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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
UAM
5826
Unison Asset Management
Florida
$121M +$8.94M +8% 9.95% 84% 25 0%
BIA
5827
Benchmark Investment Advisors
Illinois
$121M 9.68% 101
AWG
5828
Altus Wealth Group
Colorado
$121M +$20.7M +21% 10.1% 68.6% 116 8.62%
MCA
5829
Maryland Capital Advisors
Maryland
$121M 3.26% 189
KCFA
5830
Key Client Fiduciary Advisors
New Jersey
$121M 5.43% 95.1% 132
FA
5831
Financial Advantage
Maryland
$121M +$5.87M +5% 5.03% 24.3% 135 11.85%
FCT
5832
First Community Trust
Iowa
$121M 11% 111% 375
CBCM
5833
Cook & Bynum Capital Management
Alabama
$121M -$1.38M -1% 0.9% 39.2% 5 0%
KAM
5834
Kopion Asset Management
Texas
$121M -$4.16M -3% 0.13% 67.1% 19 10.53%
SC
5835
Stephens Consulting
Michigan
$121M 6.98% 50.1% 682
CAM
5836
Campion Asset Management
Virginia
$121M +$8.41M +7% 8.61% 59.3% 102 11.76%
GFWEX
5837
G.F.W. Energy XII
Texas
$121M +$23.9M +25% 16.4% 68.9% 7 42.86%
FWM
5838
Finer Wealth Management
Massachusetts
$120M 10.5% 117% 76
BA
5839
Bluesphere Advisors
Pennsylvania
$120M +$16.3M +16% 11.7% 81.4% 95 12.63%
VWA
5840
VERITY Wealth Advisors
United States
$120M +$8.58M +8% 6.96% 59.9% 68 13.24%
AWM
5841
Alterna Wealth Management
Texas
$120M 5.28% 48% 129
TDC
5842
Thompson Davis & Co
Virginia
$120M 100% 200% 124
TC
5843
TAGStone Capital
North Carolina
$120M 7.27% 50.8% 70
SPA
5844
Shore Point Advisors
New Jersey
$120M 3.47% 51.4% 214
DJFS
5845
Dean Jacobson Financial Services
Texas
$120M 8.38% 44.2% 7
FHC
5846
Fort Henry Capital
West Virginia
$120M +$6.27M +6% 5.13% 37% 13 0%
BBHBI
5847
B, B, H, & B Inc
Alabama
$120M +$10.2M +9% 6.74% 35 11.43%
UOMF
5848
University of Massachusetts Foundation
Massachusetts
$120M +$5.98M +5% 4.47% 53.6% 5 0%
MFC
5849
Morris Financial Concepts
South Carolina
$120M 7.64% 46.7% 112
WF
5850
Warner Financial
Maryland
$120M 7% 62.1% 84