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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
BAM
4751
Boyar Asset Management
New York
$89.3M -$49.1M -35% 23.3% 75.5% 73 21.92%
KOMWMG
4752
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$89.3M -$29.1M -25% 20% 60.2% 112 22.32%
AWA
4753
Acorn Wealth Advisors
Michigan
$89.3M -$29.5M -25% 17.1% 53.6% 129 23.26%
AFM
4754
Andesa Financial Management
Pennsylvania
$89.3M -$25.4M -22% 17.2% 73.6% 113 38.05%
WAOTB
4755
Wealth Advisors of Tampa Bay
Florida
$89.2M -$19.3M -18% 20% 86.2% 70 21.43%
SA
4756
SpiderRock Advisors
Delaware
$89.2M +$82.5M +1,231% 155 0%
LAM
4757
L2 Asset Management
Massachusetts
$89.1M -$25M -22% 18.5% 128% 92 40.22%
SRA
4758
Summit Rock Advisors
New York
$89M -$32.6M -27% 23.2% 6 66.67%
TCM
4759
Tandem Capital Management
New Jersey
$88.8M -$27.7M -24% 21.7% 120% 78 14.1%
DLDF
4760
Dan L. Duncan Foundation
Texas
$88.7M -$3.93M -4% 9.21% 11.8% 4 0%
LECM
4761
Lead Edge Capital Management
New York
$88.6M -$60.1M -40% 14.9% 20.2% 6 50%
BA
4762
Ballew Advisors
Mississippi
$88.5M -$28.2M -24% 12.7% 62.3% 98 27.55%
VM
4763
VV Manager
Massachusetts
$88.5M -$37M -29% 16.4% 5 40%
AP
4764
AlpInvest Partners
Netherlands
$88.5M -$29.1M -25% 8.45% 138% 32 56.25%
LAIC
4765
Lederer & Associates Investment Counsel
California
$88.4M -$26.7M -23% 16.7% 75.5% 99 31.31%
KCM
4766
Kendall Capital Management
Maryland
$88.4M -$38.7M -30% 24.4% 120% 116 14.66%
HFS
4767
HBC Financial Services
Washington
$88.2M -$27.2M -24% 17.9% 12.6% 178 12.36%
SW
4768
StrongBox Wealth
Missouri
$88.2M 11.3% 57.8% 77
IWAG
4769
Integer Wealth Advisors Group
Georgia
$88M -$12.8M -13% 20.7% 69 15.94%
SL
4770
SOF Ltd
Cayman Islands
$87.9M -$54M -38% 38% 42.3% 1 0%
AWA
4771
ARQ Wealth Advisors
Arizona
$87.9M 18.3% 53.3% 39
TPW
4772
Tiller Private Wealth
Pennsylvania
$87.9M -$35.7M -29% 23.4% 53.5% 44 27.27%
SC
4773
Steph & Co
Wisconsin
$87.9M -$29.5M -25% 20.4% 56.8% 272 12.87%
HIH
4774
HRS Investment Holdings
New York
$87.9M -$43.2M -33% 20.1% 21.5% 1 0%
OIS
4775
Okabena Investment Services
Minnesota
$87.8M -$19.8M -18% 13.5% 72.4% 78 24.36%