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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
BWA
5876
BlueChip Wealth Advisors
Georgia
$155M +$12.4M +9% 6.88% 132 20.45%
OFM
5877
Omega Fund Management
Massachusetts
$155M +$31.6M +26% 73.9% 112% 14 21.43%
FPW
5878
Flagship Private Wealth
Massachusetts
$155M +$25.1M +19% 7.98% 50.5% 93 16.13%
HM
5879
Heronetta Management
New York
$155M +$13.7M +10% 10.7% 59.7% 23 0%
EFIC
5880
Eliot Finkel Investment Counsel
California
$155M +$5.95M +4% 7.51% 55.2% 30 3.33%
SI
5881
SQN Investors
California
$155M -$4.91M -3% 3.98% 24 50%
LCM
5882
LCM Capital Management
Illinois
$155M +$16.5M +12% 14.8% 89.1% 95 8.42%
DFG
5883
Delphi Financial Group
Delaware
$155M -$15.9M -9% 8.94% 48.5% 23 8.7%
BMCM
5884
Burns Matteson Capital Management
New York
$155M +$12.3M +9% 9.48% 144% 180 38.89%
EAM
5885
Eschler Asset Management
United Kingdom
$155M +$28.5M +23% 21.8% 205% 127 64.57%
CGC
5886
Continental Grain Company
New York
$154M +$10.7M +7% 5.51% 5.22% 3 33.33%
ICM
5887
Intrepid Capital Management
Florida
$154M +$8.07M +6% 7.18% 60% 120 29.17%
CIA
5888
Cohen Investment Advisors
New Hampshire
$154M +$18.5M +14% 8.93% 76.2% 77 1.3%
LWM
5889
Lakeridge Wealth Management
Ohio
$154M +$16M +12% 8.94% 140 10.71%
CSIA
5890
Carl Stuart Investment Advisor
Texas
$154M +$5.73M +4% 8.85% 78.6% 32 56.25%
OPWM
5891
Oxinas Partners Wealth Management
Indiana
$154M +$13.1M +9% 7.59% 91.4% 132 15.15%
FGG
5892
Financial Guidance Group
Florida
$154M +$10.1M +7% 5.95% 52% 58 10.34%
TWP
5893
Tower Wealth Partners
Pennsylvania
$154M +$12.5M +9% 6.63% 45.2% 59 6.78%
HWMT
5894
Heritage Wealth Management (Texas)
Texas
$154M +$12M +8% 6.54% 42.8% 36 2.78%
ACP
5895
Acuta Capital Partners
California
$154M -$23.7M -13% 51% 7,472% 45 40%
GWAM
5896
Guardian Wealth Advisors (Minnesota)
Minnesota
$154M +$10.5M +7% 7.03% 45.6% 81 9.88%
CIA
5897
Cascade Investment Advisors
Oregon
$154M +$13M +9% 8.55% 71.4% 118 10.17%
BAM
5898
Boyar Asset Management
New York
$153M +$20.1M +15% 10.9% 58.4% 83 6.02%
YWM
5899
Yoder Wealth Management
California
$153M +$11.5M +8% 5.86% 58.9% 111 15.32%
OIM
5900
Opus Investment Management
Massachusetts
$153M -$21.1M -12% 6.55% 44.3% 40 5%