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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)
MAM
6726
McCarthy Asset Management
California
$147M +$9.17M +7% 4.55% – 27 7.41% 3.3
BFM
6727
Broadview Financial Management
Wisconsin
$147M +$13.2M +10% 8.31% 52.4% 41 7.32% 5.9
SRB
6728
Shotwell Rutter Baer
Michigan
$147M +$33.8M +30% 6.13% 45.5% 37 10.81% 1.1
BAS
6729
Brueske Advisory Services
Washington
$147M +$41.5M +39% 7.97% – 65 26.15% 0.4
PIP
6730
PB Investment Partners
California
$147M +$20.8M +16% 9.85% 81.1% 9 22.22% 2.6
WMWM
6731
Wilkins Miller Wealth Management
Alabama
$147M +$14M +10% 6.32% – 92 13.04% 0.4
SWM
6732
Shepherd Wealth Management
Ohio
$147M +$49.7M +51% 30.9% – 54 51.85% 0.3
CCM
6733
Crestwood Capital Management
New York
$147M +$16.6M +13% 17.2% 203% 16 18.75% 2.5
AWMNY
6734
Arcadia Wealth Management (New York)
New York
$147M +$18.5M +14% 9.25% – 55 3.64% 0.5
GC
6735
Grizzlyrock Capital
Illinois
$147M +$36.5M +33% 25.1% – 28 46.43% 0.7
FFWM
6736
Future Financial Wealth Management
Ohio
$147M +$10.4M +8% 7.23% 65.2% 460 4.57% 1.3
EWA
6737
EQ Wealth Advisors
Texas
$147M +$21.2M +17% 4.66% – 283 12.72% 0.3
TDC
6738
Thompson Davis & Co
Virginia
$147M +$19.9M +16% 13.7% 188% 166 40.96% 2.2
MEG
6739
Millstone Evans Group
Colorado
$147M -$703K -0.5% 11.4% – 826 11.14% 0.5
CCM
6740
Cox Capital Management
Massachusetts
$147M +$9.66M +7% 11% 106% 61 4.92% 3.2
JSA
6741
Jim Saulnier & Associates
Colorado
$147M +$18.1M +14% 6.06% – 113 10.62% 0.6
PWA
6742
Primoris Wealth Advisors
Florida
$147M +$17.4M +13% 15.1% 182% 109 21.1% 1.9
HCM
6743
Hestia Capital Management
Pennsylvania
$147M +$18.7M +15% 20.1% – 11 72.73% 0.2
BCM
6744
Barrier Capital Management
California
$146M +$42M +40% 36.7% 216% 21 66.67% 0.6
TAM
6745
Tabor Asset Management
New York
$146M +$22.1M +18% 24.7% 215% 51 47.06% 0.9
BBA
6746
Braun-Bostich & Associates
Pennsylvania
$146M +$11.3M +8% 8.23% 59.5% 122 12.3% 1.6
VSCP
6747
Vesey Street Capital Partners
New York
$146M +$78M +114% 106% 47.8% 1 0% 3.5
HIP
6748
Hengistbury Investment Partners
United Kingdom
$146M -$26.9M -16% 18.1% 108% 5 40% 5.1
PFP
6749
Paragon Financial Partners
California
$146M +$18.7M +15% 13.8% 90.6% 71 4.23% 3.1
ONST
6750
Old North State Trust
North Carolina
$146M -$10.8M -7% 8.49% – 150 16% 4.2