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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
IIM
5401
Ironwood Investment Management
Massachusetts
$187M -$17.9M -9% 0.44% 149% 182 11.54%
OCP
5402
Oakcliff Capital Partners
New York
$187M +$20.1M +12% 5.48% 119% 11 18.18%
BCM
5403
Brightlight Capital Management
Connecticut
$187M +$10M +6% 7.18% 202% 12 0%
AI
5404
Acuitas Investments
Washington
$187M -$11.4M -6% 2.08% 180% 134 20.15%
CAM
5405
CPA Asset Management
Florida
$187M +$8.13M +5% 0.71% 48.8% 79 6.33%
GBWM
5406
Granite Bay Wealth Management
New Hampshire
$187M +$10.9M +6% 0.83% 41.9% 84 32.14%
AFM
5407
Abbot Financial Management
Massachusetts
$187M +$5.41M +3% 4.58% 80.5% 130 6.15%
TWA
5408
Tandem Wealth Advisors
Arizona
$187M +$4.63M +3% 0.61% 33.1% 51 5.88%
PWIA
5409
Porter White Investment Advisors
Alabama
$187M -$1.58M -0.8% 0.77% 55.8% 32 3.13%
MFG
5410
Mendota Financial Group
Wisconsin
$187M +$15.6M +9% 0.91% 53.8% 410 26.34%
BDFN
5411
Bond & Devick Financial Network
Minnesota
$187M +$2.13M +1% 0.56% 41.2% 149 6.04%
SIAG
5412
Signet Investment Advisory Group
Rhode Island
$187M +$3.57M +2% 1.48% 59.9% 67 1.49%
ALS
5413
Andrew L. Share
$186M -$19.1M -9% 8.48% 14.8% 13 7.69%
TBC
5414
Ted Buchan & Co
California
$186M +$23.6M +14% 1.44% 61% 100 26%
WPM
5415
Worldly Partners Management
Massachusetts
$186M -$25.9M -12% 8.22% 19.9% 3 0%
MWM
5416
Maltin Wealth Management
New Jersey
$186M +$8.4M +5% 0.32% 51.9% 128 13.28%
NWWA
5417
New Wave Wealth Advisors
Arkansas
$186M 4.91% 135
ALC
5418
Alexander Labrunerie & Co
Missouri
$186M +$6.96M +4% 6.77% 96 11.46%
BMC
5419
Beaton Management Company
Massachusetts
$186M +$2.29M +1% 2.9% 79.9% 141 7.09%
LD
5420
Lipe & Dalton
New York
$186M -$8.04M -4% 0.57% 89.6% 107 9.35%
CRI
5421
Colonial River Investments
Virginia
$186M +$8.77M +5% 6.26% 144% 178 11.24%
HWA
5422
Hillcrest Wealth Advisors
New Jersey
$186M +$1.19M +0.6% 0.78% 55% 49 10.2%
MCA
5423
Maryland Capital Advisors
Maryland
$186M +$24.6M +15% 3.25% 254 14.57%
HIA
5424
HTG Investment Advisors
Connecticut
$185M +$13M +8% 0.61% 51.8% 63 9.52%
RTL
5425
Red Tortoise LLC
Georgia
$185M +$6.41M +4% 0.55% 43.7% 604 13.08%