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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
BP
5151
BCK Partners
New York
$167M +$9.46M +6% 5.11% 44.6% 28 0%
MWAM
5152
Manhattan West Asset Management
California
$167M 7.83% 53.1% 113
BCM
5153
Birch Capital Management
Texas
$167M +$19.5M +13% 14.5% 48.4% 84 2.38%
RPCA
5154
Running Point Capital Advisors
California
$167M -$58.7M -26% 5.76% 52.1% 181 42.54%
SIC
5155
Samalin Investment Counsel
New York
$167M +$12.8M +8% 7.78% 62.8% 266 15.04%
TRIA
5156
Trail Ridge Investment Advisors
Colorado
$167M 11.2% 68.2% 135
REMS
5157
Real Estate Management Services
$167M +$3.95M +2% 9.27% 67.2% 38 7.89%
AC
5158
Avory & Company
Florida
$166M +$4.58M +3% 0.74% 61.6% 20 30%
MWM
5159
Maltin Wealth Management
New Jersey
$166M +$3.55M +2% 4.85% 51.9% 124 21.77%
ACM
5160
Alcosta Capital Management
California
$166M +$2.42M +1% 15.1% 169% 34 32.35%
CASB
5161
Cape Ann Savings Bank
Massachusetts
$166M +$11.7M +8% 8.69% 59.5% 93 11.83%
MA
5162
Minerva Advisors
Pennsylvania
$166M -$5.68M -3% 4.41% 149% 76 10.53%
ZAM
5163
Zeal Asset Management
Hong Kong
$166M -$167M -50% 19.1% 26.9% 6 16.67%
LC
5164
Legacy CG
Texas
$166M 7.42% 61.2% 55
AIC
5165
Argus Investors Counsel
New York
$166M +$13.3M +9% 10.1% 92.3% 99 10.1%
CSWM
5166
Cassady Schiller Wealth Management
Ohio
$166M 8.29% 21.8% 670
SAM
5167
S.A. Mason
Michigan
$166M +$14.3M +9% 10.2% 80.6% 328 4.27%
MWA
5168
Motive Wealth Advisors
Michigan
$166M +$18M +12% 6.99% 66% 81 11.11%
AWS
5169
Arkfeld Wealth Strategies
Nebraska
$166M -$199K -0.1% 5.42% 83.9% 78 7.69%
BAM
5170
Boyar Asset Management
New York
$166M +$14.2M +9% 7.47% 58.4% 86 2.33%
PM
5171
Penbrook Management
New York
$166M +$5.05M +3% 9.95% 103% 106 7.55%
SC
5172
Solstein Capital
California
$166M -$8.32M -5% 8.89% 83.6% 495 22.83%
CCM
5173
Ciovacco Capital Management
Georgia
$166M +$20.3M +14% 10.4% 67.4% 31 12.9%
P
5174
&Partners
Tennessee
$166M +$8.57M +5% 5.62% 62.7% 193 13.47%
NFG
5175
Norris Financial Group
South Carolina
$166M +$14.5M +10% 9.22% 122% 97 25.77%