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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 Avg Holding
Period (Yrs)
NMM
6701
Naples Money Management
Florida
$117M +$16.9M +17% 9.44% – 447 23.49% 0.4
2L
6702
22NW LP
Washington
$117M +$1.14M +1% 7.56% 138% 14 14.29% 2.9
LFA
6703
Laraway Financial Advisors
Minnesota
$117M +$3.67M +3% 4.7% 92.3% 112 1.79% 2.3
FCT
6704
First Community Trust
Iowa
$117M +$10.7M +10% 5.66% 128% 314 14.33% 2
BCM
6705
Brooktree Capital Management
Michigan
$117M -$12.7M -10% 1.64% 82.9% 24 4.17% 3.5
CFS
6706
Coordinated Financial Services
Colorado
$117M +$2.27M +2% 2.37% – 136 8.09% 0.2
DG
6707
DMC Group
Alabama
$117M +$938K +0.8% 3.14% 99.2% 127 8.66% 1.9
VWM
6708
VanWeelden Wealth Management
Ohio
$117M – – 0.29% – 20 – 0
SFS
6709
Sharp Financial Services
Pennsylvania
$117M +$9.01M +8% 2.45% – 105 26.67% 0.4
CAAM
6710
Cape Ann Asset Management
United Kingdom
$117M +$4.17M +4% 4.29% 199% 6 16.67% 2.8
BIG
6711
Bush Investment Group
Georgia
$116M +$3.26M +3% 3.01% – 33 18.18% 0.4
SFS
6712
Symphony Financial Services
Ohio
$116M – – 4.08% – 85 – 0
PCGDR
6713
Pangea Capital Gestao de Recursos
$116M -$1.56M -1% 2% 54.4% 4 25% 1.1
DWS
6714
Dynamic Wealth Strategies
California
$116M -$652K -0.6% 1.29% – 249 4.02% 0.5
PHIC
6715
Pine Haven Investment Counsel
Massachusetts
$116M +$2.67M +2% 3.51% 72.1% 110 6.36% 2.1
MMRF
6716
Michelson Medical Research Foundation
California
$116M -$48.7M -30% 0.65% 52.2% 32 34.38% 1
SLFPAM
6717
St. Louis Financial Planners Asset Management
Missouri
$116M +$5.15M +5% 4.96% 136% 44 38.64% 0.6
MFIMFI
6718
Mesirow Financial Investment Management - Fixed Income
Illinois
$116M +$40.7M +54% 0.68% 26.9% 13 0% 3.1
BOM
6719
Bank of Marin
California
$116M +$2.35M +2% 4.28% 80.3% 126 13.49% 3.1
WAM
6720
Waterfall Asset Management
New York
$116M -$29.4M -20% 2.86% – 6 16.67% 0.4
BPFA
6721
Barnes Pettey Financial Advisors
Mississippi
$116M +$510K +0.4% 1.83% 79.7% 100 10% 1.9
LWA
6722
Ledgewood Wealth Advisors
New Hampshire
$116M +$8.37M +8% 2.76% 42.8% 63 7.94% 0.5
CH
6723
CVI Holdings
Delaware
$116M +$9.76M +9% 7.91% 25.8% 189 40.21% 1.3
ARCM
6724
Asia Research & Capital Management
Hong Kong
$116M -$244M -68% 0.56% – 4 25% 0.3
ONST
6725
Old North State Trust
North Carolina
$116M -$2.52M -2% 4.94% – 133 3.76% 4