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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
HM
6001
Heronetta Management
New York
$164M +$7.23M +5% 5.69% 59.7% 23 0%
SOWBOCOPL
6002
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$164M -$252M -61% 2.87% 4.83% 16 62.5%
BFG
6003
Baron Financial Group
New Jersey
$164M +$6.27M +4% 6.58% 52.1% 47 0%
CMBA
6004
C.M. Bidwell & Associates
Hawaii
$164M +$14.2M +9% 6.28% 70.6% 560 25.18%
CTC
6005
Cetera Trust Company
Minnesota
$164M +$4.22M +3% 6.57% 411 3.41%
MA
6006
McBroom & Associates
Nevada
$163M +$3.87M +2% 6.67% 133% 35 8.57%
DCI
6007
Data Collective IV
California
$163M +$20.8M +15% 27.5% 317% 6 0%
LAM
6008
LifePro Asset Management
California
$163M +$23.9M +17% 5.98% 49% 178 43.82%
SM
6009
Salzhauer Michael
$163M +$34.7M +27% 11.4% 107% 99 17.17%
APGDR
6010
Absoluto Partners Gestao de Recursos
Brazil
$163M -$25.4M -13% 9.97% 78.7% 30 26.67%
OPWM
6011
Oxinas Partners Wealth Management
Indiana
$163M +$12.9M +9% 4.98% 91.4% 131 17.56%
DFA
6012
DHK Financial Advisors
New Hampshire
$163M +$19.9M +14% 9.11% 46.1% 93 30.11%
BWG
6013
Boomfish Wealth Group
Georgia
$163M +$8.44M +5% 6.54% 93 11.83%
M1FG
6014
Mach-1 Financial Group
Arkansas
$163M +$14.5M +10% 5.97% 83.4% 92 21.74%
EFIC
6015
Eliot Finkel Investment Counsel
California
$163M +$11.1M +7% 8.82% 88.9% 31 3.23%
MCM
6016
Mendel Capital Management
Arkansas
$163M +$8.21M +5% 6.96% 100 7%
SWM
6017
Salvus Wealth Management
New Jersey
$163M +$17.2M +12% 11.8% 104% 119 10.92%
SVBP
6018
Strategic Value Bank Partners
Ohio
$163M +$11.9M +8% 14.6% 98.1% 22 18.18%
AL
6019
ADE LLC
Maryland
$163M +$14.5M +10% 5.91% 52.2% 84 8.33%
SC
6020
Sagil Capital
United Kingdom
$163M -$32.2M -17% 2.6% 104% 26 53.85%
WAL
6021
W Advisors LLC
Tennessee
$162M +$9.92M +7% 5.69% 73.8% 120 9.17%
TF
6022
Tudor Financial
Ohio
$162M 7.82% 124
HCM
6023
Helios Capital Management
Singapore
$162M +$8.77M +6% 5.64% 50 0%
RB
6024
Richmond Brothers
Michigan
$162M +$112M +221% 5.93% 77.2% 38 55.26%
TGI
6025
TRV GP IV
Massachusetts
$162M -$40.1M -20% 9.77% 1,102% 3 0%