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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
SR
6726
Syntax Research
Florida
$157M -$4.99M -3% 3.4% 180 7.22%
BRWM
6727
Blue Rock Wealth Management
North Carolina
$157M -$3.84M -2% 3.21% 113 15.93%
SF
6728
Seros Financial
Arizona
$157M -$13.4M -8% 2.04% 67 22.39%
EP
6729
Elkhorn Partners
Nebraska
$157M -$1.25M -0.8% 1.44% 31.5% 59 33.9%
TPBG
6730
Turning Point Benefit Group
Maryland
$157M -$34.4M -18% 2.32% 849 89.05%
CFG
6731
Certior Financial Group
Pennsylvania
$157M +$8.96M +6% 1.25% 145 19.31%
IWM
6732
IMG Wealth Management
Florida
$157M -$595K -0.4% 0.8% 629 26.39%
AWA
6733
AmeriServ Wealth Advisors
Pennsylvania
$157M -$15.4M -9% 2.41% 62 9.68%
CAP
6734
Columbia Advisory Partners
Washington
$157M +$9.88M +7% 1.1% 63.7% 107 29.91%
FNBOH
6735
First National Bank of Hutchinson
Kansas
$157M -$14.1M -8% 1.07% 94.8% 99 25.25%
DIS
6736
Diversified Investment Strategies
Louisiana
$157M +$4M +3% 9.11% 81.3% 56 12.5%
CC
6737
Cultivar Capital
Texas
$156M +$266K +0.2% 4.45% 50 22%
LAM
6738
Lakewood Asset Management
Illinois
$156M -$13.8M -8% 3.19% 57.4% 112 10.71%
CMP
6739
Christine Messmer PC
Pennsylvania
$156M +$3.07M +2% 0.13% 84 10.71%
HAM
6740
Harber Asset Management
North Carolina
$156M -$82.1M -34% 10.4% 30% 49 51.02%
CPA
6741
Compass Planning Associates
Massachusetts
$156M +$12M +8% 0.75% 31 6.45%
MCA
6742
McGuire Capital Advisors
Oklahoma
$156M -$1.01M -0.6% 2.3% 1,023 22.97%
PMSA
6743
Patrick M. Sweeney & Associates
Illinois
$156M -$3.89M -2% 0.63% 166 5.42%
BCM
6744
Bluefin Capital Management
New York
$156M -$248M -61% 2.94% 249 72.29%
IWA
6745
Invera Wealth Advisors
Oregon
$156M -$2.45M -2% 0.3% 102 15.69%
CFG
6746
Cornerstone Financial Group
Nebraska
$156M +$12.5M +9% 1.1% 73 1.37%
BCM
6747
BML Capital Management
Indiana
$156M +$40.1M +35% 28.6% 395% 19 31.58%
AIS
6748
Accredited Investor Services
Minnesota
$156M +$4.82M +3% 0.42% 83 16.87%
BWM
6749
BNB Wealth Management
Maryland
$156M +$535K +0.3% 1.22% 95 12.63%
WCM
6750
Winebrenner Capital Management
Kentucky
$156M +$5.66M +4% 1.45% 146 10.27%