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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 Avg Holding
Period (Yrs)
EAM
5151
Eukles Asset Management
Ohio
$228M -$6.82M -3% 3.61% 87.9% 233 5.58% 4.4
GAMC
5152
Garner Asset Management Corp
Texas
$228M +$6.42M +3% 1.51% 103% 168 20.24% 4.8
BCR Wealth Strategies
5153
BCR Wealth Strategies
Alabama
$228M +$13.9M +7% 0.15% 45.1% 27 7.41% 2.4
Olympus Wealth Management
5154
Olympus Wealth Management
Utah
$228M -$46.9M -17% 0.11% 43.1% 20 15% 1.9
Heritage Oak Wealth Advisors
5155
Heritage Oak Wealth Advisors
Florida
$228M +$14.7M +7% 2.8% – 92 42.39% 0.3
Baron Wealth Management
5156
Baron Wealth Management
Michigan
$228M +$15.1M +7% 1.56% 88.6% 238 30.67% 1.3
Buttonwood Financial Advisors
5157
Buttonwood Financial Advisors
Maryland
$228M +$62.4K +0% 0.85% 73.4% 99 5.05% 2.4
Potomac Fund Management
5158
Potomac Fund Management
Florida
$227M -$1.48B -87% 4.34% – 100 32% 0.2
Verger Capital Management
5159
Verger Capital Management
North Carolina
$227M +$26.7M +13% 2.26% 58.3% 14 0% 7.5
Alteri Wealth
5160
Alteri Wealth
California
$227M -$134M -37% 2.36% – 267 14.23% 0.2
CAM
5161
CPA Asset Management
Florida
$227M +$12M +6% 2.91% 53.3% 88 15.91% 1.8
Repertoire Partners
5162
Repertoire Partners
New York
$227M -$25M -10% 26.1% 37.5% 25 80% 0.4
New Mountain Capital
5163
New Mountain Capital
New York
$227M -$68M -23% 23.1% 64.8% 1 0% 2.5
Lumbard & Kellner
5164
Lumbard & Kellner
New Hampshire
$227M -$5.86M -3% 5.37% 137% 91 23.08% 3.1
Sara-Bay Financial
5165
Sara-Bay Financial
Florida
$227M -$43M -16% 13.3% 233% 85 11.76% 3.1
Meredith Wealth Planning
5166
Meredith Wealth Planning
Illinois
$227M +$2.35M +1% 1.35% 66.5% 54 11.11% 1.6
Landmark Wealth Management (New York)
5167
Landmark Wealth Management (New York)
New York
$227M +$1.12M +0.5% 0.58% 42.7% 76 2.63% 1.7
California First Leasing Corp
5168
California First Leasing Corp
California
$227M -$15.9M -7% 4.34% 377% 48 14.58% 2.2
Maryland Capital Advisors
5169
Maryland Capital Advisors
Maryland
$227M +$10.9M +5% 0.01% – 265 13.96% 2.6
HealthInvest Partners
5170
HealthInvest Partners
Sweden
$227M +$15.7M +7% 7.77% – 41 21.95% 1.4
Canada Post Corporation Pension Plan
5171
Canada Post Corporation Pension Plan
Canada
$226M -$1.47B -87% 2.25% – 459 91.29% 0.2
HM
5172
Harvest Management
New York
$226M +$19.3M +9% 24.1% 610% 87 74.71% 0.3
Toews Corporation
5173
Toews Corporation
New Jersey
$226M +$58.1M +35% 2.76% 22% 11 45.45% 2
Whetstone Capital Advisors
5174
Whetstone Capital Advisors
Kansas
$226M -$83.9M -27% 3.49% 282% 40 55% 1.9
Rise Advisors
5175
Rise Advisors
New York
$226M +$18.4M +9% 1.6% 62.8% 1,580 34.37% 1.2