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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
BSAM
5101
Blue Square Asset Management
New York
$156M +$8.67M +6% 0.66% 104% 35 54.29%
WM
5102
Whitford Management
New York
$156M 8.95% 76.2% 30
WHAM
5103
Windmill Hill Asset Management
United Kingdom
$156M -$15.8M -9% 5.99% 97% 33 36.36%
BAM
5104
Bayshore Asset Management
Florida
$155M +$23M +17% 11.5% 62.3% 31 6.45%
HG
5105
Harbor Group
New Hampshire
$155M +$17.7M +13% 7.64% 41.4% 59 18.64%
PBO
5106
Peoples Bank (Ohio)
Ohio
$155M +$5.99M +4% 7.92% 71.7% 128 20.31%
TL
5107
Tradewinds LLC
North Carolina
$155M +$17.5M +13% 4.78% 215 95.81%
SGC
5108
Slocum, Gordon & Co
Rhode Island
$155M 14.7% 55.2% 142
TL
5109
TowerView LLC
New York
$155M -$18.8M -11% 14.3% 17.9% 38 50%
FMB
5110
Field & Main Bank
Kentucky
$155M +$6.19M +4% 9.86% 107% 277 9.39%
1CM
5111
1492 Capital Management
Wisconsin
$155M +$16.2M +12% 19% 332% 127 34.65%
LWP
5112
Laurel Wealth Planning
Minnesota
$155M +$19.2M +14% 8.46% 53.1% 224 4.02%
TPCM
5113
Two Point Capital Management
New York
$155M 11.6% 22
AAG
5114
Avalon Advisory Group
Pennsylvania
$155M -$4.66M -3% 4.75% 41.4% 9 22.22%
NOI
5115
Newton One Investments
Delaware
$155M +$14.5M +10% 6.27% 38.7% 124 8.06%
GRIM
5116
Greenhaven Road Investment Management
Connecticut
$155M -$11.4M -7% 1.81% 70.2% 43 25.58%
BIP
5117
Bouvel Investment Partners
Pennsylvania
$155M +$4.95M +3% 5.54% 187% 69 5.8%
SWM
5118
Soundmark Wealth Management
Washington
$155M +$12.3M +9% 8.85% 17.2% 61 9.84%
MWM
5119
MBE Wealth Management
Wisconsin
$155M +$17.9M +13% 6.81% 60.9% 67 11.94%
CMC
5120
Catterton Management Company
Connecticut
$155M -$167M -52% 15.9% 32.9% 3 0%
GA
5121
GoalVest Advisory
New York
$155M +$12.3M +9% 7.86% 86.8% 274 16.42%
FSA
5122
Financial Services Advisory
Maryland
$155M +$127M +465% 6.8% 75.8% 35 77.14%
GAM
5123
Garrison Asset Management
Arkansas
$155M +$13.1M +9% 12% 52.1% 98 7.14%
RIA
5124
Retirement Investment Advisors
Oklahoma
$155M 7.53% 48
OCPWS
5125
One Charles Private Wealth Services
Massachusetts
$154M +$3.6M +2% 10.5% 99.7% 125 14.4%