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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 Avg Holding
Period (Yrs)
BPFA
6326
Barnes Pettey Financial Advisors
Mississippi
$77.4M -$5.19M -6% 18.2% 79.7% 98 16.33% 0.4
HIH
6327
HRS Investment Holdings
New York
$77.4M -$9.64M -11% 15.6% 21.5% 2 0% 1.9
CCMW
6328
Cypress Capital Management (Wyoming)
Wyoming
$77.4M -$7.11M -8% 8.87% 161% 207 22.71% 3
BI
6329
Bregal Investments
New York
$77.4M -$65.7M -46% 45.9% – 1 0% 1.5
BNAGPJ
6330
Bregal North America General Partner Jersey
Jersey
$77.4M -$65.7M -46% 45.9% 71.3% 1 0% 1.5
BSI
6331
Bregal Sagemount I
Jersey
$77.4M -$65.7M -46% 45.9% 71.3% 1 0% 1.5
PWM
6332
Peterson Wealth Management
Nevada
$77.4M -$71.7M -48% 9.17% 78% 63 33.33% 1.5
FGIM
6333
First Growth Investment Manager
California
$77.4M -$59.9M -44% 30.5% – 37 24.32% 1.1
KWA
6334
Kellett Wealth Advisors
Ohio
$77.4M -$49.3M -39% 12% 76.3% 73 32.88% 0.4
AC
6335
Avant Capital
Louisiana
$77.3M -$12.1M -14% 13.1% – 55 3.64% 0.5
BCM
6336
Barrier Capital Management
California
$77.3M -$35.7M -32% 23.5% 216% 18 33.33% 0.4
VAM
6337
Vazirani Asset Management
New York
$77.2M -$39.2M -34% 3.07% 436% 72 79.17% 0.2
SEA
6338
Stegent Equity Advisors
Texas
$77.1M -$41.6M -35% 4.75% 96.4% 106 47.17% 0.4
OCM
6339
Orser Capital Management
Texas
$77M -$86.7M -53% 16.8% 128% 85 44.71% 3.1
Two Seas Capital
6340
Two Seas Capital
New York
$76.8M -$42.5M -36% 14.7% 344% 12 33.33% 0.5
ECP
6341
Elemental Capital Partners
California
$76.8M -$40M -34% 30.8% – 7 0% 1.1
MCAI
6342
Meritech Capital Associates IV
California
$76.7M -$5.09M -6% 4.09% – 2 0% 0.5
MFA
6343
Morling Financial Advisors
California
$76.6M -$2.46M -3% 20.4% 91.2% 90 27.78% 0.4
FW
6344
Fidato Wealth
Ohio
$76.6M -$15.1M -16% 15.2% 61.1% 7 28.57% 0.5
SF
6345
SBK Financial
Virginia
$76.6M -$23.8M -24% 14.9% – 74 12.16% 0.5
VF
6346
Vista Finance
Missouri
$76.5M +$9.05M +13% 2.18% 47% 66 72.73% 0.2
CCFP
6347
Charles Carroll Financial Partners
Massachusetts
$76.5M -$20M -21% 15.7% – 49 30.61% 0.4
BVLP
6348
Bailey Value Limited Partnership
Massachusetts
$76.5M -$16.1M -17% 12.6% – 11 0% 0.5
NAM
6349
Nationwide Asset Management
Ohio
$76.4M -$65.5M -46% 13.6% 8.56% 10 30% 2.1
SCMC
6350
Serent Capital Management Company
California
$76.4M -$6.41M -8% 7.73% – 1 0% 0.5