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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
HBCM
4851
Heron Bay Capital Management
Michigan
$162M +$14.8M +10% 5.99% 50.9% 73 24.66%
WAOTB
4852
Wealth Advisors of Tampa Bay
Florida
$161M +$15.6M +11% 9.63% 73.5% 78 7.69%
HCM
4853
Hutner Capital Management
Vermont
$161M +$18.4M +13% 12.4% 53.7% 44 0%
SWA
4854
ShankerValleau Wealth Advisors
Illinois
$161M +$13.6M +9% 11.4% 56.3% 21 28.57%
PPWM
4855
PFG Private Wealth Management
Florida
$161M +$8.87M +6% 7.38% 48.3% 437 31.58%
SI
4856
Shaker Investments
Ohio
$161M +$12M +8% 9.49% 205% 86 17.44%
SAM
4857
Stone Asset Management
Texas
$161M +$7.73M +5% 7.39% 44 9.09%
CL
4858
COWA LLC
Oklahoma
$161M +$9.2M +6% 12.5% 57.8% 354 67.51%
GWM
4859
Grand Wealth Management
Michigan
$161M -$29.5M -16% 9.17% 44.3% 65 20%
DGM
4860
Darwin Global Management
Jersey
$161M +$94.2M +142% 25.9% 2,873% 6 100%
GAM
4861
Grandview Asset Management
Pennsylvania
$161M +$3.46M +2% 7.57% 172% 121 3.31%
LAM
4862
L2 Asset Management
Massachusetts
$161M +$15.3M +10% 13.3% 110% 138 18.84%
HWM
4863
Heirloom Wealth Management
Colorado
$161M 9.74% 68.2% 49
PCMK
4864
Paragon Capital Management (Kansas)
Kansas
$160M +$5.61M +4% 8.31% 75.8% 58 17.24%
SWM
4865
Silverlake Wealth Management
Vermont
$160M +$12.7M +9% 10.4% 54.9% 226 14.6%
VW
4866
Vance Wealth
California
$160M +$30.2M +23% 8.75% 55.3% 81 28.4%
BFS
4867
Bickling Financial Services
Massachusetts
$160M +$11.8M +8% 8.02% 124 10.48%
OCP
4868
OCO Capital Partners
New York
$160M +$18.1M +13% 20% 679% 4 0%
CB
4869
CNB Bank
Pennsylvania
$160M +$12.2M +8% 9.41% 79.1% 491 11.2%
IPW
4870
Intergy Private Wealth
Colorado
$160M +$19M +13% 6.9% 67.6% 71 22.54%
OWIM
4871
Old West Investment Management
California
$160M +$18.7M +13% 8.68% 235% 43 6.98%
DR
4872
Davis Rea
Ontario, Canada
$160M +$4.13M +3% 3.02% 50% 45 20%
FC
4873
Financial Council
Maryland
$160M +$73.1M +84% 6.66% 63.8% 73 24.66%
MS
4874
Marshall & Sullivan
Washington
$159M +$14.8M +10% 9.42% 82% 96 61.46%
MMHP
4875
Murphy Middleton Hinkle & Parker
Georgia
$159M +$15.5M +11% 11.5% 61.7% 135 7.41%