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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
DJC
5226
Daily Journal Corp
California
$164M +$2.57M +2% 2.96% 108% 4 0%
PWM
5227
Palumbo Wealth Management
New York
$163M +$13.1M +9% 3.79% 115% 111 22.52%
PBO
5228
Peoples Bank (Ohio)
Ohio
$163M +$6.91M +4% 5.79% 71.7% 124 10.48%
DWMG
5229
DB Wealth Management Group
California
$163M +$4.78M +3% 3.91% 19% 366 3.28%
SCM
5230
Sterneck Capital Management
Missouri
$163M +$4.53M +3% 5.04% 61.5% 101 4.95%
LA
5231
Lindenwold Advisors
Pennsylvania
$163M +$1.8M +1% 6.07% 75% 121 14.05%
LI
5232
Latigo Investments
Florida
$163M +$23.9M +17% 4.01% 56.6% 18 11.11%
BCVI
5233
Bain Capital Venture Investors
Massachusetts
$163M -$342M -68% 26.8% 34.2% 3 33.33%
AWG
5234
Altus Wealth Group
Colorado
$163M +$14.4M +10% 7.34% 68.6% 141 9.22%
ACM
5235
Ardent Capital Management
Ohio
$163M +$23.7M +17% 11.2% 77.5% 32 15.63%
PCG
5236
Prosperity Consulting Group
Maryland
$163M +$4.58M +3% 6.59% 66.8% 111 11.71%
CF
5237
Convergence Financial
Missouri
$163M +$27M +20% 4.83% 62.3% 30 10%
BMCM
5238
Burns Matteson Capital Management
New York
$163M +$5.29M +3% 3.02% 144% 191 53.93%
QM
5239
QVIDTVM Management
Texas
$163M -$280K -0.2% 4.13% 19.5% 13 15.38%
APSI
5240
Asset Planning Services Inc
Louisiana
$162M +$4.56M +3% 7.89% 117% 38 5.26%
AWM
5241
AAF Wealth Management
Massachusetts
$162M +$9.15M +6% 5.48% 65.8% 51 21.57%
PMIA
5242
Patrick Mauro Investment Advisor
Illinois
$162M +$2M +1% 0.59% 31.7% 41 4.88%
BOCH
5243
Blue Owl Capital Holdings
New York
$162M +$6.18M +4% 7.16% 145% 18 27.78%
TRIA
5244
Trail Ridge Investment Advisors
Colorado
$162M +$8.79M +6% 8.22% 76% 127 18.9%
AVM
5245
Arch Venture Management
Illinois
$162M -$45.2M -22% 7.53% 228% 8 25%
MSWM
5246
Mader & Shannon Wealth Management
Missouri
$162M +$10.3M +7% 0.12% 53.1% 17 5.88%
BFG
5247
Baron Financial Group
New Jersey
$162M +$3.98M +3% 3.92% 52.1% 55 5.45%
HPM
5248
Hoxton Planning & Management
West Virginia
$162M -$19.8M -11% 6.32% 70.1% 168 21.43%
AWM
5249
Ameliora Wealth Management
Switzerland
$162M -$9.5M -6% 4.21% 70.1% 223 17.04%
RHAM
5250
Round Hill Asset Management
California
$162M +$1.44M +0.9% 3.79% 43.2% 61 3.28%