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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
SFP
6176
Strategic Financial Planning
Texas
$151M +$12.6M +9% 8.13% 47.5% 37 8.11%
SMA
6177
Seven Mile Advisory
New Jersey
$151M +$15.2M +11% 4.12% 131% 178 16.85%
JAM
6178
Jacobs Asset Management
New York
$151M -$6.45M -4% 14.9% 114% 42 42.86%
RHAM
6179
Round Hill Asset Management
California
$151M -$5.69M -4% 6.89% 43.2% 62 3.23%
HAM
6180
Hedges Asset Management
Nevada
$151M +$11.8M +8% 7.85% 121 11.57%
TF
6181
Tenon Financial
New Jersey
$151M +$22.8M +18% 6% 46 15.22%
BMCM
6182
Black Maple Capital Management
Wisconsin
$151M -$2.09M -1% 3.75% 35.7% 131 51.91%
PCMC
6183
Planning Capital Management Corporation
Pennsylvania
$151M +$9.27M +7% 9.49% 925 37.84%
OM
6184
OV Management
Minnesota
$151M +$7.44M +5% 4.45% 63 12.7%
EC
6185
EJF Capital
Virginia
$150M +$15.5M +11% 15.5% 127% 110 22.73%
MAM
6186
MWA Asset Management
Massachusetts
$150M +$10M +7% 8.1% 174% 131 9.92%
WPWM
6187
Western Pacific Wealth Management
Illinois
$150M +$18.1M +14% 10.7% 66.3% 266 18.42%
FDDB
6188
Fidelity D&D Bancorp
Pennsylvania
$150M +$18.4M +14% 7.69% 59.6% 114 14.04%
MPIM
6189
McGinn Penninger Investment Management
Virginia
$150M +$3.17M +2% 3.02% 51.9% 26 7.69%
GAAM
6190
Grand Alliance Asset Management
Hong Kong
$150M -$59.1M -28% 4.43% 14 42.86%
MCM
6191
Masterton Capital Management
New York
$150M +$9.97M +7% 12.1% 1.94% 27 51.85%
NAMNJ
6192
NorthStar Asset Management (New Jersey)
New Jersey
$150M +$5.68M +4% 5.28% 82 7.32%
WB
6193
West Bancorporation
Iowa
$150M +$14.7M +11% 6.95% 64.4% 101 9.9%
BRF
6194
B. Riley Financial
California
$150M +$26.7M +22% 31.8% 682% 18 27.78%
MF
6195
Meridian Financial
Massachusetts
$150M +$11.7M +8% 6.49% 52.8% 127 6.3%
CCM
6196
Chicago Capital Management
Illinois
$150M +$20.4M +16% 3.37% 295% 49 32.65%
WLG
6197
Williamson Legacy Group
Indiana
$150M +$15.2M +11% 8.28% 133 54.14%
VH
6198
Visionary Horizons
Tennessee
$150M +$12.8M +9% 6.63% 91 10.99%
CAM
6199
Costello Asset Management
Pennsylvania
$150M +$15.4M +11% 5.52% 65.9% 200 18%
LHWM
6200
Lake Hills Wealth Management
Texas
$149M +$10.1M +7% 4.78% 78.8% 58 29.31%