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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
CPL
6476
CAP Partners LLC
Tennessee
$204M +$27.4M +15% 14.2% 164 16.46%
WIA
6477
Westview Investment Advisors
Vermont
$204M +$12.2M +6% 20% 75 17.33%
BAH
6478
Beacon Advisors Holdings
Texas
$204M +$17.3M +9% 11% 37 0%
BPMC
6479
Buckland Partners Management Co
New York
$204M +$39.3M +24% 36.5% 100 12%
MCS
6480
Mithaq Capital SPC
Saudi Arabia
$204M +$38.1M +23% 27.4% 51.1% 4 25%
EHWM
6481
Eads & Heald Wealth Management
Georgia
$204M +$3.31M +2% 15.4% 84.4% 152 10.53%
CAM
6482
Clarity Asset Management
Iowa
$204M +$6.42M +3% 9.71% 291 77.66%
RM
6483
Redpoint Management
California
$204M +$2.93M +1% 13% 20.6% 3 0%
MGW
6484
MB Generational Wealth
Washington
$204M +$23.1M +13% 10.9% 68 5.88%
4WM
6485
4J Wealth Management
Virginia
$204M +$27.9M +16% 12.9% 68.2% 116 17.24%
PAM
6486
Pacific Asset Management
Washington
$204M +$24.7M +14% 9.99% 78 12.82%
LIM
6487
Loudon Investment Management
New Hampshire
$204M +$17.9M +10% 12.1% 61.6% 98 6.12%
AA
6488
AF Advisors
California
$204M +$22.7M +13% 12% 76.5% 30 13.33%
GWMI
6489
Guardian Wealth Management (Illinois)
Illinois
$204M +$20.3M +11% 12.4% 103% 67 10.45%
BIM
6490
Bullseye Investment Management
Ohio
$203M +$17.7M +10% 10.9% 36.2% 346 14.74%
LHA
6491
Little Harbor Advisors
Massachusetts
$203M +$35M +21% 15.2% 59% 6 33.33%
FBC
6492
Fairfield, Bush & Co
Connecticut
$203M +$23.3M +13% 18.6% 112% 130 11.54%
OAM
6493
Oxford Asset Management
United Kingdom
$203M -$44.5M -18% 13.2% 694 81.41%
CNWM
6494
Clay Northam Wealth Management
California
$203M +$25.2M +14% 24% 107% 113 14.16%
SAS
6495
Sage Advisory Services
Texas
$203M +$20.7M +11% 9.46% 33.9% 49 20.41%
PI
6496
Pettee Investors
Connecticut
$203M +$9.02M +5% 24.8% 96.1% 119 6.72%
WCM
6497
Washburn Capital Management
Florida
$203M +$31M +18% 27.9% 117% 61 16.39%
AF
6498
AtlasMark Financial
Texas
$203M +$48.3M +31% 17.6% 51 13.73%
RIAS
6499
Rachor Investment Advisory Services
Michigan
$203M +$12.8M +7% 6.92% 469 57.78%
TPCL
6500
Twin Peaks Capital Ltd
$203M +$58.8M +41% 59% 26 61.54%