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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
DWMG
5226
DB Wealth Management Group
California
$158M -$4.79M -3% 3.54% 19% 381 7.61%
PAM
5227
Peninsula Asset Management
Florida
$158M -$11.3M -7% 5.01% 44.1% 41 0%
JWBC
5228
John W. Brooker & Co
California
$158M +$3.71M +2% 3.54% 38.4% 68 5.88%
AWG
5229
Alpha Wave Global
New York
$158M +$5.51M +4% 4.17% 226% 35 40%
KIM
5230
Kestrel Investment Management
California
$158M -$22.8M -13% 0.62% 89.2% 42 19.05%
JGGDR
5231
JGP Global Gestao de Recursos
Brazil
$158M +$14.9M +10% 3.29% 206% 77 45.45%
MAS
5232
Madden Advisory Services
Florida
$158M +$3.58M +2% 4% 52.3% 86 10.47%
VU
5233
Valence8 US
Massachusetts
$158M +$6.24M +4% 3.73% 69.9% 14 14.29%
BCM
5234
Birch Capital Management
Texas
$158M -$6.54M -4% 2.61% 48.4% 103 5.83%
IFU
5235
iSAM Funds (UK)
United Kingdom
$158M +$46.1M +41% 4.28% 53.7% 352 86.65%
KFO
5236
Kopp Family Office
Minnesota
$158M -$28.2M -15% 9.48% 34% 22 4.55%
AFA
5237
Alpha Financial Advisors
North Carolina
$158M -$1.88M -1% 4.11% 41.6% 42 4.76%
BFA
5238
Buttonwood Financial Advisors
Maryland
$158M -$1.72M -1% 2.54% 66.3% 103 9.71%
BCM
5239
Bond Capital Management
California
$158M -$20.8M -12% 2.38% 47.5% 5 0%
TB
5240
Treynor Bancshares
Iowa
$158M +$5.03M +3% 3.05% 3.35% 76 7.89%
AWG
5241
Altus Wealth Group
Colorado
$158M -$5.25M -3% 3.25% 68.6% 142 13.38%
KA
5242
Kercheville Advisors
Texas
$158M -$7.56M -5% 0.6% 240% 79 10.13%
JIC
5243
Juniper Investment Company
New York
$158M +$49K +0% 2.03% 358% 10 10%
LC
5244
Longitude (Cayman)
Cayman Islands
$157M +$25.6M +19% 5.94% 74 41.89%
SW
5245
StrongBox Wealth
Missouri
$157M -$1.42M -0.9% 2.51% 57.8% 87 10.34%
BMCM
5246
Burns Matteson Capital Management
New York
$157M -$5.73M -4% 4.07% 144% 180 47.22%
SIAM
5247
Sterling Investment Advisors (Missouri)
Missouri
$157M -$310K -0.2% 3.33% 37.8% 31 6.45%
PSIWM
5248
Paradigm Strategies in Wealth Management
Minnesota
$157M +$9.07M +6% 2.71% 37.9% 48 14.58%
DG
5249
Daventry Group
New York
$157M +$21.7M +16% 1.99% 26.2% 9 22.22%
TCOK
5250
Trust Company of Kansas
Kansas
$157M -$10.5M -6% 2.44% 87% 50 12%