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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
HG
5276
Harbor Group
New Hampshire
$136M -$22.2M -14% 15.9% 41.4% 62 30.65%
TVWM
5277
Tower View Wealth Management
Wisconsin
$136M -$49.8M -27% 15.6% 132% 205 29.27%
SAM
5278
Sequent Asset Management
Texas
$136M -$34.8M -20% 8.29% 51.3% 81 24.69%
LSC
5279
Logan Stone Capital
Illinois
$136M -$2.75M -2% 13% 43.9% 193 62.69%
BWM
5280
Benchmark Wealth Management
Connecticut
$136M -$12.8M -9% 11.1% 42.7% 50 12%
OFW
5281
Omnia Family Wealth
Florida
$136M -$14.7M -10% 12.4% 80.6% 72 15.28%
GCM
5282
GoodHaven Capital Management
New Jersey
$136M -$31.8M -19% 16.1% 80.7% 29 10.34%
LFA
5283
Level Financial Advisors
New York
$136M +$6.02M +5% 10.1% 41.5% 364 34.89%
PBF
5284
Petix & Botte Financial
California
$136M -$189M -58% 10.7% 47.5% 120 44.17%
TFA
5285
Trinity Financial Advisors
Ohio
$136M -$24M -15% 13.9% 69.5% 67 68.66%
HKIMG
5286
Hutchens & Kramer Investment Management Group
Indiana
$136M -$44.5M -25% 11.2% 84.6% 136 28.68%
CIEP
5287
Constellation Investimentos e Participacoes
Brazil
$136M -$96.2M -41% 41.3% 172% 8 37.5%
OCP
5288
Oakcliff Capital Partners
New York
$136M -$57.3M -30% 19.4% 133% 11 18.18%
FIA
5289
FNY Investment Advisers
New York
$136M +$29.6M +28% 4.42% 307% 1,060 51.32%
DC
5290
Diametric Capital
Massachusetts
$136M -$45.6M -25% 14.1% 175% 409 70.17%
SC
5291
Schiavi & Co
Delaware
$136M -$487K -0.4% 10.7% 41.4% 16 25%
AAM
5292
Ascension Asset Management
New York
$136M 13% 84
LB
5293
Legacy Bridge
Iowa
$136M -$35.7M -21% 14.1% 225% 310 6.77%
BAM
5294
Byrne Asset Management
New Jersey
$135M -$25.1M -16% 13.4% 116% 566 14.66%
AIC
5295
Argus Investors Counsel
New York
$135M -$21.2M -14% 13.7% 124% 93 4.3%
AGP
5296
Autumn Glory Partners
Texas
$135M -$37M -21% 11.3% 69.5% 175 28%
DCM
5297
Decatur Capital Management
Georgia
$135M -$36.7M -21% 17.6% 135% 63 11.11%
LHWM
5298
Lake Hills Wealth Management
Texas
$135M -$3.87M -3% 0.97% 78.8% 45 53.33%
CWP
5299
Corepath Wealth Partners
Arizona
$135M -$8.6M -6% 11.6% 56% 38 7.89%
IAM
5300
Infusive Asset Management
New York
$135M -$75.8M -36% 12.8% 33.8% 41 65.85%