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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
6201
Barnes Pettey Financial Advisors
Mississippi
$105M +$7.73M +8% 6.97% 79.7% 106 8.49%
WFAG
6202
Worth Financial Advisory Group
North Carolina
$105M +$18.6M +22% 6.47% 82.9% 123 17.07%
AMAL
6203
Asset Management Advisors LLC
Oklahoma
$105M +$3.26M +3% 5.09% 124% 17 11.76%
BCM
6204
Barden Capital Management
Texas
$105M +$7.06M +7% 8.3% 73.4% 73 13.7%
SCA
6205
Sippican Capital Advisors
Massachusetts
$105M +$62.5K +0.1% 0.9% 90.1% 104 8.65%
EAM
6206
Empirical Asset Management
Massachusetts
$105M +$9.55M +10% 3.65% 94.5% 206 50.49%
CSIA
6207
Carl Stuart Investment Advisor
Texas
$104M -$3.71M -3% 11.4% 84.4% 54 81.48%
PWM
6208
Peterson Wealth Management
Nevada
$104M +$6.38M +7% 4.53% 78% 59 6.78%
ACM
6209
Alcosta Capital Management
California
$104M +$5.2M +5% 19% 175% 35 28.57%
AA
6210
Axiom Advisory
California
$104M +$9.96M +11% 8.1% 16.4% 30 13.33%
FA
6211
Financial Alternatives
California
$104M +$3.66M +4% 4.81% 50.2% 80 7.5%
OW
6212
Olistico Wealth
Oklahoma
$104M +$11.9M +13% 10.9% 95.8% 105 12.38%
WBCM
6213
Wilson & Boucher Capital Management
California
$104M +$6.49M +7% 4.99% 69.8% 104 6.73%
DA
6214
Dover Advisors
Virginia
$104M +$11.3M +12% 6.29% 65% 101 12.87%
YEPX
6215
Yorktown Energy Partners X
New York
$104M -$6.7M -6% 3.98% 95.8% 4 0%
CI
6216
CPR Investments
Michigan
$104M +$3.33M +3% 3.83% 79.3% 57 71.93%
KWA
6217
Kellett Wealth Advisors
Ohio
$104M +$924K +0.9% 1.67% 68.1% 59 15.25%
BFA
6218
Brown Financial Advisory
Alabama
$104M +$6.95M +7% 5.62% 66.3% 31 16.13%
HWMT
6219
Heritage Wealth Management (Texas)
Texas
$104M +$5.27M +5% 4.01% 52.3% 28 17.86%
GWMI
6220
Guardian Wealth Management (Illinois)
Illinois
$104M +$2.21M +2% 3.02% 103% 263 11.41%
TPM
6221
Totem Point Management
New York
$104M +$30M +41% 29.5% 577% 18 50%
SC
6222
Swan Capital
Florida
$104M 7.02% 47.9% 27
PCC
6223
Park Circle Company
Maryland
$104M -$2.88M -3% 0.52% 70.5% 120 15.83%
BCM
6224
Basso Capital Management
Connecticut
$103M +$10.3M +11% 5.22% 85.5% 83 15.66%
OIM
6225
Oracle Investment Management
Connecticut
$103M -$16.6M -14% 18.2% 865% 35 54.29%