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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
UAML
6326
US Asset Management LLC
Pennsylvania
$97.9M +$5.23M +6% 9.86% 245 4.9%
BWM
6327
BlackDiamond Wealth Management
New York
$97.7M +$9.46M +11% 5.13% 70.8% 130 28.46%
UONDDL
6328
University of Notre Dame du Lac
Indiana
$97.6M -$14.9M -13% 0.04% 1 0%
DWA
6329
Delap Wealth Advisory
Oregon
$97.5M +$1.89M +2% 5.78% 66.1% 74 32.43%
BIA
6330
Benchmark Investment Advisors
Illinois
$97.4M +$2.71M +3% 16.5% 97 12.37%
KOMWMG
6331
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$97.2M +$10.3M +12% 4.1% 60.2% 132 55.3%
CNWM
6332
Clay Northam Wealth Management
California
$97.2M +$10.4M +12% 14.8% 107% 85 14.12%
CAM
6333
Costello Asset Management
Pennsylvania
$97.2M -$13.8M -12% 2.49% 65.9% 223 8.07%
FWMM
6334
Foundation Wealth Management (Missouri)
Missouri
$97.1M -$1.33M -1% 5.64% 64% 41 17.07%
LFGH
6335
Lee Financial Group Hawaii
Hawaii
$97.1M -$4.58M -5% 2.33% 12.9% 41 48.78%
GITFIT
6336
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$97.1M +$26.6M +38% 17.6% 105% 131 38.93%
WFS
6337
Walker Financial Services
Kentucky
$97M $0 0% 2.19% 18.9% 24 0%
MWM
6338
Massachusetts Wealth Management
Massachusetts
$97M -$6.54M -6% 1.08% 106% 81 2.47%
MCM
6339
McDonough Capital Management
Florida
$96.9M +$10.6M +12% 14.3% 98.1% 41 0%
LJCM
6340
Lee Johnson Capital Management
Texas
$96.8M +$43.2M +80% 11.5% 118% 26 42.31%
AI
6341
Acuitas Investments
Washington
$96.8M -$2.33M -2% 16.3% 145% 48 31.25%
MCA
6342
Martin Capital Advisors
Texas
$96.8M +$7.33M +8% 14.6% 117% 62 3.23%
BP
6343
BFAM Partners
Hong Kong
$96.7M +$4.3M +5% 4.74% 36.4% 12 66.67%
AC
6344
Amitell Capital
Singapore
$96.6M -$8.4M -8% 9.21% 196% 41 41.46%
LC
6345
LTG Capital
Massachusetts
$96.6M +$3.82M +4% 4.51% 56% 26 0%
ABLA
6346
Alan B. Lancz & Associates
Ohio
$96.5M -$2.55M -3% 7.33% 192 11.98%
JGGDR
6347
JGP Global Gestao de Recursos
Brazil
$96.4M -$44.2M -31% 9.54% 206% 81 48.15%
SFS
6348
Starfox Financial Services
Texas
$96.3M -$3.99M -4% 5.26% 27 18.52%
MWM
6349
Maripau Wealth Management
Indiana
$96.2M +$32.9K +0% 6.17% 55.6% 82 8.54%
NF
6350
Nvest Financial
New Hampshire
$96M +$16.1M +20% 6.01% 92.8% 64 21.88%