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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
HWMG
5301
Hurlow Wealth Management Group
Indiana
$163M +$35.6M +28% 4.96% 55.8% 100 15%
DCM
5302
DGS Capital Management
New Jersey
$163M +$2.44M +2% 7.64% 177% 219 24.66%
BMA
5303
Brooks Moore & Associates
Tennessee
$163M -$7.58M -4% 0.25% 63.7% 102 9.8%
LA
5304
Lindenwold Advisors
Pennsylvania
$163M -$8.48M -5% 5.71% 75% 139 18.71%
TRIA
5305
Trail Ridge Investment Advisors
Colorado
$163M -$3.71M -2% 4.89% 76% 142 11.97%
SCM
5306
Spreng Capital Management
Ohio
$163M -$10.8M -6% 2.13% 72.5% 111 11.71%
GWCM
5307
Godshalk Welsh Capital Management
Pennsylvania
$163M -$12.9M -7% 3.84% 61.1% 119 4.2%
PWS
5308
Peterson Wealth Services
Utah
$163M +$11.9M +8% 0.71% 153% 95 16.84%
SAMC
5309
Spectrum Asset Management (Connecticut)
Connecticut
$163M 10.1% 0.74% 8
BCM
5310
Birch Capital Management
Texas
$163M -$4.21M -3% 1.92% 48.4% 85 1.18%
CF
5311
Concorde Financial
Texas
$163M +$3.55M +2% 4.78% 81.3% 145 66.21%
CC
5312
Codex Capital
New York
$163M -$29.7M -15% 7.63% 84.4% 42 16.67%
SL
5313
SIB LLC
New York
$163M -$30.3M -16% 14.4% 29.2% 19 0%
PWM
5314
PBMares Wealth Management
Virginia
$162M -$74.2M -31% 0.78% 67.7% 164 14.02%
AC
5315
AWM Capital
Arizona
$162M +$30.8M +23% 4.77% 46.9% 64 18.75%
WF
5316
Whelan Financial
California
$162M +$1.25M +0.8% 5.72% 57.9% 25 36%
BP
5317
BCK Partners
New York
$162M -$4.75M -3% 5.12% 44.6% 27 7.41%
IPW
5318
IronBridge Private Wealth
Texas
$162M -$30M -16% 0.52% 122% 324 93.21%
BMC
5319
Beaton Management Company
Massachusetts
$162M -$5.62M -3% 1.01% 95.9% 149 9.4%
SFCL
5320
Strengthening Families & Communities LLC
Massachusetts
$162M -$269M -62% 2.14% 106% 369 21.14%
PIM
5321
Profit Investment Management
Maryland
$162M +$2.94M +2% 7.82% 101% 84 7.14%
FIM
5322
FWL Investment Management
Texas
$162M -$1.77M -1% 4.38% 165% 58 34.48%
LFP
5323
Leeward Financial Partners
Washington
$162M +$1.91M +1% 6.77% 83% 76 17.11%
GP
5324
Geneva Partners
Wisconsin
$162M -$49.2M -23% 6.76% 401% 122 61.48%
MCM
5325
McMillion Capital Management
North Carolina
$162M -$23.4M -13% 2.81% 59.3% 82 8.54%