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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
BOM
5376
Bank of Marin
California
$119M +$21.5M +22% 12.7% 80.3% 132 16.67%
SMG
5377
Smart Money Group
Texas
$119M -$113M -49% 12.5% 58.9% 93 46.24%
TIAM2
5378
Tru Independence Asset Management 2
Oregon
$119M 13.6% 442
CFA
5379
Camarda Financial Advisors
Florida
$119M +$36.3M +44% 17.3% 196% 80 61.25%
LFGH
5380
Lee Financial Group Hawaii
Hawaii
$119M -$1.82M -2% 15.9% 12.9% 51 37.25%
WWM
5381
Wolff Wiese Magana
California
$118M 12.2% 136% 707
KC
5382
Kinloch Capital
Virginia
$118M 13.8% 63.4% 229
WWS
5383
Wellington Wealth Strategies
Indiana
$118M 12.8% 93
MIM
5384
Merrion Investment Management
New Jersey
$118M 19.2% 166% 259
RCM
5385
RVB Capital Management
New York
$118M +$11.6M +11% 13.6% 10.4% 45 55.56%
PP
5386
Prosperity Planning
Missouri
$118M 11.8% 40.5% 73
GCM
5387
Garland Capital Management
Washington
$118M +$5.98M +5% 11.5% 55.7% 30 6.67%
SIA
5388
Stegner Investment Associates
Kentucky
$118M +$16M +16% 15% 75.3% 22 9.09%
MCAI
5389
Members Capital Advisors Inc
Wisconsin
$118M +$11.5M +11% 7.76% 54 9.26%
RFO
5390
RiverGlades Family Offices
Florida
$118M +$13.2M +13% 11.5% 74 9.46%
CG
5391
Cynosure Group
Utah
$118M +$22.1M +23% 16.1% 56.8% 18 16.67%
BSI
5392
Bennett Selby Investments
Maine
$118M 12.8% 69.8% 49
AAM
5393
American Asset Management
Florida
$117M +$69.6M +145% 2.85% 42.5% 8 25%
ACM
5394
Ascendant Capital Management
California
$117M 18% 81
D
5395
Diversified
Delaware
$117M 14.1% 34.4% 351
SCA
5396
Strategic Capital Advisers
Colorado
$117M +$10.8M +10% 10.4% 51.4% 51 1.96%
PCM
5397
Pointe Capital Management
Michigan
$117M +$2.88M +3% 12.2% 62.6% 144 12.5%
SC
5398
Samjo Capital
New York
$117M 20.6% 89.1% 18
BMCM
5399
Black Maple Capital Management
Wisconsin
$117M 27% 35.7% 51
CC
5400
Copperleaf Capital
North Carolina
$117M +$13.1M +13% 7.42% 102% 62 37.1%