53 16.98%
FL
4654
Fourthstone LLC
Missouri
$119M -$1K -0% 5.23% 60.1% 60 48.33%
TWM
4655
Triton Wealth Management
Arizona
$119M +$22.5M +23% 13.2% 89 16.85%
BAM
4656
Boyar Asset Management
New York
$119M +$11.1M +10% 8.05% 58.4% 71 8.45%
MWM
4657
MBE Wealth Management
Wisconsin
$119M +$107K +0.1% 7.14% 60.9% 47 0%
TC
4658
Trust Company
Kansas
$119M +$13.7M +13% 7.16% 36.5% 333 12.31%
CB
4659
CNB Bank
Pennsylvania
$119M +$5.18M +5% 7.84% 79.1% 440 14.77%
BFA
4660
Bluestem Financial Advisors
Illinois
$119M +$9.44M +9% 4.28% 39.5% 26 7.69%
BFM
4661
Broadview Financial Management
Wisconsin
$119M -$6.28M -5% 5.93% 41.8% 45 2.22%
V
4662
ValueWorks
New York
$119M +$2.11M +2% 0.54% 110% 33 18.18%
MFP
4663
Meridian Financial Partners
Virginia
$119M +$8.23M +7% 5.47% 73.1% 67 16.42%
HFS
4664
HBC Financial Services
Washington
$119M +$7.26M +7% 6.5% 12.6% 211 36.49%
LWM
4665
Loveless Wealth Management
Montana
$119M +$11.2M +10% 8.9% 118 8.47%
GWCM
4666
Godshalk Welsh Capital Management
Pennsylvania
$119M +$11.8M +11% 8.14% 54.7% 107 9.35%
PC
4667
Phoenician Capital
New York
$118M -$37.3M -24% 12.8% 41.1% 17 23.53%
MFS
4668
Monetta Financial Services
Illinois
$118M +$4.6M +4% 13.4% 197% 39 17.95%
SCM
4669
Sterneck Capital Management
Missouri
$118M +$12.2M +11% 10.5% 52.9% 80 15%
CI
4670
Cordant Inc
Oregon
$118M +$2.98M +3% 3.84% 47% 72 26.39%
BRC
4671
BHF RG Capital
Arizona
$118M +$13.3M +13% 6.15% 34 5.88%
LIM
4672
Loudon Investment Management
New Hampshire
$118M +$2.38M +2% 6.58% 50.1% 82 14.63%
SFG
4673
Sunburst Financial Group
Alabama
$118M +$7.78M +7% 7.01% 50.7% 59 10.17%
NFG
4674
Norris Financial Group
South Carolina
$118M +$12.4M +12% 10.9% 122% 89 50.56%
BCM
4675
Brooktree Capital Management
Michigan
$118M +$11.8M +11% 13.5% 57.3% 49 16.33%