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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
FMB
5151
Field & Main Bank
Kentucky
$156M +$16.7M +12% 7.9% 107% 209 11%
AWA
5152
ARQ Wealth Advisors
Arizona
$156M +$1.38M +0.9% 6.09% 53.3% 52 15.38%
MRI
5153
Mad River Investors
Massachusetts
$156M +$5.85M +4% 5.37% 225% 25 8%
RI
5154
Ridgewood Investments
New Jersey
$156M -$7.44M -5% 6.03% 210 17.62%
OPWM
5155
Oakwell Private Wealth Management
Texas
$156M +$14.6M +10% 6.06% 63% 65 12.31%
BCM
5156
Brooktree Capital Management
Michigan
$156M +$6.52M +4% 7.94% 82.9% 43 4.65%
CWM
5157
Concentrum Wealth Management
California
$156M +$23.3M +18% 13.8% 174% 58 12.07%
EFIC
5158
Eliot Finkel Investment Counsel
California
$156M +$178K +0.1% 3.07% 88.9% 31 9.68%
BHBT
5159
Burke & Herbert Bank & Trust
Virginia
$156M +$9.6M +7% 5.92% 67.8% 150 6%
LFA
5160
Legend Financial Advisors
Pennsylvania
$155M +$142M +1,079% 6.94% 117% 38 63.16%
DAM
5161
Doheny Asset Management
California
$155M +$7.81M +5% 10.8% 135% 105 11.43%
MWA
5162
Moser Wealth Advisors
Washington
$155M +$12.9M +9% 7.36% 175 28.57%
SIAG
5163
Signet Investment Advisory Group
Rhode Island
$155M +$26.2M +20% 6.41% 59.6% 95 23.16%
AWM
5164
Altus Wealth Management
Kentucky
$155M +$14.3M +10% 7.31% 68.8% 36 5.56%
BAM
5165
Boyar Asset Management
New York
$155M +$7.35M +5% 4.97% 75.5% 85 3.53%
TWA
5166
TPB Wealth Advisors
Texas
$155M +$38.7M +33% 5.83% 39 17.95%
HCM
5167
Hall Capital Management
Rhode Island
$155M 5.93% 95
MCM
5168
Masterton Capital Management
New York
$155M +$17M +12% 1.43% 1.94% 24 58.33%
TWS
5169
Thomas W. Smith
$155M +$11M +8% 10.6% 8 0%
LI
5170
Lakestar II
Guernsey
$155M -$165M -52% 16.8% 2 0%
P
5171
&Partners
Tennessee
$155M +$17.1M +12% 6.87% 78.4% 183 16.94%
SCM
5172
Spreng Capital Management
Ohio
$155M +$10.9M +8% 5.49% 72.5% 108 10.19%
SIC
5173
Samalin Investment Counsel
New York
$154M +$5.21M +3% 6.85% 62.8% 248 13.31%
PPWM
5174
PFG Private Wealth Management
Florida
$154M +$8.88M +6% 4.32% 48.3% 58 0%
SHA
5175
Seneca House Advisors
Virginia
$154M +$12.7M +9% 7.9% 58.2% 85 12.94%