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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
CPW
5176
Crestmont Private Wealth
Texas
$153M +$6.8M +5% 4.57% 45.8% 49 6.12%
APIM
5177
Agate Pass Investment Management
Washington
$153M +$11.5M +8% 3.83% 68% 97 6.19%
GB
5178
Goepper Burkhardt
South Carolina
$153M +$9.96M +7% 5.16% 43.8% 70 15.71%
RFG
5179
Range Financial Group
Oregon
$153M +$6.06M +4% 6.12% 188% 192 33.33%
AIA
5180
Acute Investment Advisory
Arizona
$153M +$5.99M +4% 0.2% 15.3% 22 54.55%
BSI
5181
Bennett Selby Investments
Maine
$153M +$19.2M +14% 18% 69.8% 58 12.07%
FSA
5182
Financial Services Advisory
Maryland
$153M -$2.33M -2% 7.45% 61.8% 45 57.78%
DCM
5183
Difesa Capital Management
New York
$153M +$23.8M +18% 5.46% 252 19.84%
TWM
5184
Trinity Wealth Management
Pennsylvania
$152M +$11.9M +8% 4.64% 53.5% 47 29.79%
KSWA
5185
Kathleen S. Wright Associates
Pennsylvania
$152M +$4.76M +3% 4.39% 66% 209 22.97%
FWA
5186
FOCUS Wealth Advisors
Texas
$152M +$7.65M +5% 2.64% 63.8% 65 29.23%
BSAM
5187
Blue Square Asset Management
New York
$152M -$3.39M -2% 3.64% 104% 77 66.23%
ATWA
5188
Arbor Trust Wealth Advisors
Michigan
$152M +$7.25M +5% 5.81% 52.8% 104 10.58%
LCM
5189
LDR Capital Management
New York
$152M -$30.6M -17% 6.63% 37.1% 39 7.69%
ACH
5190
Axis Capital Holdings
Bermuda
$152M +$9.96M +7% 7.01% 67% 3 0%
MSWM
5191
Mader & Shannon Wealth Management
Missouri
$152M +$532K +0.4% 4.64% 53.1% 17 11.76%
SRWM
5192
Shira Ridge Wealth Management
California
$151M +$6.23M +4% 6.76% 64.9% 64 10.94%
PIM
5193
Profit Investment Management
Maryland
$151M +$9.1M +6% 8.72% 101% 78 3.85%
KFA
5194
Kelleher Financial Advisors
New York
$151M +$18.3M +14% 10.5% 73.2% 120 25.83%
FAM
5195
Forte Asset Management
New York
$151M -$2.11M -1% 6.71% 48.8% 66 18.18%
HFA
5196
Harbert Fund Advisors
Alabama
$151M +$26.5M +21% 16.9% 70.8% 60 38.33%
BWLSA
5197
Blue Water Life Science Advisors
California
$151M +$2.37M +2% 10.1% 243% 9 22.22%
CWM
5198
CCG Wealth Management
California
$151M -$28.8M -16% 4.9% 63% 105 43.81%
EP
5199
Elkhorn Partners
Nebraska
$151M +$5.02M +3% 3.98% 31.5% 50 26%
JWBC
5200
John W. Brooker & Co
California
$151M -$1.93M -1% 3.52% 38.4% 67 11.94%