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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
LAIC
6626
Lederer & Associates Investment Counsel
California
$151M +$14.6M +11% 10.9% 75.5% 88 13.64%
BCPE
6627
Bain Capital Public Equity
Massachusetts
$151M +$59.6M +65% 22.1% 169% 33 63.64%
PWAM
6628
Papamarkou Wellner Asset Management
New York
$151M +$7.55M +5% 12.1% 91 19.78%
CCG
6629
Catalina Capital Group
California
$151M -$1.88M -1% 9.44% 207 32.85%
PWM
6630
PTM Wealth Management
United States
$151M +$56M +59% 8.24% 50 24%
SIM
6631
Sterling Investment Management
Arizona
$151M +$10.6M +8% 4.49% 44.1% 57 7.02%
BAM
6632
Byrne Asset Management
New Jersey
$151M +$15.5M +11% 13.5% 116% 611 35.19%
MAMU
6633
Myriad Asset Management US
Florida
$151M -$86.7M -36% 12% 36 75%
GC
6634
GatePass Capital
Ohio
$151M +$17.3M +13% 13% 131 16.79%
KA
6635
Kure Advisory
Minnesota
$151M +$18.4M +14% 6.44% 49 18.37%
BWM
6636
BankPlus Wealth Management
Mississippi
$151M +$14.6M +11% 7.12% 102 4.9%
SM
6637
Soapstone Management
Maryland
$151M +$22.7M +18% 6.45% 30.3% 18 38.89%
BI
6638
Beckerman Institutional
New Jersey
$151M +$12.5M +9% 5.21% 109 7.34%
DWA
6639
Dougherty Wealth Advisers
Minnesota
$151M +$15.3M +11% 9.12% 67.5% 111 1.8%
LFA
6640
Legend Financial Advisors
Pennsylvania
$151M +$14.4M +11% 9.43% 117% 172 79.07%
SMCM
6641
Sky-Mountain Capital Management
Idaho
$151M +$32.4M +27% 11.7% 36 11.11%
LKWM
6642
Lee-Kelleher Wealth Management
Maryland
$151M +$14.6M +11% 8.01% 39 7.69%
SVWA
6643
Sarver Vrooman Wealth Advisors
Missouri
$150M +$162K +0.1% 0.67% 139 14.39%
OIM
6644
Opus Investment Management
Massachusetts
$150M +$10.2M +7% 2.9% 52.8% 30 3.33%
AWM
6645
Aberdeen Wealth Management
Illinois
$150M +$5.46M +4% 6.13% 73.1% 172 11.63%
GRA
6646
Golden Road Advisors
Florida
$150M +$22.3M +17% 11.4% 42 11.9%
RCWM
6647
Royal Capital Wealth Management
Indiana
$150M +$7.66M +5% 8.92% 83.8% 90 6.67%
GWMI
6648
Guardian Wealth Management (Illinois)
Illinois
$150M +$423K +0.3% 10.5% 103% 226 73.45%
RHDIC
6649
R.H. Dinel Investment Counsel
California
$150M +$3.47M +2% 8.7% 34.1% 42 0%
MCA
6650
Millennium Capital Advisors
Arkansas
$150M +$14.5M +11% 13.7% 114% 123 8.94%