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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
WFC
5701
Western Financial Corp
California
$166M +$2.37M +1% 1.78% 260% 124 14.52%
BCM
5702
Banyan Capital Management
Georgia
$166M -$10.9M -6% 3.99% 52.7% 19 10.53%
CCM
5703
Cox Capital Management
Massachusetts
$165M +$3.23M +2% 2.07% 95.3% 78 20.51%
MFG
5704
Marmo Financial Group
Tennessee
$165M +$1.05M +0.6% 1.97% 47.5% 29 6.9%
BDCM
5705
Black Diamond Capital Management
Connecticut
$165M +$13.8M +9% 11.3% 28.3% 13 7.69%
DCM
5706
Delta Capital Management
New Jersey
$165M +$14.4M +10% 3.05% 125% 89 17.98%
MM
5707
MQS Management
New York
$165M -$9.05M -5% 6.53% 9.76% 692 81.21%
ACM
5708
Absolute Capital Management
Pennsylvania
$165M +$8.38M +5% 3.25% 91% 120 24.17%
CRC
5709
Catawba River Capital
South Carolina
$165M -$6.4M -4% 0.54% 89.5% 20 5%
MWM
5710
MBE Wealth Management
Wisconsin
$165M +$3.25M +2% 1.79% 60.9% 98 11.22%
CMAI
5711
Capital Management Associates Inc
Minnesota
$165M +$29.4M +22% 3.75% 88 23.86%
EBA
5712
Eagle Bay Advisors
New York
$165M +$6.51M +4% 2.82% 62.7% 1,011 5.84%
PPWM
5713
PFG Private Wealth Management
Florida
$165M +$5.99M +4% 1.46% 48.3% 250 12.8%
AIM
5714
Athena Investment Management
California
$165M -$1.75M -1% 1.08% 59.8% 151 3.31%
BCIM
5715
Bishop & Co Investment Management
Pennsylvania
$165M -$76.8M -32% 1.58% 47.6% 25 8%
SAM
5716
Soviero Asset Management
New York
$165M -$7.61M -4% 0.86% 503% 60 70%
SS
5717
Sound Stewardship
Kansas
$165M -$305K -0.2% 0.46% 43.2% 62 11.29%
RDIA
5718
RE Dickinson Investment Advisors
Iowa
$165M +$4.69M +3% 1.99% 2.24% 240 8.75%
DWM
5719
Dopkins Wealth Management
New York
$164M -$1.55M -0.9% 0.02% 64.4% 86 6.98%
HG
5720
Herbst Group
Connecticut
$164M +$2.88M +2% 4.48% 139% 66 9.09%
RA
5721
Regis Acquisition
Colorado
$164M -$310K -0.2% 0.39% 43 11.63%
WW
5722
Windle Wealth
Oklahoma
$164M +$7.01M +4% 5.08% 70.5% 29 0%
PF
5723
Prosperitas Financial
California
$164M +$7.93M +5% 5.7% 60 6.67%
HP
5724
HealthInvest Partners
Sweden
$164M -$349K -0.2% 1.01% 47 25.53%
UFAC
5725
Urban Financial Advisory Corp
Illinois
$164M +$1.07M +0.7% 0.82% 26 11.54%