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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
OPWM
5026
Oakwell Private Wealth Management
Texas
$156M +$14.6M +10% 65
BCM
5027
Brooktree Capital Management
Michigan
$156M +$6.52M +4% 43
CWM
5028
Concentrum Wealth Management
California
$156M +$23.3M +18% 58
RI
5029
Ridgewood Investments
New Jersey
$156M -$7.49M -5% 207
EFIC
5030
Eliot Finkel Investment Counsel
California
$156M +$178K +0.1% 31
BHBT
5031
Burke & Herbert Bank & Trust
Virginia
$156M +$9.6M +7% 150
DAM
5032
Doheny Asset Management
California
$155M +$7.81M +5% 105
MWA
5033
Moser Wealth Advisors
Washington
$155M +$12.9M +9% 175
SIAG
5034
Signet Investment Advisory Group
Rhode Island
$155M +$26.2M +20% 95
AWM
5035
Altus Wealth Management
Kentucky
$155M +$14.3M +10% 36
BAM
5036
Boyar Asset Management
New York
$155M +$7.35M +5% 85
TWA
5037
TPB Wealth Advisors
Texas
$155M +$38.7M +33% 39
HCM
5038
Hall Capital Management
Rhode Island
$155M 95
MCM
5039
Masterton Capital Management
New York
$155M +$17M +12% 24
TWS
5040
Thomas W. Smith
$155M +$11M +8% 8
LI
5041
Lakestar II
Guernsey
$155M -$165M -52% 2
P
5042
&Partners
Tennessee
$155M +$17.1M +12% 183
SCM
5043
Spreng Capital Management
Ohio
$155M +$10.9M +8% 108
SIC
5044
Samalin Investment Counsel
New York
$154M +$5.21M +3% 248
PPWM
5045
PFG Private Wealth Management
Florida
$154M +$8.88M +6% 58
SHA
5046
Seneca House Advisors
Virginia
$154M +$12.7M +9% 85
SC
5047
Steph & Co
Wisconsin
$154M +$10M +7% 243
SFP
5048
Sterling Financial Planning
New Jersey
$154M +$13.7M +10% 414
EIA
5049
Eastover Investment Advisors
North Carolina
$154M +$12.5M +9% 47
WC
5050
Wealth CMT
New Jersey
$154M -$15.8M -9% 19