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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
NCPI
6501
NewView Capital Partners I
California
$112M +$29.8M +36% 41% 20.8% 3 0%
BOM
6502
Bank of Marin
California
$112M +$8.97M +9% 12.3% 67.1% 121 6.61%
SA
6503
SRN Advisors
Pennsylvania
$111M +$10.6M +10% 27.5% 146% 117 49.57%
OFA
6504
Oaktree Fund Advisors
California
$111M +$11.7M +12% 13% 138% 46 15.22%
UL
6505
Unionview LLC
Washington
$111M +$5.56M +5% 12.1% 21.2% 86 8.14%
PCC
6506
Park Circle Company
Maryland
$111M +$4.65M +4% 10.3% 58.1% 124 20.97%
AE
6507
AMH Equity
New York
$111M +$20.4M +22% 5.87% 267% 46 56.52%
NJIM
6508
Nabity-Jensen Investment Management
Nebraska
$111M 11% 79
SWA
6509
Safir Wealth Advisors
New Hampshire
$111M +$7.75M +7% 9% 46.4% 16 12.5%
PWM
6510
Peterson Wealth Management
Nevada
$111M -$10.4M -9% 12.3% 68.5% 63 22.22%
S
6511
Systrade
Liechtenstein
$111M -$4.42M -4% 27.6% 230% 9 66.67%
GA
6512
GraniteShares Advisors
New York
$111M +$3.81M +4% 10.9% 90.3% 117 47.01%
SMWM
6513
Silvia McColl Wealth Management
California
$111M +$11.1M +11% 9.39% 76.1% 108 12.04%
WFS
6514
Widmann Financial Services
Maryland
$111M +$10.7M +11% 10.6% 62.4% 94 10.64%
WWM
6515
Whalen Wealth Management
Nevada
$111M 6.47% 103
CAAM
6516
Cape Ann Asset Management
United Kingdom
$111M +$6.02M +6% 16.1% 210% 6 0%
NBT
6517
Northwest Bank & Trust
Iowa
$111M 12.6% 197
GL
6518
Gerber LLC
Ohio
$111M 24.3% 93
IAP
6519
Indie Asset Partners
Indiana
$111M +$11.6M +12% 7.03% 121% 89 14.61%
GCS
6520
Gordian Capital (Singapore)
Singapore
$111M +$18M +19% 16.4% 249% 136 5.15%
CWM
6521
Comprehensive Wealth Management
Washington
$111M +$4.5M +4% 5.83% 24% 31 3.23%
BBA
6522
Braun-Bostich & Associates
Pennsylvania
$111M +$57.1M +107% 9.52% 59.5% 121 56.2%
RCP
6523
Reverence Capital Partners
New York
$111M -$73.4M -40% 0.64% 2.37% 2 0%
BICM
6524
Breach Inlet Capital Management
South Carolina
$111M 10.3% 11
BAM
6525
Broadcrest Asset Management
Florida
$111M +$17.7M +19% 10.2% 54.1% 6 0%