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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
TWM
6001
Trevian Wealth Management
Massachusetts
$109M +$96.4M +769% 3.04% 94.1% 31 61.29%
MWM
6002
Massachusetts Wealth Management
Massachusetts
$109M +$4.37M +4% 1.05% 77.9% 88 10.23%
BCM
6003
BML Capital Management
Indiana
$109M -$2.27M -2% 2.01% 395% 33 27.27%
OFM
6004
Omega Fund Management
Massachusetts
$109M -$69.6M -39% 27.9% 112% 12 0%
WCM
6005
Washington Capital Management
Washington
$109M -$8.78M -7% 1.7% 76.9% 114 19.3%
CAM
6006
Costello Asset Management
Pennsylvania
$109M -$7.98M -7% 5.04% 55% 207 10.14%
MWM
6007
Maripau Wealth Management
Indiana
$109M -$3.66M -3% 3.65% 45% 116 26.72%
SFP
6008
Strategic Financial Planning
Texas
$109M -$4.38M -4% 4.37% 35% 32 6.25%
AIM
6009
Aquila Investment Management
New York
$109M -$13.7M -11% 3.22% 53.3% 91 16.48%
JFG
6010
JDM Financial Group
Texas
$108M -$6.63M -6% 4.2% 51.5% 213 3.76%
HWM
6011
Howard Wealth Management
Connecticut
$108M -$6.85M -6% 3.76% 60.3% 102 6.86%
DWMS
6012
Dominguez Wealth Management Solutions
Virginia
$108M -$6.09M -5% 5.1% 47.2% 59 5.08%
DJFS
6013
Dean Jacobson Financial Services
Texas
$108M -$2.22M -2% 3.42% 44.2% 14 14.29%
CAM
6014
Campion Asset Management
Virginia
$108M -$3.89M -3% 3.84% 59.3% 98 6.12%
CP
6015
Castleview Partners
Texas
$108M -$2.78M -3% 2.77% 54.5% 782 26.34%
AGFVA
6016
Accel Growth Fund V Associates
California
$108M -$10.8M -9% 9% 7.63% 2 0%
BFM
6017
Broadview Financial Management
Wisconsin
$108M -$9M -8% 4.4% 41.8% 40 10%
GCGDR
6018
Geo Capital Gestora de Recursos
Brazil
$108M -$21.1M -16% 5.22% 30.7% 41 2.44%
FA
6019
Financial Alternatives
California
$108M -$2.47M -2% 3.92% 42.6% 79 5.06%
VCWA
6020
Vanguard Capital Wealth Advisors
Colorado
$108M -$2.23M -2% 1.37% 225% 156 21.15%
AIFAIM
6021
American Institute for Advanced Investment Management
Arizona
$108M -$6.39M -6% 2.83% 72.8% 124 12.9%
ZC
6022
Zeit Capital
Colorado
$108M -$4.05M -4% 3.57% 42.8% 30 0%
SCGDR
6023
Sharp Capital Gestora de Recursos
Brazil
$108M -$32.6M -23% 0.43% 201% 3 0%
RLWM
6024
RF&L Wealth Management
Massachusetts
$108M -$1.87M -2% 2.46% 69.9% 54 5.56%
RG
6025
Richelieu Gestion
France
$108M -$12.4M -10% 4.11% 81 24.69%