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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
BFM
5776
Broadview Financial Management
Wisconsin
$135M -$5.36M -4% 5.42% 52.4% 50 6%
AIA
5777
Arrow Investment Advisors
Maryland
$135M -$6.17M -4% 3.27% 36.3% 103 37.86%
ABG
5778
Ally Bridge Group
New York
$135M -$151M -53% 10.5% 826% 31 35.48%
RTC
5779
Riverview Trust Company
Washington
$135M -$35.6M -21% 4.97% 87.6% 721 67.68%
GEH
5780
General Equity Holdings
New York
$135M -$32.8M -20% 22.2% 775% 16 37.5%
CWM
5781
Cahill Wealth Management
Michigan
$135M 3.69% 24.7% 41
PCG
5782
Prosperity Consulting Group
Maryland
$135M +$1.39M +1% 3.64% 66.8% 101 10.89%
BFG
5783
Buttonwood Financial Group
Missouri
$135M 1.98% 73.1% 19
CIA
5784
Cohen Investment Advisors
New Hampshire
$135M -$5.75M -4% 2.14% 76.2% 80 3.75%
FCM
5785
Fairbanks Capital Management
California
$134M -$3.2M -2% 1.24% 81.3% 52 5.77%
DTC
5786
Davidson Trust Company
Washington
$134M -$11.1M -8% 2.3% 64.6% 131 9.92%
SNBOSCI
5787
Security National Bank of Sioux City Iowa
Iowa
$134M -$11.1M -8% 0.24% 52.4% 96 9.38%
SL
5788
Savior LLC
Massachusetts
$134M -$2.71B -95% 2.38% 88.1% 207 20.77%
AIM
5789
Aurora Investment Managers
Florida
$134M +$29.9M +29% 8.3% 47% 52 53.85%
KC
5790
Kellner Capital
New York
$134M -$84.2M -39% 11.7% 390% 48 77.08%
I
5791
IMPACTfolio
Colorado
$134M +$20.2M +18% 7.05% 51.2% 58 34.48%
AIA
5792
Acute Investment Advisory
Arizona
$134M -$3M -2% 3.34% 15.3% 69 65.22%
MP
5793
Marlowe Partners
New York
$134M -$42.4M -24% 8.75% 16.3% 10 30%
TPWM
5794
Twelve Points Wealth Management
Massachusetts
$134M +$10.4M +8% 2.41% 50.7% 188 20.74%
BWM
5795
Boyd Wealth Management
California
$134M -$3.99M -3% 5.41% 51.1% 43 16.28%
TC
5796
Tatro Capital
Kentucky
$134M -$5.54M -4% 4.56% 103 28.16%
DU
5797
Delphia (USA)
Ontario, Canada
$134M +$39.4M +42% 3.03% 425 61.41%
NCG
5798
Newport Capital Group
New Jersey
$133M -$1.53M -1% 3.86% 60 3.33%
FCMI
5799
Foresite Capital Management II
California
$133M -$130M -49% 48.9% 66.2% 2 50%
CNFG
5800
Creegan & Nassoura Financial Group
New Hampshire
$133M +$1.26M +1% 0% 52.6% 77 1.3%