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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
CAP
6076
Columbia Advisory Partners
Washington
$106M +$1.02M +1% 3.3% 63.7% 75 40%
SGWM
6077
Sterling Group Wealth Management
California
$106M +$4.4M +4% 6.59% 54.6% 53 15.09%
CAM
6078
Campion Asset Management
Virginia
$106M +$4.12M +4% 3.18% 59.3% 93 6.45%
GWM
6079
Greenhouse Wealth Management
Connecticut
$106M +$6.56M +7% 6.48% 65.7% 55 9.09%
OFA
6080
Oaktree Fund Advisors
California
$106M +$39M +58% 8.59% 138% 46 8.7%
AFCM
6081
Alta Fox Capital Management
Texas
$106M -$29.1M -22% 21% 228% 17 52.94%
UCB
6082
United Community Bank
South Carolina
$106M +$2.45M +2% 4.37% 60% 257 13.23%
YEPV
6083
Yorktown Energy Partners VIII
New York
$106M -$33.9M -24% 24.1% 15.2% 2 0%
GCM
6084
GeoSphere Capital Management
Florida
$106M -$302K -0.3% 13.7% 419% 44 75%
CCG
6085
Capital CS Group
California
$106M +$15.1M +17% 18.8% 11.6% 80 60%
BFP
6086
Briaud Financial Planning
Texas
$106M -$17.9M -14% 6.2% 81.6% 25 24%
KGC
6087
Kennon-Green & Company
Ohio
$106M +$5.31M +5% 7.28% 43.4% 46 6.52%
SWIM
6088
Smallwood Wealth Investment Management
New Jersey
$106M -$12.6M -11% 5.58% 67.4% 76 21.05%
PMAM
6089
Penn Mutual Asset Management
Pennsylvania
$105M +$15.8M +18% 2.61% 28.7% 70 22.86%
SG
6090
Stagwell Group
Florida
$105M -$59.2M -36% 19.5% 8.47% 1 0%
WAM
6091
WealthTrust Asset Management
Florida
$105M +$1.73M +2% 6.66% 82.5% 83 31.33%
MFG
6092
Marmo Financial Group
Tennessee
$105M +$1.59M +2% 5.29% 47.5% 23 43.48%
CBNLCF
6093
Cognios Beta Neutral Large Cap Fund
Kansas
$105M +$864K +0.8% 0.94% 122 14.75%
TFP
6094
Tilia Fiduciary Partners
North Carolina
$105M +$898K +0.9% 8.26% 69.4% 526 5.13%
BOM
6095
Bank of Marin
California
$105M -$1.76M -2% 9.47% 67.1% 129 16.28%
MCM
6096
Masterton Capital Management
New York
$105M +$21.4M +26% 2.02% 3.52% 28 53.57%
MIM
6097
Merrion Investment Management
New Jersey
$105M -$2.66M -2% 5.91% 166% 95 10.53%
UI
6098
Unconventional Investor
New Hampshire
$105M +$6.11M +6% 4.49% 54.8% 33 9.09%
BPFA
6099
Barnes Pettey Financial Advisors
Mississippi
$105M +$7.73M +8% 6.97% 76% 106 8.49%
WFAG
6100
Worth Financial Advisory Group
North Carolina
$105M +$18.6M +22% 6.47% 60.9% 123 17.07%