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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
BFA
4776
Beacon Financial Advisory
Ohio
$186M +$11.4M +6% 6.28% 68.1% 236 11.44%
SWP
4777
ShoreHaven Wealth Partners
New Jersey
$186M +$1.5M +0.8% 4.53% 63.8% 286 82.17%
BCM
4778
Breiter Capital Management
Florida
$186M +$88.7M +91% 9.61% 109% 148 67.57%
IAMOG
4779
Investors Asset Management of Georgia
Georgia
$186M +$13.5M +8% 8.32% 113% 169 9.47%
LCWP
4780
Legacy Capital Wealth Partners
Arkansas
$186M -$56.3M -23% 4.23% 69.4% 91 82.42%
MA
4781
Menlo Advisors
California
$185M +$17.3M +10% 7.44% 81.9% 42 9.52%
CA
4782
Corriente Advisors
Texas
$185M -$86.2M -32% 2.55% 19 68.42%
SWM
4783
Strategic Wealth Management
Washington
$185M +$18.7M +11% 5.02% 52.8% 77 15.58%
BPM
4784
Bronson Point Management
Connecticut
$185M -$50M -21% 7.13% 7.56% 59 50.85%
RGC
4785
Redwood Grove Capital
California
$185M +$22.9M +14% 2.2% 79.8% 27 14.81%
JIC
4786
JRM Investment Counsel
Nebraska
$185M +$23.8M +15% 9.87% 65.5% 17 5.88%
MFGM
4787
Marshall Financial Group (Maryland)
Maryland
$185M +$17.8M +11% 6.97% 63.5% 171 22.22%
WFC
4788
Western Financial Corp
California
$185M +$21.3M +13% 12.3% 260% 102 26.47%
LHC
4789
Little House Capital
Massachusetts
$185M -$97.9M -35% 6.74% 108% 199 79.9%
VFIC
4790
Valley Forge Investment Consultants
Pennsylvania
$185M +$39M +27% 6.06% 61.9% 79 16.46%
BMCM
4791
Black Maple Capital Management
Wisconsin
$185M +$48.1M +35% 4.97% 35.7% 119 60.5%
APWA
4792
Atlas Private Wealth Advisors
New Jersey
$185M +$5.62M +3% 5.64% 51.6% 979 26.56%
BGDR
4793
BC Gestao de Recursos
Brazil
$185M +$10M +6% 9.23% 4 25%
TWM
4794
Titus Wealth Management
California
$184M +$13.2M +8% 6.35% 26.6% 158 15.82%
NEGWA
4795
New England Guild Wealth Advisors
Connecticut
$184M +$6.53M +4% 4.78% 6.04% 71 7.04%
AIM
4796
Alerce Investment Management
Illinois
$184M -$41.8M -18% 16.2% 25.1% 7 0%
BOCM
4797
Bontempo Ohly Capital Management
Maryland
$184M +$5.43M +3% 4.16% 49.6% 32 0%
SJIM
4798
St. Johns Investment Management
Florida
$184M +$10.4M +6% 6.85% 80.9% 213 21.13%
UWM
4799
USAdvisors Wealth Management
Minnesota
$184M -$22.7M -11% 4.62% 55% 113 18.58%
RCM
4800
Robinson Capital Management
Michigan
$184M -$2.81M -2% 3.99% 7.8% 191 52.36%