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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
AW
6151
Apricus Wealth
South Carolina
$152M +$11.7M +8% 6.76% 78.8% 96 7.29%
KA
6152
Kearns & Associates
California
$152M +$17.7M +13% 5.78% 69.4% 44 6.82%
DIS
6153
Diversified Investment Strategies
Louisiana
$152M +$8.58M +6% 8.13% 86% 50 4%
MIM
6154
Merrion Investment Management
New Jersey
$152M +$6.08M +4% 5.41% 166% 103 5.83%
PFA
6155
Petra Financial Advisors
Colorado
$152M +$12.5M +9% 8.07% 129% 151 27.15%
MWM
6156
Melfa Wealth Management
Massachusetts
$152M +$8.43M +6% 6.29% 42.9% 203 2.96%
CCP
6157
Cassia Capital Partners
North Carolina
$151M -$190K -0.1% 5.55% 45.8% 60 6.67%
AFR
6158
Applied Fundamental Research
Massachusetts
$151M +$15.5M +11% 16% 38% 13 7.69%
BC
6159
Barnett & Company
Tennessee
$151M +$12.1M +9% 7.69% 50.8% 87 17.24%
SWMG
6160
Sard Wealth Management Group
Georgia
$151M +$8.87M +6% 6.14% 47 6.38%
EI
6161
Ecofi Investissements
France
$151M -$28.7M -16% 5.12% 42 7.14%
SFP
6162
Strategic Financial Planning
Texas
$151M +$12.6M +9% 8.13% 35% 37 8.11%
SMA
6163
Seven Mile Advisory
New Jersey
$151M +$15.2M +11% 4.12% 103% 178 16.85%
JAM
6164
Jacobs Asset Management
New York
$151M -$6.45M -4% 14.9% 79.5% 42 42.86%
RHAM
6165
Round Hill Asset Management
California
$151M -$5.69M -4% 6.89% 40.7% 62 3.23%
HAM
6166
Hedges Asset Management
Nevada
$151M +$11.8M +8% 7.85% 121 11.57%
TF
6167
Tenon Financial
New Jersey
$151M +$22.8M +18% 6% 46 15.22%
BMCM
6168
Black Maple Capital Management
Wisconsin
$151M -$2.09M -1% 3.75% 29.7% 131 51.91%
PCMC
6169
Planning Capital Management Corporation
Pennsylvania
$151M +$9.27M +7% 9.49% 925 37.84%
OM
6170
OV Management
Minnesota
$151M +$7.44M +5% 4.45% 63 12.7%
EC
6171
EJF Capital
Virginia
$150M +$15.5M +11% 15.5% 102% 110 22.73%
MAM
6172
MWA Asset Management
Massachusetts
$150M +$10M +7% 8.1% 131 9.92%
WPWM
6173
Western Pacific Wealth Management
Illinois
$150M +$18.1M +14% 10.7% 45.5% 266 18.42%
FDDB
6174
Fidelity D&D Bancorp
Pennsylvania
$150M +$18.4M +14% 7.69% 114 14.04%
MPIM
6175
McGinn Penninger Investment Management
Virginia
$150M +$3.17M +2% 3.02% 51.9% 26 7.69%