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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
BFA
5676
Brendel Financial Advisors
New Hampshire
$115M -$69.1M -38% 8.03% 126% 123 34.96%
FCM
5677
Fairbanks Capital Management
California
$115M -$19.7M -15% 12.7% 81.3% 52 7.69%
RTC
5678
Riverview Trust Company
Washington
$115M -$20.1M -15% 13.5% 87.6% 904 42.37%
GCM
5679
Goldstream Capital Management
Hong Kong
$115M -$283M -71% 38.4% 686% 18 55.56%
JHA
5680
Jackson Hill Advisors
Texas
$115M -$43.2M -27% 24.2% 61.2% 11 18.18%
BC
5681
Bowman & Company
Wisconsin
$115M -$15.4M -12% 12.8% 59.7% 89 16.85%
PU
5682
Petiole USA
New York
$114M -$14.6M -11% 11.6% 105% 43 13.95%
WMP
5683
Wealth Management Partners
Arizona
$114M -$25.9M -18% 16.9% 179% 122 30.33%
BDFN
5684
Bond & Devick Financial Network
Minnesota
$114M -$10.7M -9% 11.1% 41.2% 111 9.01%
MAG
5685
MRA Advisory Group
New Jersey
$114M -$17.4M -13% 10.4% 84.5% 123 23.58%
PSB
5686
Piscataqua Savings Bank
New Hampshire
$114M -$26.3M -19% 11.7% 85.5% 366 10.38%
AIFAIM
5687
American Institute for Advanced Investment Management
Arizona
$114M -$23.6M -17% 12.4% 72.8% 128 18.75%
NIP
5688
Norwood Investment Partners
California
$114M -$49.3M -30% 16.6% 25.2% 12 41.67%
DCM
5689
Dean Capital Management
Kansas
$114M -$923K -0.8% 4.61% 89.7% 83 19.28%
GCWM
5690
Graham Capital Wealth Management
District of Columbia
$114M +$1.6M +1% 3.42% 45.3% 132 44.7%
MFG
5691
MTM Financial Group
Pennsylvania
$114M +$18.5M +19% 7.83% 36.5% 51 11.76%
KIG
5692
Kessler Investment Group
Indiana
$114M -$58.3M -34% 16.1% 218% 196 16.84%
WF
5693
Wayfinding Financial
Washington
$114M -$5.78M -5% 13.4% 68.3% 89 20.22%
EECFI
5694
EnCap Energy Capital Fund IX
Texas
$114M -$120M -51% 11.4% 69.2% 3 33.33%
MTWM
5695
Masso Torrence Wealth Management
New Jersey
$114M -$11.2M -9% 14.9% 130% 84 14.29%
RH
5696
RFG Holdings
Texas
$114M -$47.4M -29% 12.3% 72.3% 22 22.73%
BOM
5697
Bank of Marin
California
$114M -$23.7M -17% 14.7% 80.3% 130 15.38%
FCG
5698
Financial Connections Group
California
$113M +$14.1M +14% 13.9% 44.4% 323 17.96%
FCFC
5699
First Citizens Financial Corp
Iowa
$113M -$19.7M -15% 12.4% 68.1% 107 10.28%
MCA
5700
Martin Capital Advisors
Texas
$113M -$32.6M -22% 19.8% 117% 64 6.25%