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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
SWM
6851
Shepherd Wealth Management
Ohio
$150M +$3.55M +2% 13.5% 55 34.55%
AAS
6852
AdviceOne Advisory Services
Connecticut
$150M +$14.9M +11% 11% 36 13.89%
BDCMI
6853
Black Diamond Capital Management I
$150M 3.11% 14
MCM
6854
Mainstream Capital Management
California
$150M +$12.9M +9% 7.95% 90 10%
BCWM
6855
Ball & Co Wealth Management
Tennessee
$150M +$56.4M +60% 6.95% 93 27.96%
AWP
6856
Astra Wealth Partners
New Jersey
$150M +$19.8M +15% 7.5% 102 20.59%
OO
6857
Obsido Oy
$150M +$18.4M +14% 6.17% 20 0%
C
6858
Croban
Ohio
$150M +$33M +28% 5.79% 80 8.75%
CC
6859
Cultivar Capital
Texas
$150M +$11.6M +8% 9.08% 42 11.9%
EWA
6860
Exit Wealth Advisors
Georgia
$150M 14.1% 124
SIM
6861
Sentry Investment Management
Wisconsin
$150M -$31.5M -17% 10.1% 103% 544 11.58%
LWM
6862
LeConte Wealth Management
Tennessee
$150M +$1.96M +1% 6.82% 140 35%
DWS
6863
Dynamic Wealth Strategies
California
$150M +$10.8M +8% 5.77% 245 6.53%
CC
6864
Capstone Capital
Nevada
$150M +$11.9M +9% 6.58% 25 12%
HFS
6865
Hopwood Financial Services
Virginia
$150M +$21.7M +17% 7.08% 324 12.65%
BCG
6866
Bravias Capital Group
New Jersey
$150M +$13.3M +10% 7.54% 126 31.75%
AF
6867
AtlasMark Financial
Texas
$150M +$18.1M +14% 7.15% 44 13.64%
CAM
6868
Crown Advisors Management
California
$149M +$24.1M +19% 19.6% 284% 43 20.93%
CCM
6869
Crew Capital Management
Ohio
$149M +$9.95M +7% 7.39% 104% 120 10%
BCM
6870
Basso Capital Management
Connecticut
$149M +$14.4M +11% 6.81% 85.5% 85 17.65%
HWMC
6871
Heritage Wealth Management (California)
California
$149M -$646K -0.4% 8.04% 92 7.61%
CTFG
6872
Capstone Triton Financial Group
Oklahoma
$149M +$11.4M +8% 8.59% 94 11.7%
DI
6873
Dalton Investments
Nevada
$149M -$39.6M -21% 8.35% 95.1% 23 34.78%
SR
6874
Summer Road
Florida
$149M +$18M +14% 25.8% 130% 25 28%
MCM
6875
MontVue Capital Management
Virginia
$149M +$8.68M +6% 7.75% 66 1.52%