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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
AC
5701
AWH Capital
Texas
$110M +$8.05M +8% 18.5% 183% 34 26.47%
NWM
5702
Navigation Wealth Management
Colorado
$110M +$13.3M +14% 3.74% 9.65% 91 40.66%
CIAS
5703
CFS Investment Advisory Services
New Jersey
$110M 6.08% 54.1% 27
SFMG
5704
Sage Financial Management Group
Virginia
$110M -$20.2M -16% 6.08% 47.3% 123 78.05%
CFG
5705
CNO Financial Group
Indiana
$110M -$15.3M -12% 0.91% 14 57.14%
EPWM
5706
Essex Private Wealth Management
Massachusetts
$110M +$4.74M +5% 6.15% 29.3% 66 7.58%
MVA
5707
Mount Vernon Associates
Maryland
$109M +$7.38M +7% 7.88% 119% 57 1.75%
FC
5708
Farley Capital
New York
$109M +$6.76M +7% 5.12% 105% 19 21.05%
DCM
5709
Dean Capital Management
Kansas
$109M -$39.1M -26% 1.85% 89.7% 87 26.44%
TC
5710
Tsai Capital
New York
$109M +$7.66M +8% 7.96% 29.2% 18 0%
HPM
5711
Hudson Portfolio Management
New York
$109M +$4.95M +5% 5.48% 103 13.59%
HBT
5712
Heartland Bank & Trust
Illinois
$109M -$771K -0.7% 11.5% 105% 162 62.96%
AWM
5713
Aberdeen Wealth Management
Illinois
$108M -$17.3M -14% 7.67% 73.1% 160 28.13%
HFAS
5714
Hummer Financial Advisory Services
Illinois
$108M +$5.32M +5% 6.32% 60.6% 110 9.09%
OC
5715
Oppenheimer & Close
New York
$108M +$19.1M +22% 11% 149% 58 13.79%
LAM
5716
L2 Asset Management
Massachusetts
$108M +$10.8M +11% 6.84% 128% 107 34.58%
JFS
5717
JD Financial Services
Pennsylvania
$108M +$28.9M +37% 4.58% 47 36.17%
GWM
5718
Greenhouse Wealth Management
Connecticut
$108M +$7.02M +7% 7.45% 78.8% 53 5.66%
1CP
5719
17 Capital Partners
Arizona
$108M 10.1% 99
PSC
5720
Piper Sandler & Co
Minnesota
$108M -$12.8M -11% 0.02% 0.04% 18 16.67%
TC
5721
Tenret Company
Florida
$108M 5% 25
OWA
5722
Opal Wealth Advisors
New York
$107M +$15.5M +17% 7.73% 55.6% 94 22.34%
APC
5723
Aristotle Pacific Capital
California
$107M -$46.8M -30% 3.24% 1.84% 22 22.73%
DAM
5724
Derbend Asset Management
Georgia
$107M 9.43% 23.9% 87
BCG
5725
Barington Capital Group
New York
$107M +$12.3M +13% 24.2% 71.1% 13 15.38%