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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
BPFA
6151
Barnes Pettey Financial Advisors
Mississippi
$109M -$6.72M -6% 3.59% 79.7% 101 5.94%
TWM
6152
Trevian Wealth Management
Massachusetts
$109M +$96.4M +769% 3.04% 94.1% 31 61.29%
MWM
6153
Massachusetts Wealth Management
Massachusetts
$109M +$4.37M +4% 1.05% 106% 88 10.23%
BCM
6154
BML Capital Management
Indiana
$109M -$2.27M -2% 2.01% 349% 33 27.27%
OFM
6155
Omega Fund Management
Massachusetts
$109M -$69.6M -39% 27.9% 106% 12 0%
BCM
6156
BluePath Capital Management
Georgia
$109M 1.04% 101% 335
WCM
6157
Washington Capital Management
Washington
$109M -$8.78M -7% 1.7% 76.9% 114 19.3%
CAM
6158
Costello Asset Management
Pennsylvania
$109M -$7.98M -7% 5.04% 65.9% 207 10.14%
PIA
6159
Panoramic Investment Advisors
Colorado
$109M 2.74% 99
MWM
6160
Maripau Wealth Management
Indiana
$109M -$3.66M -3% 3.65% 55.6% 116 26.72%
YRHAM
6161
Yong Rong (HK) Asset Management
Hong Kong
$109M -$119M -52% 12.9% 2,310% 28 75%
SFP
6162
Strategic Financial Planning
Texas
$109M -$4.38M -4% 4.37% 47.5% 32 6.25%
AIM
6163
Aquila Investment Management
New York
$109M -$13.7M -11% 3.22% 53.3% 91 16.48%
JFG
6164
JDM Financial Group
Texas
$108M -$6.63M -6% 4.2% 56.7% 213 3.76%
HWM
6165
Howard Wealth Management
Connecticut
$108M -$6.85M -6% 3.76% 60.3% 102 6.86%
DWMS
6166
Dominguez Wealth Management Solutions
Virginia
$108M -$6.09M -5% 5.1% 47.2% 59 5.08%
DJFS
6167
Dean Jacobson Financial Services
Texas
$108M -$2.22M -2% 3.42% 55.7% 14 14.29%
CAM
6168
Campion Asset Management
Virginia
$108M -$3.89M -3% 3.84% 70.2% 98 6.12%
CP
6169
Castleview Partners
Texas
$108M -$2.78M -3% 2.77% 54.5% 782 26.34%
AGFVA
6170
Accel Growth Fund V Associates
California
$108M -$10.8M -9% 9% 1.17% 2 0%
BFM
6171
Broadview Financial Management
Wisconsin
$108M -$9M -8% 4.4% 52.4% 40 10%
GCGDR
6172
Geo Capital Gestora de Recursos
Brazil
$108M -$21.1M -16% 5.22% 30.7% 41 2.44%
FA
6173
Financial Alternatives
California
$108M -$2.47M -2% 3.92% 50.2% 79 5.06%
Vanguard Capital Wealth Advisors
6174
Vanguard Capital Wealth Advisors
Colorado
$108M -$2.23M -2% 1.37% 225% 156 21.15%
AIFAIM
6175
American Institute for Advanced Investment Management
Arizona
$108M -$6.39M -6% 2.83% 72.8% 124 12.9%