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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
BMA
5226
Brooks Moore & Associates
Tennessee
$139M -$24.2M -15% 8.93% 63.7% 99 13.13%
PWA
5227
Providence Wealth Advisors
Illinois
$139M -$17M -11% 10.9% 112% 104 11.54%
RWG
5228
Regal Wealth Group
California
$139M -$21.8M -14% 14.8% 17% 51 5.88%
MA
5229
Minerva Advisors
Pennsylvania
$139M -$15.9M -10% 9.26% 166% 67 5.97%
AIC
5230
Aurora Investment Counsel
Georgia
$138M -$18.3M -12% 12.7% 31.7% 137 26.28%
BAM
5231
Bellevue Asset Management
Washington
$138M -$24.7M -15% 15.3% 56.7% 546 10.07%
MWM
5232
Maltin Wealth Management
New Jersey
$138M -$12.9M -9% 10.9% 51.9% 136 36.03%
TB
5233
Treynor Bancshares
Iowa
$138M -$9.61M -6% 10.8% 3.35% 80 10%
IRAG
5234
Investment Research & Advisory Group
Georgia
$138M -$21.3M -13% 16.1% 88.6% 206 23.79%
GF
5235
Genworth Financial
Virginia
$138M +$21.6M +18% 14.7% 64% 2 0%
AIM
5236
Alhambra Investment Management
Florida
$138M -$12.9M -9% 10.2% 61.5% 152 8.55%
MCAI
5237
Members Capital Advisors Inc
Wisconsin
$138M -$17.6M -11% 9.48% 69 5.8%
TLCM
5238
Twin Lakes Capital Management
California
$138M -$39.2M -22% 7.82% 131% 305 65.9%
BAM
5239
Bayshore Asset Management
Florida
$138M +$1.68M +1% 13.6% 62.3% 32 28.13%
CFN
5240
Cordasco Financial Network
Florida
$138M -$17.1M -11% 14.6% 31.1% 618 12.94%
EFIC
5241
Eliot Finkel Investment Counsel
California
$138M -$31.4M -19% 9.41% 88.9% 33 9.09%
PLU
5242
Performa Ltd (US)
South Carolina
$138M -$4.28M -3% 16.3% 55.8% 72 27.78%
FIM
5243
FWL Investment Management
Texas
$138M -$24.1M -15% 13.1% 165% 49 20.41%
AWP
5244
Accretive Wealth Partners
New Jersey
$138M -$21.6M -14% 12.6% 57.3% 116 11.21%
LAM
5245
L2 Asset Management
Massachusetts
$138M -$36.2M -21% 14.3% 128% 145 26.21%
NCM
5246
Next Capital Management
New York
$138M -$10.5M -7% 15.7% 61.3% 129 19.38%
RFG
5247
Range Financial Group
Oregon
$138M -$18.9M -12% 8.94% 188% 185 26.49%
FPCG
5248
Forum Private Client Group
Indiana
$138M +$8.72M +7% 9.99% 47.9% 69 11.59%
BC
5249
Birchview Capital
Vermont
$137M -$1.43M -1% 0.42% 327% 64 7.81%
RWP
5250
Ridgecrest Wealth Partners
California
$137M -$20.1M -13% 13.5% 89.7% 113 9.73%