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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
WU
5026
Washington University
Missouri
$134M 20.9% 44% 2
PBF
5027
Petix & Botte Financial
California
$134M +$8.21M +7% 10.3% 36.5% 84 5.95%
NWS
5028
Newport Wealth Strategies
California
$134M -$728K -0.5% 9.71% 51.5% 91 1.1%
WWM
5029
Wiser Wealth Management
Georgia
$133M 9.1% 46.7% 27
SCM
5030
Sterneck Capital Management
Missouri
$133M +$14.9M +13% 14.5% 52.9% 83 20.48%
BMWM
5031
Brown Miller Wealth Management
Virginia
$133M 12.1% 102% 106
SIC
5032
Samalin Investment Counsel
New York
$133M +$21.1M +19% 14.7% 62.8% 235 20%
TCM
5033
Tandem Capital Management
New Jersey
$133M +$19.8M +18% 19% 83.8% 83 10.84%
LC
5034
Lakehouse Capital
Australia
$133M 22.4% 47.2% 14
KFA
5035
Kelleher Financial Advisors
New York
$133M +$12.4M +10% 13.4% 73.2% 112 13.39%
GWAG
5036
Garrett Wealth Advisory Group
Texas
$133M +$6.51M +5% 11.8% 55.2% 52 17.31%
PC
5037
Pecaut & Co
Iowa
$133M +$946K +0.7% 15.9% 65.2% 65 21.54%
SFG
5038
Sunburst Financial Group
Alabama
$133M +$14.6M +12% 11.4% 50.7% 63 14.29%
BAM
5039
Boyar Asset Management
New York
$133M +$13.5M +11% 18.3% 58.4% 78 10.26%
BRC
5040
BHF RG Capital
Arizona
$133M +$14.4M +12% 9.57% 36 11.11%
PHM
5041
Prospect Hill Management
New Jersey
$133M 22.8% 93.9% 16
EFIC
5042
Eliot Finkel Investment Counsel
California
$133M +$20.3M +18% 8.56% 55.2% 28 10.71%
AWM
5043
Aberdeen Wealth Management
Illinois
$133M +$27.5M +26% 13.2% 56.7% 161 18.63%
BCM
5044
Brightline Capital Management
Florida
$132M +$50.1M +61% 43% 778% 17 47.06%
SV
5045
Stilwell Value
New York
$132M +$36.9M +39% 43.7% 93.8% 42 16.67%
ABP
5046
Arthur B. Page
$132M +$11.9M +10% 11.8% 40.4% 60 8.33%
CB
5047
CNB Bank
Pennsylvania
$132M +$13.6M +11% 12.2% 79.1% 455 19.12%
CAM
5048
Costello Asset Management
Pennsylvania
$132M +$18.6M +16% 10.3% 55% 254 12.6%
JAMONY
5049
Jacob Asset Management of New York
California
$132M 43.5% 22.7% 68
HFA
5050
Harbert Fund Advisors
Alabama
$132M +$50.2M +61% 33% 70.8% 22 40.91%