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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
BWM
4901
BCGM Wealth Management
Indiana
$141M 10.6% 47.4% 95
ADBIC
4902
A.D. Beadell Investment Counsel
Wisconsin
$141M +$16.1M +13% 12% 74.9% 84 9.52%
LGA
4903
Lebenthal Global Advisors
New York
$141M 15.7% 33.1% 584
BHBT
4904
Burke & Herbert Bank & Trust
Virginia
$141M +$14M +11% 13.4% 52.7% 141 8.51%
WW
4905
Waterfront Wealth
Kansas
$141M 22.6% 53.5% 141
LWMG
4906
Levy Wealth Management Group
Pennsylvania
$141M 11.9% 21.1% 62
SIM
4907
Sterling Investment Management
Arizona
$141M +$7.1M +5% 9.5% 44.1% 64 12.5%
BIP
4908
Bouvel Investment Partners
Pennsylvania
$141M 31.3% 187% 77
FFC
4909
Fure Financial Corporation
Minnesota
$141M +$5.43M +4% 13.7% 59.5% 89 17.98%
GPFA
4910
Game Plan Financial Advisors
Ohio
$141M +$40.9M +41% 19.6% 93 52.69%
CC
4911
Constitution Capital
Connecticut
$141M 10.6% 70.2% 57
RPG
4912
Resource Planning Group
Georgia
$141M +$8.84M +7% 8.65% 1.9% 62 3.23%
SM
4913
Salzhauer Michael
$140M +$51M +57% 40.6% 107% 107 14.02%
APWM
4914
Atlas Private Wealth Management
New York
$140M +$12.7M +10% 11.1% 19.8% 424 16.98%
BA
4915
Baugh & Associates
Georgia
$140M +$12.8M +10% 12.8% 83.8% 41 4.88%
SG
4916
Sourcerock Group
Colorado
$140M 55.6% 93.4% 16
ACM
4917
AUA Capital Management
Pennsylvania
$140M +$20.1M +17% 10.2% 53.5% 378 6.35%
TL
4918
TowerView LLC
New York
$140M +$9.71M +7% 16.9% 23.3% 22 27.27%
MAM
4919
Must Asset Management
South Korea
$140M 44.6% 65.2% 31
CIA
4920
Citadel Investment Advisory
Ohio
$140M 12.9% 67.4% 72
UBG
4921
United Bank (Georgia)
Georgia
$140M +$20M +17% 12.6% 64.5% 81 4.94%
TLCM
4922
Twin Lakes Capital Management
California
$140M 23% 83.8% 76
MI
4923
Moneywise Inc
Virginia
$140M +$13.9M +11% 16.2% 58% 48 14.58%
BAM
4924
Banta Asset Management
California
$140M 105% 12
IIA
4925
ICW Investment Advisors
Arizona
$140M +$6.24M +5% 8.21% 45.3% 128 3.91%