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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
PWH
6201
Priebe Wealth Holdings
Minnesota
$160M +$12.8M +9% 2.65% 80 20%
CCP
6202
Cassia Capital Partners
North Carolina
$160M +$3.44M +2% 2.11% 55% 61 8.2%
BP
6203
BCK Partners
New York
$160M -$2.89M -2% 1.44% 44.6% 27 11.11%
JRCM
6204
Jones Road Capital Management
New York
$160M -$45.7M -22% 2.71% 88.5% 38 36.84%
BFA
6205
Brown Financial Advisory
Alabama
$160M +$19.3M +14% 2.85% 66.3% 55 41.82%
TA
6206
Teton Advisors
New York
$160M -$35.1M -18% 5.39% 139% 194 7.22%
BFM
6207
Brooklands Fund Management
United Kingdom
$160M +$73.1M +84% 96 55.21%
SA
6208
Sylvest Advisors
Texas
$160M -$2.72M -2% 1.73% 79 16.46%
NAMNJ
6209
NorthStar Asset Management (New Jersey)
New Jersey
$160M +$2.95M +2% 3.14% 95 15.79%
MCM
6210
M1 Capital Management
Michigan
$160M -$25.2M -14% 3.27% 99 23.23%
JAM
6211
Jacobs Asset Management
New York
$160M -$6.31M -4% 2.98% 114% 34 20.59%
CC
6212
Citrine Capital
California
$160M +$24.1M +18% 4% 37 2.7%
WAL
6213
W Advisors LLC
Tennessee
$160M -$1.9M -1% 2.33% 73.8% 126 14.29%
SWM
6214
Salvus Wealth Management
New Jersey
$159M +$2.71M +2% 0.8% 104% 128 13.28%
CASB
6215
Cape Ann Savings Bank
Massachusetts
$159M -$10.4M -6% 1.19% 72.7% 94 9.57%
WAC
6216
William Allan Corp
Colorado
$159M -$3.23M -2% 1.56% 84.7% 56 16.07%
SSCM
6217
Spectrum Strategic Capital Management
Oregon
$159M +$715K +0.5% 4.63% 33 12.12%
WWC
6218
Waypoint Wealth Counsel
Georgia
$159M +$5.99M +4% 1.08% 96.6% 124 21.77%
BGWM
6219
Bridge Generations Wealth Management
Florida
$159M +$7.86M +5% 0.5% 151 35.76%
FIC
6220
FCG Investment Company
Tennessee
$159M -$5.22M -3% 4.7% 110 47.27%
BFG
6221
Baron Financial Group
New Jersey
$159M -$2.29M -1% 0.65% 52.1% 50 6%
SC
6222
Seldon Capital
California
$159M -$85.4M -35% 1.97% 604% 69 18.84%
AWM
6223
Avondale Wealth Management
Texas
$159M +$2.83M +2% 4.17% 78.6% 119 10.08%
SWIM
6224
Smallwood Wealth Investment Management
New Jersey
$159M +$12.2M +8% 0.64% 67.4% 507 83.83%
BC
6225
Blantyre Capital
United Kingdom
$159M -$18.5M -10% 12% 1 0%