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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
BAM
6401
Boyar Asset Management
New York
$176M +$18M +11% 2.42% 58.4% 82 13.41%
BC
6402
Birchview Capital
Vermont
$176M +$4.87M +3% 10.1% 233% 85 34.12%
TIM
6403
Tevis Investment Management
Texas
$176M +$9.5M +6% 2.45% 54.1% 125 36%
FPW
6404
Flywheel Private Wealth
California
$176M +$15.4M +10% 3.99% 108 25.93%
IIM
6405
InTrack Investment Management
Vermont
$175M -$3.3M -2% 1.1% 84.9% 117 15.38%
PFA
6406
Providence Financial Advisors
Kansas
$175M +$75.2M +75% 0.18% 63 22.22%
SWA
6407
Sterling Wealth Advisors
Florida
$175M +$9.68M +6% 0.95% 20 0%
TMWM
6408
Taylor & Morgan Wealth Management
Michigan
$175M -$3.13M -2% 2.24% 75.5% 83 8.43%
OA
6409
Oceanside Advisors
South Carolina
$175M +$10.3M +6% 2.06% 53 5.66%
HI
6410
Humankind Investments
New York
$175M -$47.9M -21% 4.71% 46.4% 28 64.29%
MWM
6411
Momentous Wealth Management
Washington
$175M -$1.37M -0.8% 0.43% 48 18.75%
BCVI
6412
Bain Capital Venture Investors
Massachusetts
$175M -$79.8M -31% 32.1% 82.1% 4 25%
BWM
6413
Braeburn Wealth Management
Michigan
$175M -$20.8M -11% 2.88% 100 31%
WMA
6414
William Mack & Associates
Michigan
$175M -$37.5M -18% 0.7% 94 24.47%
LTL
6415
Lowery Thomas LLC
California
$175M -$2.09M -1% 3.23% 55.8% 57 7.02%
CIM
6416
CenturyLink Investment Management
Colorado
$175M +$78M +81% 2.32% 3 66.67%
AWMM
6417
Aegis Wealth Management (Maryland)
Maryland
$175M -$2.05M -1% 0.84% 124 7.26%
CC
6418
Converium Capital
$175M +$47.8M +38% 0.64% 43 39.53%
BW
6419
Basepoint Wealth
Iowa
$175M +$10.2M +6% 2.76% 109% 665 13.38%
LWA
6420
LifeGoal Wealth Advisors
New York
$175M +$24.7M +16% 1.19% 117 41.03%
DWA
6421
Delos Wealth Advisors
Texas
$175M +$23.1M +15% 1.26% 46.2% 325 37.85%
SCM
6422
Sunbeam Capital Management
Georgia
$175M +$5.95M +4% 1.21% 114 12.28%
SC
6423
Scratch Capital
Idaho
$175M +$21.8M +14% 0.21% 51 19.61%
GI
6424
GS Investments
Minnesota
$175M -$9.52M -5% 1.23% 77.6% 136 15.44%
RWM
6425
Riverbend Wealth Management
South Carolina
$175M +$13.5M +8% 1.04% 159 9.43%