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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
HBWM
4926
Hollow Brook Wealth Management
New York
$152M -$15.6M -9% 1.38% 104% 56 19.64%
DA
4927
Dash Acquisitions
California
$152M +$9.11M +6% 2.26% 61.3% 39 15.38%
LWMG
4928
Levy Wealth Management Group
Pennsylvania
$152M +$11.1M +8% 3.39% 21.1% 68 10.29%
ACM
4929
AUA Capital Management
Pennsylvania
$152M +$12M +9% 4.38% 53.5% 379 7.65%
CCM
4930
Cribstone Capital Management
Maine
$152M +$6.07M +4% 3.64% 22.4% 369 14.09%
OCA
4931
Otter Creek Advisors
Florida
$152M +$26.4M +21% 12.3% 173% 60 53.33%
PBC
4932
Pavion Blue Capital
California
$152M +$5.77M +4% 8.26% 67.6% 92 6.52%
SP
4933
Successful Portfolios
Florida
$152M +$12.3M +9% 5.13% 101% 199 10.05%
KFI
4934
Key Financial Inc
Pennsylvania
$152M +$17.4M +13% 6.04% 55.5% 823 10.81%
HFP
4935
Holistic Financial Partners
Indiana
$152M +$6.64M +5% 5.14% 95.7% 136 34.56%
CWA
4936
Centennial Wealth Advisory
Michigan
$151M +$10.3M +7% 2.13% 57.6% 84 26.19%
LWM
4937
Loveless Wealth Management
Montana
$151M +$15.9M +12% 9.85% 119 2.52%
BA
4938
Baugh & Associates
Georgia
$151M +$11.2M +8% 8.58% 83.8% 43 11.63%
RCA
4939
Ranch Capital Advisors
Florida
$151M +$12.4M +9% 6.03% 82% 963 12.15%
CTFG
4940
Capstone Triton Financial Group
Oklahoma
$151M -$12M -7% 3.79% 351 66.95%
CC
4941
Constitution Capital
Connecticut
$151M +$10.7M +8% 3.37% 70.2% 64 14.06%
HZ
4942
Hixon Zuercher
Ohio
$151M +$7.67M +5% 1.96% 87.5% 60 10%
BCM
4943
Banyan Capital Management
Georgia
$151M +$12.2M +9% 10.7% 52.7% 21 9.52%
NFG
4944
Northeast Financial Group
Pennsylvania
$151M +$19.5M +15% 6.69% 31.6% 50 16%
SICM
4945
Sustainable Insight Capital Management
New York
$150M +$3.75M +3% 9.14% 106% 134 33.58%
SAMT
4946
Select Asset Management & Trust
Pennsylvania
$150M +$25.1M +20% 6.58% 60.9% 76 31.58%
LAM
4947
Lountzis Asset Management
Pennsylvania
$150M +$13.9M +10% 13.9% 103% 82 8.54%
MRI
4948
Mad River Investors
Massachusetts
$150M +$48.2M +47% 70% 206% 23 0%
MAWCM
4949
Mine & Arao Wealth Creation & Management
California
$150M +$10.7M +8% 4.54% 92% 281 7.12%
RCC
4950
Red Cedar Capital
Nebraska
$150M +$12.9M +9% 8.93% 43% 156 11.54%