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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
DAM
5976
Diamant Asset Management
Connecticut
$149M +$5.43M +4% 5.65% 63.6% 74 4.05%
TFA
5977
Tranquilli Financial Advisor
New Jersey
$149M -$581K -0.4% 1.12% 47.8% 111 6.31%
CMBA
5978
C.M. Bidwell & Associates
Hawaii
$149M +$2.46M +2% 1.53% 59.8% 537 22.16%
VFG
5979
V2 Financial group
Illinois
$149M +$2.71M +2% 0.35% 47.5% 82 13.41%
MRI
5980
Mad River Investors
Massachusetts
$149M +$5.19M +4% 11.9% 206% 27 0%
MW
5981
Members Wealth
Pennsylvania
$149M 2.67% 108
BCM
5982
BluePointe Capital Management
California
$149M +$3.42M +2% 3.94% 88 3.41%
PCM
5983
Palouse Capital Management
Washington
$149M -$2.48M -2% 0.07% 67.8% 156 32.05%
MWM
5984
Massachusetts Wealth Management
Massachusetts
$149M +$7.06M +5% 0.96% 77.9% 95 6.32%
IFPL
5985
Investments & Financial Planning LLC
Kentucky
$149M +$3.03M +2% 1.39% 51.1% 34 5.88%
SMP
5986
Santa Monica Partners
Florida
$149M +$4.27M +3% 5.19% 123% 16 0%
FCMI
5987
Foresite Capital Management IV
California
$149M -$49.1M -25% 15.5% 149% 5 20%
SM
5988
Sabby Management
Florida
$149M -$24.6M -14% 10.5% 95.9% 66 60.61%
MGWA
5989
Monument Group Wealth Advisors
Massachusetts
$149M +$13.7M +10% 0.72% 50 10%
CBT
5990
CoreFirst Bank & Trust
Kansas
$149M -$11.3M -7% 1.68% 53.4% 357 66.39%
CCM
5991
Candelo Capital Management
New York
$149M -$14.7M -9% 6.1% 40 60%
FOFP
5992
Fee-Only Financial Planning
South Carolina
$149M +$377K +0.3% 1.51% 54.6% 41 2.44%
WAM
5993
Walker Asset Management
Missouri
$149M -$2.8M -2% 1.46% 75.9% 143 7.69%
M1FG
5994
Mach-1 Financial Group
Arkansas
$149M +$17.2M +13% 2.51% 74.3% 89 30.34%
KCM
5995
Knoll Capital Management
Florida
$148M -$12.3M -8% 6.21% 269% 35 2.86%
CIA
5996
Cascade Investment Advisors
Oregon
$148M -$5.3M -3% 1.95% 71.4% 118 8.47%
AL
5997
ADE LLC
Maryland
$148M -$1.09M -0.7% 1.87% 40% 82 6.1%
NWM
5998
Napa Wealth Management
California
$148M -$41.7M -22% 1.66% 134 61.19%
JFG
5999
JDM Financial Group
Texas
$148M +$10.9M +8% 2.92% 51.5% 225 7.11%
ADMI
6000
Albert D. Mason Inc
Massachusetts
$148M -$13.8M -9% 1.89% 82% 160 11.88%