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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
BAM
5451
Ballast Asset Management
Texas
$185M +$27.3M +17% 6.21% 126% 53 13.21%
HWA
5452
Hillcrest Wealth Advisors
New Jersey
$185M +$3.12M +2% 6.78% 55% 49 14.29%
CWA
5453
Carolina Wealth Advisors
South Carolina
$185M -$8.49M -4% 10.6% 57.5% 256 16.8%
KCM
5454
Kempner Capital Management
Texas
$184M +$5.55M +3% 12% 60.9% 55 9.09%
HCM
5455
Hutner Capital Management
Vermont
$184M +$14.7M +9% 8.51% 52.2% 44 2.27%
BDFN
5456
Bond & Devick Financial Network
Minnesota
$184M +$8.65M +5% 5.17% 41.2% 148 7.43%
AWA
5457
Aletheian Wealth Advisors
Washington
$184M +$33.2M +22% 8.07% 86 15.12%
SF
5458
Slagle Financial
Illinois
$184M +$9.75M +6% 7.99% 77.9% 123 15.45%
SCM
5459
Sage Capital Management
New Jersey
$184M +$17.1M +10% 9.85% 153 4.58%
LCM
5460
Lazari Capital Management
California
$184M +$9.42M +5% 15% 124% 134 11.94%
MI
5461
Moneywise Inc
Virginia
$184M +$9.84M +6% 6.99% 58% 64 26.56%
JHA
5462
Jackson Hill Advisors
Texas
$184M +$21.5M +13% 13.7% 61.2% 13 15.38%
DCM
5463
Decatur Capital Management
Georgia
$184M +$17.1M +10% 17% 135% 52 13.46%
BMC
5464
Beaton Management Company
Massachusetts
$184M +$16.6M +10% 12.4% 95.9% 136 2.94%
MMC
5465
Mizuho Markets Cayman
Cayman Islands
$184M +$38.4M +26% 24% 219% 74 41.89%
ERP
5466
Eldred Rock Partners
Texas
$183M +$26.5M +17% 13.6% 27 11.11%
BWM
5467
Benchmark Wealth Management
Connecticut
$183M +$14.3M +8% 7.03% 42.7% 49 4.08%
BC
5468
Blantyre Capital
United Kingdom
$183M +$40.5M +28% 19% 4 0%
DRD
5469
Dennis R. Delaney
$183M +$14.7M +9% 10.6% 84.3% 46 8.7%
TCOK
5470
Trust Company of Kansas
Kansas
$183M +$2.64M +1% 11% 87% 52 5.77%
DI
5471
Disciplined Investments
Oklahoma
$183M +$12.6M +7% 6.34% 51.4% 123 17.07%
AWMT
5472
AAFMAA Wealth Management & Trust
North Carolina
$183M +$6.9M +4% 6.05% 58.8% 66 25.76%
FNBSF
5473
First National Bank Sioux Falls
South Dakota
$183M -$11.9M -6% 8.91% 65.4% 131 6.11%
WC
5474
Westhampton Capital
North Carolina
$183M +$15.2M +9% 11.7% 95.6% 120 4.17%
C
5475
CEDRUS
Colorado
$183M +$21.6M +13% 6.96% 19.8% 160 12.5%