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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
LWMG
5026
Levy Wealth Management Group
Pennsylvania
$141M 11.9% 21.1% 62
SIM
5027
Sterling Investment Management
Arizona
$141M +$7.1M +5% 9.5% 44.1% 64 12.5%
BIP
5028
Bouvel Investment Partners
Pennsylvania
$141M 31.3% 187% 77
FFC
5029
Fure Financial Corporation
Minnesota
$141M +$5.43M +4% 13.7% 59.5% 89 17.98%
GPFA
5030
Game Plan Financial Advisors
Ohio
$141M +$40.9M +41% 19.6% 93 52.69%
CC
5031
Constitution Capital
Connecticut
$141M 10.6% 70.2% 57
RPG
5032
Resource Planning Group
Georgia
$141M +$8.84M +7% 8.65% 1.9% 62 3.23%
SM
5033
Salzhauer Michael
$140M +$51M +57% 40.6% 107% 107 14.02%
APWM
5034
Atlas Private Wealth Management
New York
$140M +$12.7M +10% 11.1% 19.8% 424 16.98%
BA
5035
Baugh & Associates
Georgia
$140M +$12.8M +10% 12.8% 83.8% 41 4.88%
SA
5036
Sycale Advisors
New York
$140M +$24.1M +21% 11.7% 31.5% 20 40%
SG
5037
Sourcerock Group
Colorado
$140M 55.6% 59.1% 16
ACM
5038
AUA Capital Management
Pennsylvania
$140M +$20.1M +17% 10.2% 61.4% 378 6.35%
TL
5039
TowerView LLC
New York
$140M +$9.71M +7% 16.9% 17.9% 22 27.27%
MAM
5040
Must Asset Management
South Korea
$140M 44.6% 65.2% 31
CIA
5041
Citadel Investment Advisory
Ohio
$140M 12.9% 67.4% 72
UBG
5042
United Bank (Georgia)
Georgia
$140M +$20M +17% 12.6% 81.2% 81 4.94%
TLCM
5043
Twin Lakes Capital Management
California
$140M 23% 131% 76
MI
5044
Moneywise Inc
Virginia
$140M +$13.9M +11% 16.2% 58% 48 14.58%
BAM
5045
Banta Asset Management
California
$140M 105% 12
IIA
5046
ICW Investment Advisors
Arizona
$140M +$6.24M +5% 8.21% 50.1% 128 3.91%
EAM
5047
Exane Asset Management
France
$140M -$12.9M -8% 17.2% 77.5% 26 53.85%
CAM
5048
Crown Advisors Management
California
$140M -$14.2M -9% 23.2% 284% 47 36.17%
MPCG
5049
Matrix Private Capital Group
New York
$139M +$41.2M +42% 14.7% 62.5% 225 28%
RGM
5050
ROAM Global Management
New York
$139M 11.3% 17