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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
ACM
5851
Adalta Capital Management
New York
$209M -$14.9M -7% 3.72% 66.3% 101 16.83%
BFF
5852
Byrne Financial Freedom
Massachusetts
$209M -$8.96M -4% 3.64% 111 18.02%
SAM
5853
Sequent Asset Management
Texas
$209M -$16.2M -7% 1.01% 51.3% 101 12.87%
AIC
5854
Allodium Investment Consultants
Minnesota
$209M +$11.5M +6% 0.01% 53 3.77%
PAW
5855
Plan A Wealth
Nebraska
$209M +$4.32M +2% 2.46% 192 17.19%
BCA
5856
Bernzott Capital Advisors
California
$209M -$1.52M -0.7% 0.09% 46.6% 43 20.93%
BCM
5857
Beartown Capital Management
Michigan
$209M +$70.3M +51% 6.98% 57 50.88%
AL
5858
ADE LLC
Maryland
$209M +$2.1M +1% 1.79% 40% 89 7.87%
MIM
5859
Marshall Investment Management
Colorado
$208M +$9.4M +5% 0.94% 277 73.65%
SIAM
5860
Sterling Investment Advisors (Missouri)
Missouri
$208M +$1.8M +0.9% 0.08% 37.8% 40 2.5%
EM
5861
ELCO Management
New York
$208M +$49.8M +31% 8.85% 86.3% 178 16.85%
SPFA
5862
Summit Place Financial Advisors
New Jersey
$208M +$1.77M +0.9% 2.18% 89.4% 115 22.61%
GP
5863
Geneva Partners
Wisconsin
$208M -$72.6M -26% 13.2% 252% 84 42.86%
SWM
5864
Steinberganna Wealth Management
New York
$208M -$5.27M -2% 3.74% 143 18.88%
ASBI
5865
American State Bank (Iowa)
Iowa
$208M +$221K +0.1% 1.35% 138% 139 4.32%
BWM
5866
BlackDiamond Wealth Management
New York
$208M +$2.93M +1% 1.64% 53.8% 220 16.36%
EPG
5867
Estate Planners Group
Pennsylvania
$208M -$22.5M -10% 7.76% 471 85.35%
MCP
5868
Miller Capital Partners
Michigan
$208M +$9.56M +5% 7.5% 270 4.44%
CRC
5869
Catawba River Capital
South Carolina
$208M -$16.8M -7% 3.56% 89.5% 24 8.33%
MIP
5870
Ma Investment Partnership
California
$208M +$93.4M +82% 63.3% 10 20%
WI
5871
Wealth Intelligence
Georgia
$208M +$6.44M +3% 0.52% 66 28.79%
FHWM
5872
Fox Hill Wealth Management
Massachusetts
$208M -$7.28M -3% 0.31% 124 13.71%
HB
5873
Horizon Bancorp
Indiana
$208M +$2.44M +1% 0.34% 22.7% 213 12.21%
BC
5874
BDFS Capital
Delaware
$208M +$9.66M +5% 0.12% 148 16.89%
KIC
5875
Kensington Investment Counsel
California
$208M -$38.5M -16% 0.13% 61.6% 109 28.44%