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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
IAG
5426
Investmark Advisory Group
Connecticut
$148M -$2.34M -2% 3.46% 65.1% 111 9.91%
APIM
5427
Agate Pass Investment Management
Washington
$148M -$17.2M -10% 2.12% 68% 93 9.68%
BWM
5428
Birchcreek Wealth Management
Ohio
$148M +$4.26M +3% 2.73% 80.7% 140 12.86%
SPWM
5429
Straight Path Wealth Management
Michigan
$148M +$1.81M +1% 2.29% 70.6% 85 15.29%
CPSC
5430
Carl P. Sherr & Co
Massachusetts
$147M -$4.87M -3% 4.02% 68.8% 117 5.98%
FF
5431
Friedenthal Financial
New Jersey
$147M -$2.36M -2% 1.81% 111% 149 61.74%
BMCM
5432
Black Maple Capital Management
Wisconsin
$147M -$20.8M -12% 1.58% 35.7% 132 41.67%
CCIA
5433
Cherry Creek Investment Advisors
Colorado
$147M -$1.46M -1% 0.88% 140% 101 17.82%
JAM
5434
Jacobs Asset Management
New York
$147M +$20.4M +16% 1.75% 114% 40 42.5%
PAG
5435
Powers Advisory Group
Illinois
$147M -$3.64M -2% 3.51% 44.1% 91 4.4%
TRIA
5436
Trail Ridge Investment Advisors
Colorado
$147M -$15M -9% 2.88% 76% 117 14.53%
ACM
5437
AREX Capital Management
New York
$147M +$12.2M +9% 0.85% 36.2% 13 30.77%
AGC
5438
Alden Global Capital
Florida
$147M +$21.2M +17% 0.59% 99.8% 31 74.19%
GCM
5439
Gunderson Capital Management
South Carolina
$147M -$4.34M -3% 1.24% 947% 53 28.3%
VIA
5440
Virtus Investment Advisers
Connecticut
$147M -$239K -0.2% 0.81% 172% 300 33%
IVMX
5441
Institutional Venture Management XVI
California
$147M -$177M -55% 19.9% 523% 6 50%
MWA
5442
Miller Wealth Advisors
Colorado
$147M -$1.32M -0.9% 0.26% 117% 76 2.63%
CC
5443
Constitution Capital
Connecticut
$147M -$28.9M -16% 5.51% 70.2% 67 10.45%
RFA
5444
Resurgent Financial Advisors
Georgia
$147M -$4.65M -3% 2.03% 86.4% 536 16.23%
DAM
5445
Derbend Asset Management
Georgia
$147M -$1.15M -0.8% 3.73% 23.9% 109 37.61%
ACM
5446
Adalta Capital Management
New York
$147M -$2.88M -2% 2.68% 80.4% 92 10.87%
BI
5447
Berkeley Inc
Idaho
$146M -$1.99M -1% 2.89% 40.9% 84 9.52%
RWG
5448
Regal Wealth Group
California
$146M -$5.99M -4% 4.09% 17% 46 8.7%
AFG
5449
AFS Financial Group
Maryland
$146M -$7.88M -5% 4.67% 100 12%
MGM
5450
Miura Global Management
New York
$146M -$134M -48% 0.8% 375% 26 30.77%